ASIX icon

AdvanSix

274 hedge funds and large institutions have $414M invested in AdvanSix in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 66 increasing their positions, 79 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

2.03% less ownership

Funds ownership: 91.09%89.05% (-2%)

13% less capital invested

Capital invested by funds: $474M → $414M (-$59.6M)

16% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 79

Holders
274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.84M
Puts
$234K
Net Calls
Net Calls Change

Top Sellers

1 -$35.7M
2 -$24.9M
3 -$13.6M
4
State Street
State Street
Massachusetts
-$7.13M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$4.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$250
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$208
GPFA
228
Game Plan Financial Advisors
Ohio
$208
SIC
229
SJS Investment Consulting
Ohio
$208
FP
230
Financial Perspectives
Minnesota
$190
WA
231
Westfuller Advisors
New York
$189
MSFP
232
Mark Sheptoff Financial Planning
Connecticut
$173
NSIM
233
North Star Investment Management
Illinois
$157
RFP
234
Root Financial Partners
California
$156
SAG
235
SageView Advisory Group
California
$156
QC
236
Quent Capital
New York
$151
WTC
237
WhitTier Trust Company
Nevada
$143
SC
238
SouthState Corp
Florida
$139
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138
NFSG
240
Newbridge Financial Services Group
Florida
$138
FHC
241
First Horizon Corporation
Tennessee
$138
CFB
242
Cullen/Frost Bankers
Texas
$138
S
243
Sachetta
Massachusetts
$126
TWD
244
True Wealth Design
Ohio
$122
GWM
245
Gilpin Wealth Management
Colorado
$122
LWANC
246
Laurel Wealth Advisors (North Carolina)
North Carolina
$122
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$107
MCM
248
Manchester Capital Management
Vermont
$104
HCM
249
Hollencrest Capital Management
California
$104
GRP
250
Global Retirement Partners
California
$104