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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
LGP
1
Leonard Green & Partners
California
$23.3M
CMHI
2
CVC Management Holdings II
Jersey
$23.1M
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$21.8M -$791K -13,567 -2%
AP
4
Atairos Partners
Pennsylvania
$16.6M
BlackRock
5
BlackRock
New York
$10.6M -$344K -5,896 -2%
CM
6
CastleKnight Management
New York
$7.47M +$2.38M +40,777 +26%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$7.32M +$380K +6,513 +3%
BCM
8
Bridgeway Capital Management
Texas
$4.37M -$600K -10,288 -8%
BCI
9
Bain Capital Investors
Massachusetts
$4.36M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.36M +$170K +2,921 +3%
State Street
11
State Street
Massachusetts
$3.23M -$108K -1,853 -2%
Vanguard Group
12
Vanguard Group
Pennsylvania
$3.02M -$106K -1,811 -2%
EF
13
Empowered Funds
Pennsylvania
$2.67M +$159K +2,727 +4%
CCM
14
Contrarian Capital Management
Connecticut
$2.19M +$403K +6,920 +14%
Charles Schwab
15
Charles Schwab
California
$1.58M +$953K +16,352 +64%
SSCM
16
Sovereign's Capital Management
Georgia
$1.55M +$320K +5,487 +15%
ICM
17
Indaba Capital Management
California
$1.48M +$2.29M +39,235 New
Northern Trust
18
Northern Trust
Illinois
$1.27M -$98.4K -1,689 -5%
Renaissance Technologies
19
Renaissance Technologies
New York
$998K +$29.6K +508 +2%
Prudential Financial
20
Prudential Financial
New Jersey
$972K -$207K -3,555 -12%
Millennium Management
21
Millennium Management
New York
$825K -$126K -2,154 -9%
AA
22
Ancora Advisors
Ohio
$709K -$839K -14,400 -43%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$709K +$203K +3,477 +23%
Jane Street
24
Jane Street
New York
$656K -$192K -3,293 -16%
MFWP
25
Mosaic Family Wealth Partners
Missouri
$649K +$163K +2,800 +19%

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.