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Agilysys

256 hedge funds and large institutions have $2.27B invested in Agilysys in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 88 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 88

4.74% more ownership

Funds ownership: 98.99%103.73% (+4.7%)

5% less funds holding

Funds holding: 270256 (-14)

24% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 54

38% less capital invested

Capital invested by funds: $3.64B → $2.27B (-$1.37B)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

93% less call options, than puts

Call options by funds: $1.75M | Put options by funds: $25.6M

Holders
256
Holders Change
-14
Holders Change %
-5.19%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
41
Increased
105
Reduced
88
Closed
54
Calls
$1.75M
Puts
$25.6M
Net Calls
-$23.8M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
226
Optiver Holding
Netherlands
$4.93K +$6.22K +68 New
Jones Financial Companies
227
Jones Financial Companies
Missouri
$4.68K -$1.37K -15 -19%
KFI
228
Key Financial Inc
Pennsylvania
$4.35K
LC
229
Lindbrook Capital
California
$3.63K -$183 -2 -4%
BF
230
BOK Financial
Oklahoma
$3.05K
VCM
231
Versant Capital Management
Arizona
$2.97K +$640 +7 +21%
MPWT
232
MassMutual Private Wealth & Trust
Connecticut
$2.9K +$731 +8 +25%
FFO
233
Fortitude Family Office
Arizona
$2.39K
WA
234
WPG Advisers
Maryland
$2.25K -$3.29K -36 -54%
RIL
235
Rothschild Investment LLC
Illinois
$2.18K -$457 -5 -14%
S
236
SignatureFD
Georgia
$1.96K +$183 +2 +8%
CCM
237
Coldstream Capital Management
Washington
$1.74K +$2.19K +24 New
SCM
238
Sterling Capital Management
North Carolina
$1.67K
SW
239
SVB Wealth
Massachusetts
$1.67K +$2.1K +23 New
EWA
240
EverSource Wealth Advisors
Alabama
$1.45K +$914 +10 +100%
CWC
241
Carolinas Wealth Consulting
North Carolina
$1.26K +$548 +6 +55%
BIA
242
Bell Investment Advisors
California
$1.23K
PA
243
Parallel Advisors
California
$1.02K -$640 -7 -33%
MA
244
Montag & Associates
Georgia
$1.01K +$548 +6 +75%
AF
245
Allworth Financial
California
$958 -$6.31K -69 -84%
BCMLT
246
Beacon Capital Management LLC (Tennessee)
Tennessee
$943
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$943
NC
248
NewSquare Capital
Pennsylvania
$943 +$1.19K +13 New
TWD
249
True Wealth Design
Ohio
$798 +$1K +11 New
SC
250
Stephens Consulting
Michigan
$726 +$914 +10 New

AGYS Hedge Fund Activity: Q1 2025 in Review

256 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Agilysys (AGYS) for Q1 2025, worth a combined $2.27B — down 38% from $3.64B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of AGYS and 41 opened new positions — a net loss of 13 holders — while 88 trimmed existing stakes and 105 added.

The largest buyer was Nuveen, adding an estimated $91.9M. The largest seller was Lord, Abbett & Co, cutting an estimated $102M.

  • 256 institutional investors held Agilysys (AGYS) as of Q1 2025, down from 270 in Q4 2024.
  • Funds reported $2.27B of Agilysys stock for Q1 2025, down 38% quarter-over-quarter.
  • 41 funds opened new Agilysys positions in Q1 2025 and 54 closed out, a net change of -13 holders.
  • The largest Agilysys buyer in Q1 2025 was Nuveen, an estimated $91.9M added.
  • The largest Agilysys seller in Q1 2025 was Lord, Abbett & Co, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2025.