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Advantage Solutions

101 hedge funds and large institutions have $89.1M invested in Advantage Solutions in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

0.01% less ownership

Funds ownership: 1.25%1.24% (-0.01%)

14% less funds holding

Funds holding: 117101 (-16)

43% less capital invested

Capital invested by funds: $155M → $89.1M (-$66.2M)

48% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 27

Holders
101
Holders Change
-16
Holders Change %
-13.68%
% of All Funds
1.23%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
30
Reduced
30
Closed
27
Calls
$27K
Puts
Net Calls
+$27K
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Sawgrass Asset Management
Florida
$10.5K +$13.7K +475 New
CIBC Asset Management
77
CIBC Asset Management
Ontario, Canada
$9.39K
Victory Capital Management
78
Victory Capital Management
Texas
$9.37K +$694 +24 +6%
CAM
79
Cresset Asset Management
Illinois
$9.33K
SOADOR
80
State of Alaska Department of Revenue
Alaska
$8K
Legal & General Group
81
Legal & General Group
United Kingdom
$7.96K
AIP
82
Ameritas Investment Partners
Nebraska
$7.91K
SCM
83
Sterling Capital Management
North Carolina
$5.72K
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$5.09K -$2.28K -79 -25%
GRP
85
Global Retirement Partners
California
$4.88K
HCA
86
Harbor Capital Advisors
Illinois
$4K +$723 +25 +16%
AB
87
Amalgamated Bank
New York
$3K -$809 -28 -19%
EWA
88
EverSource Wealth Advisors
Alabama
$2.32K -$1.19K -41 -28%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$2K -$4.45K -154 -65%
Optiver Holding
90
Optiver Holding
Netherlands
$1.46K
GI
91
GAMMA Investing
California
$1.41K +$1.85K +64 New
S
92
SignatureFD
Georgia
$1.22K
CFG
93
Clayton Financial Group
Missouri
$880
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$880
FFA
95
Farther Finance Advisors
California
$865 +$1.13K +39 New
TFA
96
Transamerica Financial Advisors
Florida
$56 +$87 +3 New
EP
97
Essential Partners
California
$38 -$58 -2 -50%
SS
98
SBI Securities
Japan
$26 +$29 +1 New
TWD
99
True Wealth Design
Ohio
$21 -$145 -5 -83%
IA
100
IFP Advisors
Florida
$18