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Advantage Solutions
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Overview Fund Activity

120 hedge funds and large institutions have $301M invested in Advantage Solutions in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-3
Holders Change %
-2.44%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
16
Increased
47
Reduced
29
Closed
19
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
-$7K

Top Buyers

1
CM
CastleKnight Management
New York
$11.5M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$13.7M
3
Millennium Management
Millennium Management
New York
$1.75M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.02M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.53M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$43.2M
2
First Trust Advisors
First Trust Advisors
Illinois
$0
3
SM
Scoggin Management
New York
$0
4
KLP
Kent Lake PR
Puerto Rico
$0
5
VA
Vident Advisory
Georgia
$30.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
101
Federated Hermes
Pennsylvania
$23.2K – – –
Fidelity Investments
102
Fidelity Investments
Massachusetts
$20.6K +$158 +54 +0.8%
SCM
103
Sterling Capital Management
North Carolina
$10K +$8.86K +3,034 +770%
AB
104
Amalgamated Bank
New York
$9K – – –
TRCT
105
Tower Research Capital (TRC)
New York
$8.9K +$3.67K +1,255 +70%
ACM
106
Aquatic Capital Management
Illinois
$8.04K +$8.04K +2,754 New
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$6.1K +$742 +254 +14%
CWM
108
CarsonAllaria Wealth Management
Illinois
$4.16K – – –
LC
109
Lindbrook Capital
California
$3.31K +$55 +19 +2%
Barrow, Hanley, Mewhinney & Strauss
110
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.06K – – –
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$2.93K – – –
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$2.92K – – –
EWA
113
EverSource Wealth Advisors
Alabama
$2.57K +$266 +91 +12%
Comerica Bank
114
Comerica Bank
Texas
$2.45K +$26 +9 +1%
AAP
115
Arax Advisory Partners
Colorado
$1.8K – – –
US Bancorp
116
US Bancorp
Minnesota
$1.4K – – –
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$1K +$8 +4 +0.9%
PA
118
Parallel Advisors
California
$184 +$184 +63 New
IA
119
IFP Advisors
Florida
$9 – – –
First Trust Advisors
120
First Trust Advisors
Illinois
– -$2.44M -709,950 Closed
SM
121
Scoggin Management
New York
– -$2.06M -600,000 Closed
KLP
122
Kent Lake PR
Puerto Rico
– -$1.74M -506,418 Closed
Verition Fund Management
123
Verition Fund Management
Connecticut
– -$82.4K -24,016 Closed
PP
124
Paloma Partners
Connecticut
– -$76.8K -22,400 Closed
TSS
125
Two Sigma Securities
New York
– -$62.2K -18,144 Closed
2 3 4
5
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