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Advantage Solutions

69 hedge funds and large institutions have $85.5M invested in Advantage Solutions in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.01% less ownership

Funds ownership: 1.24%1.23% (-0.01%)

4% less capital invested

Capital invested by funds: $89.1M → $85.5M (-$3.6M)

32% less funds holding

Funds holding: 10169 (-32)

63% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 48

Holders
69
Holders Change
-32
Holders Change %
-31.68%
% of All Funds
0.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
22
Reduced
20
Closed
48
Calls
$2.61M
Puts
Net Calls
+$2.61M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$3.83K -$6.27K -326 -64%
EP
52
Essential Partners
California
$2.58K +$2.31K +120 +6,000%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$2K -$9.18K -477 -84%
EWA
54
EverSource Wealth Advisors
Alabama
$1.08K -$1.04K -54 -51%
CFG
55
Clayton Financial Group
Missouri
$846
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$846
FFA
57
Farther Finance Advisors
California
$787 +$38 +2 +5%
AF
58
Allworth Financial
California
$677 +$616 +32 New
BIA
59
Bell Investment Advisors
California
$571 +$520 +27 New
GI
60
GAMMA Investing
California
$402 -$866 -45 -70%
Nisa Investment Advisors
61
Nisa Investment Advisors
Missouri
$254 +$231 +12 New
MCM
62
MAI Capital Management
Ohio
$191 +$173 +9 New
AAP
63
Arax Advisory Partners
Colorado
$190 +$173 +9 New
TWD
64
True Wealth Design
Ohio
$170 +$135 +7 +700%
IA
65
IFP Advisors
Florida
$130 +$1.91K +99 +9,900%
WPA
66
Wealth Preservation Advisors
Tennessee
$106 +$96 +5 New
RIL
67
Rothschild Investment LLC
Illinois
$85 +$77 +4 New
RFP
68
Root Financial Partners
California
$21 +$19 +1 New
T. Rowe Price Investment Management
69
T. Rowe Price Investment Management
Maryland
-$2.6M -118,005 Closed
CCM
70
Contrarian Capital Management
Connecticut
-$880K -40,000 Closed
Millennium Management
71
Millennium Management
New York
-$353K -16,026 Closed
GCP
72
GSA Capital Partners
United Kingdom
-$263K -11,950 Closed
SSCM
73
Sovereign's Capital Management
Georgia
-$197K -8,945 Closed
CFG
74
Citizens Financial Group
Rhode Island
-$183K -8,320 Closed
Two Sigma Investments
75
Two Sigma Investments
New York
-$179K -8,123 Closed