ADV icon

Advantage Solutions

108 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, 38 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

Holders
108
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$1.5M
2 -$1.12M
3 -$709K
4
UBS AM
UBS AM
Illinois
-$417K
5
Goldman Sachs
Goldman Sachs
New York
-$372K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
CIBC World Markets
New York
$15.3K
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$15.2K
CIBC Asset Management
78
CIBC Asset Management
Ontario, Canada
$14.1K
CAM
79
Cresset Asset Management
Illinois
$14K
Victory Capital Management
80
Victory Capital Management
Texas
$13.7K
Mariner
81
Mariner
Kansas
$13.5K
VPIM
82
Vanguard Personalized Indexing Management
California
$13.3K
BP
83
Ballentine Partners
Massachusetts
$13.3K
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$12.5K
Legal & General Group
85
Legal & General Group
United Kingdom
$11.9K
AIP
86
Ameritas Investment Partners
Nebraska
$11.9K
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$10.2K
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.64K
GRP
89
Global Retirement Partners
California
$7.33K
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$7K
EWA
91
EverSource Wealth Advisors
Alabama
$6.8K
Raymond James Financial
92
Raymond James Financial
Florida
$5.76K
AB
93
Amalgamated Bank
New York
$5K
PD
94
Point72 (DIFC)
United Arab Emirates
$4.97K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$4.69K
SCM
96
Sterling Capital Management
North Carolina
$3.95K
QL
97
Quarry LP
New York
$3.37K
Nisa Investment Advisors
98
Nisa Investment Advisors
Missouri
$2.14K
CWM
99
CarsonAllaria Wealth Management
Illinois
$1.88K
S
100
SignatureFD
Georgia
$1.82K