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Advantage Solutions

116 hedge funds and large institutions have $155M invested in Advantage Solutions in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more call options, than puts

Call options by funds: $30K | Put options by funds: $2K

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.01% less ownership

Funds ownership: 1.28%1.28% (-0.01%)

3% less funds holding

Funds holding: 120116 (-4)

17% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 42

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

48% less capital invested

Capital invested by funds: $301M → $155M (-$146M)

Holders
116
Holders Change
-4
Holders Change %
-3.33%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
35
Reduced
42
Closed
19
Calls
$30K
Puts
$2K
Net Calls
+$28K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$594K +$272K +4,660 +42%
Goldman Sachs
27
Goldman Sachs
New York
$538K -$665K -11,418 -44%
Morgan Stanley
28
Morgan Stanley
New York
$482K -$531K -9,117 -42%
Invesco
29
Invesco
Georgia
$446K +$75.2K +1,290 +12%
UBS AM
30
UBS AM
Illinois
$417K +$107K +1,830 +20%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$408K -$7.98K -137 -1%
KCM
32
Kennedy Capital Management
Missouri
$383K -$910K -15,619 -61%
JP Morgan Chase
33
JP Morgan Chase
New York
$356K -$675K -11,576 -55%
UBS Group
34
UBS Group
Switzerland
$353K -$47.7K -818 -8%
II
35
Inspire Investing
Idaho
$350K +$219K +3,752 +68%
LCS
36
Levin Capital Strategies
New York
$317K +$134K +2,300 +38%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$282K +$304K +5,223 +233%
Swiss National Bank
38
Swiss National Bank
Switzerland
$281K -$80.2K -1,376 -16%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$264K -$183K -3,138 -31%
American Century Companies
40
American Century Companies
Missouri
$249K +$51.6K +885 +15%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$232K -$21.5K -369 -6%
AllianceBernstein
42
AllianceBernstein
Tennessee
$198K
Barclays
43
Barclays
United Kingdom
$191K -$131K -2,254 -31%
Deutsche Bank
44
Deutsche Bank
Germany
$182K +$22.1K +379 +9%
Los Angeles Capital Management
45
Los Angeles Capital Management
California
$178K +$275K +4,713 New
Wells Fargo
46
Wells Fargo
California
$172K +$3.26K +56 +1%
Legal & General Group
47
Legal & General Group
United Kingdom
$167K -$2.8K -48 -1%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$166K +$34K +584 +15%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$164K -$1.08M -18,458 -81%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$158K

ADV Hedge Fund Activity: Q1 2025 in Review

116 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Advantage Solutions (ADV) for Q1 2025, worth a combined $155M — down 48% from $301M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ADV and 15 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 35 added.

The largest buyer was CastleKnight Management, adding an estimated $2.38M. The largest seller was Arrowstreet Capital, cutting an estimated $1.08M.

  • 116 institutional investors held Advantage Solutions (ADV) as of Q1 2025, down from 120 in Q4 2024.
  • Funds reported $155M of Advantage Solutions stock for Q1 2025, down 48% quarter-over-quarter.
  • 15 funds opened new Advantage Solutions positions in Q1 2025 and 19 closed out, a net change of -4 holders.
  • The largest Advantage Solutions buyer in Q1 2025 was CastleKnight Management, an estimated $2.38M added.
  • The largest Advantage Solutions seller in Q1 2025 was Arrowstreet Capital, an estimated $1.08M sold.

Based on aggregated 13F filings for Q1 2025.