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Advantage Solutions

117 hedge funds and large institutions have $155M invested in Advantage Solutions in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

21% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 43

48% less capital invested

Capital invested by funds: $301M → $155M (-$146M)

Holders
117
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$30K
Puts
$2K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
101
Comerica Bank
Texas
$3.26K
SCM
102
Sterling Capital Management
North Carolina
$2.76K
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$2.67K
CWM
104
CarsonAllaria Wealth Management
Illinois
$2.15K
Barrow, Hanley, Mewhinney & Strauss
105
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.58K
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$1.51K
TSMHT
107
Thurston Springer Miller Herd & Titak
Indiana
$1.51K
EWA
108
EverSource Wealth Advisors
Alabama
$1.32K
BIG
109
Brooklyn Investment Group
New York
$1.09K
FFA
110
Farther Finance Advisors
California
$1.03K
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$1K
CA
112
CoreCap Advisors
Michigan
$181
RIL
113
Rothschild Investment LLC
Illinois
$143
MPWT
114
MassMutual Private Wealth & Trust
Connecticut
$92
TWD
115
True Wealth Design
Ohio
$49
IA
116
IFP Advisors
Florida
$5
CIAM
117
Caitong International Asset Management
Hong Kong
$2
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
MAM
119
Martingale Asset Management
Massachusetts
Franklin Resources
120
Franklin Resources
California
SOW
121
State of Wyoming
Wyoming
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
AC
123
Aristeia Capital
Connecticut
IC
124
Innealta Capital
Texas
PCM
125
Prelude Capital Management
New York