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Advantage Solutions
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Overview Fund Activity

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
Holders
117
Holders Change
-3
Holders Change %
-2.5%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
34
Reduced
43
Closed
19
Calls
$30K
Puts
$2K
Net Calls
+$28K
Net Calls Change
+$11K

Top Buyers

1
CM
CastleKnight Management
New York
+$1.54M
2
ICM
Indaba Capital Management
California
+$1.48M
3
Charles Schwab
Charles Schwab
California
+$617K
4
CCM
Contrarian Capital Management
Connecticut
+$261K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$246K

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.02M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$697K
3
KCM
Kennedy Capital Management
Missouri
-$590K
4
AA
Ancora Advisors
Ohio
-$544K
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$512K
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$3.26K +$1.99K +1,319 +157%
SCM
102
Sterling Capital Management
North Carolina
$2.76K -$2.42K -1,601 -47%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$2.67K -$483 -320 -15%
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 +$1.51K +1,000 New
EWA
108
EverSource Wealth Advisors
Alabama
$1.32K -$8 -5 -0.6%
BIG
109
Brooklyn Investment Group
New York
$1.09K +$1.09K +724 New
FFA
110
Farther Finance Advisors
California
$1.03K +$1.03K +724 New
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$1K +$446 +382 +81%
CA
112
CoreCap Advisors
Michigan
$181 +$181 +120 New
RIL
113
Rothschild Investment LLC
Illinois
$143 +$143 +95 New
MPWT
114
MassMutual Private Wealth & Trust
Connecticut
$92 +$92 +61 New
TWD
115
True Wealth Design
Ohio
$49 +$49 +32 New
IA
116
IFP Advisors
Florida
$5 -$9 – –
CIAM
117
Caitong International Asset Management
Hong Kong
$2 +$2 +1 New
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
– -$1.02M -350,134 Closed
MAM
119
Martingale Asset Management
Massachusetts
– -$231K -79,229 Closed
Franklin Resources
120
Franklin Resources
California
– -$141K -48,373 Closed
SOW
121
State of Wyoming
Wyoming
– -$98.7K -33,817 Closed
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
– -$79.4K -27,195 Closed
AC
123
Aristeia Capital
Connecticut
– -$69K -23,625 Closed
IC
124
Innealta Capital
Texas
– -$63.2K -21,660 Closed
PCM
125
Prelude Capital Management
New York
– -$48.8K -16,728 Closed
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5
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