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Coldstream Capital Management’s HCI Group HCI Stock Holding History

Coldstream Capital Management’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-44
Closed -$6.57K – 2049
2025
Q1 		$6.57K Buy
+44
New +$5.58K ﹤0.01% 2569

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coldstream Capital Management's HCI Position: Q2 2025 in Review

Coldstream Capital Management sold out of HCI Group (HCI) in Q2 2025, closing a stake of 44 shares — an estimated $6.57K sold.

Coldstream Capital Management first reported a position in HCI in Q1 2025 and held it in 1 quarter. The position peaked at $6.57K in Q1 2025. 253 funds tracked by Wall St. Rank hold HCI as of Q2 2025.

  • Coldstream Capital Management reported no remaining HCI Group position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 44 HCI Group shares in Q2 2025, an estimated $6.57K.
  • Coldstream Capital Management first reported a position in HCI Group in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's HCI Group position peaked at $6.57K in Q1 2025.
  • 253 funds tracked by Wall St. Rank held HCI Group as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.