We are live on ! Find out more
ADV icon

Advantage Solutions

117 hedge funds and large institutions have $155M invested in Advantage Solutions in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

16% more capital invested

Capital invested by funds: $134M → $155M (+$21.2M)

8% more funds holding

Funds holding: 108117 (+9)

0.01% less ownership

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

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
117
Holders Change
+9
Holders Change %
+8.33%
% of All Funds
1.54%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
27
Increased
34
Reduced
28
Closed
17
Calls
$64K
Puts
Net Calls
+$64K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Change in
Stake
PD
101
Point72 (DIFC)
United Arab Emirates
$3.16K -$2.83K -68 -45%
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$2.79K +$333 +8 +12%
Optiver Holding
103
Optiver Holding
Netherlands
$2.53K +$2.75K +66 New
S
104
SignatureFD
Georgia
$2.11K
Barrow, Hanley, Mewhinney & Strauss
105
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.6K
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$1.53K
CFG
107
Clayton Financial Group
Missouri
$1.53K +$1.66K +40 New
Comerica Bank
108
Comerica Bank
Texas
$499
BFS
109
Bare Financial Services
Pennsylvania
$424 +$458 +11 New
VCM
110
Versant Capital Management
Arizona
$347
AF
111
Allworth Financial
California
$277 +$291 +7 New
RIL
112
Rothschild Investment LLC
Illinois
$268
TWD
113
True Wealth Design
Ohio
$245 +$250 +6 New
CA
114
Clearstead Advisors
Ohio
$241 +$250 +6 New
EP
115
Essential Partners
California
$167 -$42 -1 -20%
IA
116
IFP Advisors
Florida
$37 +$42 +1 New
ICM
117
Indaba Capital Management
California
-$1.29M -39,235 Closed
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
-$146K -4,424 Closed
LSV Asset Management
119
LSV Asset Management
Illinois
-$107K -3,232 Closed
PCM
120
Prentice Capital Management
Connecticut
-$61.3K -1,859 Closed
PAS
121
Point72 Asia (Singapore)
Singapore
-$58.6K -1,776 Closed
HF
122
HRT Financial
New York
-$48K -1,480 Closed
State Board of Administration of Florida Retirement System
123
State Board of Administration of Florida Retirement System
Florida
-$32.7K -992 Closed
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
-$31.4K -951 Closed
VA
125
Vident Advisory
Georgia
-$27.9K -846 Closed

ADV Hedge Fund Activity: Q3 2025 in Review

117 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Advantage Solutions (ADV) for Q3 2025, worth a combined $155M — up 16% from $134M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ADV positions and 17 closed out — a net gain of 10 holders — while 34 added to existing stakes and 28 trimmed.

The largest buyer was CastleKnight Management, adding an estimated $4.31M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $11.5M.

  • 117 institutional investors held Advantage Solutions (ADV) as of Q3 2025, up from 108 in Q2 2025.
  • Funds reported $155M of Advantage Solutions stock for Q3 2025, up 16% quarter-over-quarter.
  • 27 funds opened new Advantage Solutions positions in Q3 2025 and 17 closed out, a net change of +10 holders.
  • The largest Advantage Solutions buyer in Q3 2025 was CastleKnight Management, an estimated $4.31M added.
  • The largest Advantage Solutions seller in Q3 2025 was T. Rowe Price Investment Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2025.