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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
LGP
1
Leonard Green & Partners
California
$23.6M
CMHI
2
CVC Management Holdings II
Jersey
$23.4M
AP
3
Atairos Partners
Pennsylvania
$16.8M
CM
4
CastleKnight Management
New York
$15.3M +$4.31M +103,711 +35%
BlackRock
5
BlackRock
New York
$10.6M +$1.27M +30,596 +12%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$9.79M -$11.5M -276,923 -52%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$6.59M -$544K -13,074 -7%
BCI
8
Bain Capital Investors
Massachusetts
$4.42M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.2M +$969K +23,306 +27%
Charles Schwab
10
Charles Schwab
California
$4.19M +$1.62M +39,008 +55%
Vanguard Group
11
Vanguard Group
Pennsylvania
$4.09M +$1.29M +30,943 +41%
BCM
12
Bridgeway Capital Management
Texas
$3.95M -$182K -4,370 -4%
State Street
13
State Street
Massachusetts
$3.2M +$151K +3,626 +5%
Millennium Management
14
Millennium Management
New York
$3.02M +$1.37M +32,970 +72%
EF
15
Empowered Funds
Pennsylvania
$2.64M -$16K -385 -0.6%
CCM
16
Contrarian Capital Management
Connecticut
$2.6M +$148K +3,554 +6%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$1.74M +$1.46M +34,995 +337%
SSCM
18
Sovereign's Capital Management
Georgia
$1.28M -$460K -11,070 -25%
Northern Trust
19
Northern Trust
Illinois
$1.23M +$152K +3,652 +13%
Morgan Stanley
20
Morgan Stanley
New York
$1.23M +$240K +5,767 +22%
Renaissance Technologies
21
Renaissance Technologies
New York
$1.18M +$125K +3,016 +11%
MFWP
22
Mosaic Family Wealth Partners
Missouri
$778K
KCM
23
Kennedy Capital Management
Missouri
$688K +$286K +6,874 +62%
Prudential Financial
24
Prudential Financial
New Jersey
$615K -$386K -9,282 -37%
Citadel Advisors
25
Citadel Advisors
Florida
$592K +$644K +15,479 New

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.