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Advantage Solutions
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Overview Fund Activity

107 hedge funds and large institutions have $134M invested in Advantage Solutions in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 37 reducing their positions, and 26 closing their positions.

Holders
107
Holders Change
-10
Holders Change %
-8.55%
% of All Funds
1.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
30
Reduced
37
Closed
26
Calls
$43K
Puts
–
Net Calls
+$43K
Net Calls Change
+$15K

Top Buyers

1
CM
1
CastleKnight Management
New York
$9.76M
2
Charles Schwab
2
Charles Schwab
California
$2.32M
3
Millennium Management
3
Millennium Management
New York
$1.52M
4
Morgan Stanley
4
Morgan Stanley
New York
$869K
5
CCM
5
Contrarian Capital Management
Connecticut
$2.13M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$17.6M
2
BlackRock
2
BlackRock
New York
$8.12M
3
AA
3
Ancora Advisors
Ohio
$0
4
UBS AM
4
UBS AM
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$98.5K
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
76
CIBC World Markets
New York
$15.3K 11,612 -11,886 -51%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$15.2K 11,509 +11,509 New
CIBC Asset Management
78
CIBC Asset Management
Ontario, Canada
$14.1K 10,670 – –
CAM
79
Cresset Asset Management
Illinois
$14K 10,600 – –
Victory Capital Management
80
Victory Capital Management
Texas
$13.7K 10,365 -364 -3%
Mariner
81
Mariner
Kansas
$13.5K 10,197 +10,197 New
VPIM
82
Vanguard Personalized Indexing Management
California
$13.3K 10,111 +10,111 New
BP
83
Ballentine Partners
Massachusetts
$13.3K 10,039 +10,039 New
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$12.5K 9,482 +3,514 +59%
Legal & General Group
85
Legal & General Group
United Kingdom
$11.9K 9,045 -101,786 -92%
AIP
86
Ameritas Investment Partners
Nebraska
$11.9K 8,993 – –
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$10.2K 7,755 -96,578 -93%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.64K 7,306 +5,069 +227%
GRP
89
Global Retirement Partners
California
$7.33K 5,550 +5,550 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$7K 5,320 +4,464 +521%
EWA
91
EverSource Wealth Advisors
Alabama
$6.81K 5,155 +4,281 +490%
Raymond James Financial
92
Raymond James Financial
Florida
$5.76K 4,362 +4,362 New
AB
93
Amalgamated Bank
New York
$5K 3,650 – –
PD
94
Point72 (DIFC)
United Arab Emirates
$4.97K 3,763 +3,763 New
Fidelity Investments
95
Fidelity Investments
Massachusetts
$4.69K 3,550 -3,412 -49%
SCM
96
Sterling Capital Management
North Carolina
$3.95K 2,991 +1,164 +64%
QL
97
Quarry LP
New York
$3.37K 2,553 +2,553 New
Nisa Investment Advisors
98
Nisa Investment Advisors
Missouri
$2.14K 1,621 -149 -8%
CWM
99
CarsonAllaria Wealth Management
Illinois
$1.88K 1,425 – –
S
100
SignatureFD
Georgia
$1.82K 1,382 +1,382 New
2 3
4
5 6