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Advantage Solutions

117 hedge funds and large institutions have $155M invested in Advantage Solutions in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

16% more capital invested

Capital invested by funds: $134M → $155M (+$21.2M)

8% more funds holding

Funds holding: 108117 (+9)

0.01% less ownership

Funds ownership: 1.25%1.25% (-0.01%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
117
Holders Change
+9
Holders Change %
+8.33%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
27
Increased
34
Reduced
28
Closed
17
Calls
$64K
Puts
Net Calls
+$64K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
76
ProShare Advisors
Maryland
$24.7K -$5.32K -128 -17%
SG Americas Securities
77
SG Americas Securities
New York
$23K +$25.2K +607 New
RPGK
78
Retirement Planning Group (Kansas)
Kansas
$17.6K +$19.1K +460 New
Mariner
79
Mariner
Kansas
$16.9K +$1.37K +33 +8%
VPIM
80
Vanguard Personalized Indexing Management
California
$16.6K +$1.25K +30 +7%
CIBC Asset Management
81
CIBC Asset Management
Ontario, Canada
$16.3K
CAM
82
Cresset Asset Management
Illinois
$16.2K
Ohio Public Employees Retirement System (OPERS)
83
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.1K +$5.32K +128 +44%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$15.9K +$11.4K +274 +193%
BP
85
Ballentine Partners
Massachusetts
$15.9K +$541 +13 +3%
CBU
86
CIBC Bancorp USA
Illinois
$15.4K +$16.7K +402 New
Victory Capital Management
87
Victory Capital Management
Texas
$15.4K -$541 -13 -3%
SOADOR
88
State of Alaska Department of Revenue
Alaska
$14K +$15.8K +380 New
Legal & General Group
89
Legal & General Group
United Kingdom
$13.8K
AIP
90
Ameritas Investment Partners
Nebraska
$13.8K
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$11.9K
TRCT
92
Tower Research Capital (TRC)
New York
$11K -$46.9K -1,128 -80%
SCM
93
Sterling Capital Management
North Carolina
$9.95K +$5.82K +140 +117%
Citigroup
94
Citigroup
New York
$9.11K -$50.5K -1,214 -84%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$9K +$998 +24 +11%
GRP
96
Global Retirement Partners
California
$8.49K
AB
97
Amalgamated Bank
New York
$6K
HCA
98
Harbor Capital Advisors
Illinois
$6K +$6.36K +153 New
EWA
99
EverSource Wealth Advisors
Alabama
$5.59K -$2.5K -60 -29%
AAP
100
Arax Advisory Partners
Colorado
$3.54K +$3.87K +93 New

ADV Hedge Fund Activity: Q3 2025 in Review

117 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Advantage Solutions (ADV) for Q3 2025, worth a combined $155M — up 16% from $134M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ADV positions and 17 closed out — a net gain of 10 holders — while 34 added to existing stakes and 28 trimmed.

The largest buyer was CastleKnight Management, adding an estimated $4.31M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $11.5M.

  • 117 institutional investors held Advantage Solutions (ADV) as of Q3 2025, up from 108 in Q2 2025.
  • Funds reported $155M of Advantage Solutions stock for Q3 2025, up 16% quarter-over-quarter.
  • 27 funds opened new Advantage Solutions positions in Q3 2025 and 17 closed out, a net change of +10 holders.
  • The largest Advantage Solutions buyer in Q3 2025 was CastleKnight Management, an estimated $4.31M added.
  • The largest Advantage Solutions seller in Q3 2025 was T. Rowe Price Investment Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2025.