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Advantage Solutions

116 hedge funds and large institutions have $155M invested in Advantage Solutions in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more call options, than puts

Call options by funds: $30K | Put options by funds: $2K

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.01% less ownership

Funds ownership: 1.28%1.28% (-0.01%)

3% less funds holding

Funds holding: 120116 (-4)

17% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 42

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

48% less capital invested

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

Holders
116
Holders Change
-4
Holders Change %
-3.33%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
35
Reduced
42
Closed
19
Calls
$30K
Puts
$2K
Net Calls
+$28K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
101
Comerica Bank
Texas
$3.26K +$3.03K +52 +153%
SCM
102
Sterling Capital Management
North Carolina
$2.76K -$3.73K -64 -47%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$2.67K -$758 -13 -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 +$2.33K +40 New
EWA
108
EverSource Wealth Advisors
Alabama
$1.32K
BIG
109
Brooklyn Investment Group
New York
$1.09K +$1.69K +29 New
FFA
110
Farther Finance Advisors
California
$1.03K +$1.69K +29 New
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$1K +$874 +15 +79%
CA
112
CoreCap Advisors
Michigan
$181 +$291 +5 New
RIL
113
Rothschild Investment LLC
Illinois
$143 +$233 +4 New
MPWT
114
MassMutual Private Wealth & Trust
Connecticut
$92 +$117 +2 New
TWD
115
True Wealth Design
Ohio
$49 +$58 +1 New
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
-$1.02M -14,005 Closed
MAM
119
Martingale Asset Management
Massachusetts
-$231K -3,169 Closed
Franklin Resources
120
Franklin Resources
California
-$141K -1,935 Closed
SOW
121
State of Wyoming
Wyoming
-$98.7K -1,353 Closed
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
-$79.4K -1,088 Closed
AC
123
Aristeia Capital
Connecticut
-$69K -945 Closed
IC
124
Innealta Capital
Texas
-$63.2K -866 Closed
PCM
125
Prelude Capital Management
New York
-$48.8K -669 Closed

ADV Hedge Fund Activity: Q1 2025 in Review

116 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Advantage Solutions (ADV) for Q1 2025, worth a combined $155M — down 48% from $301M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ADV and 15 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 35 added.

The largest buyer was CastleKnight Management, adding an estimated $2.38M. The largest seller was Arrowstreet Capital, cutting an estimated $1.08M.

  • 116 institutional investors held Advantage Solutions (ADV) as of Q1 2025, down from 120 in Q4 2024.
  • Funds reported $155M of Advantage Solutions stock for Q1 2025, down 48% quarter-over-quarter.
  • 15 funds opened new Advantage Solutions positions in Q1 2025 and 19 closed out, a net change of -4 holders.
  • The largest Advantage Solutions buyer in Q1 2025 was CastleKnight Management, an estimated $2.38M added.
  • The largest Advantage Solutions seller in Q1 2025 was Arrowstreet Capital, an estimated $1.08M sold.

Based on aggregated 13F filings for Q1 2025.