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Barclays

323 hedge funds and large institutions have $1.7B invested in Barclays in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 146 increasing their positions, 70 reducing their positions, and 33 closing their positions.

Holders
323
Holders Change
+23
Holders Change %
+7.67%
% of All Funds
4.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
146
Reduced
70
Closed
33
Calls
$45.4M
Puts
$37.6M
Net Calls
+$7.73M
Net Calls Change
-$4.58M
Name Market Value Shares Shares
Change
Shares
Change %
AW
301
Avion Wealth
Texas
$2K 112
HGERS
302
Householder Group Estate & Retirement Specialist
Arizona
$1.83K 193
JFGIW
303
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.64K 169
CFO
304
CVA Family Office
Colorado
$1.41K 149
NA
305
NewEdge Advisors
Louisiana
$1.23K 130 -123 -49%
Axa
306
Axa
France
$1.22K 129 -121 -48%
FSWA
307
Financial Synergies Wealth Advisors
Texas
$1.21K 128
GWM
308
Geneos Wealth Management
Colorado
$1.19K 126
CPG
309
Cornerstone Planning Group
New Jersey
$1.07K 104 +104 New
TSWM
310
Tyler-Stone Wealth Management
Ohio
$879 93
TPCW
311
TD Private Client Wealth
New York
$690 73 +35 +92%
SPIA
312
Steward Partners Investment Advisory
New York
$671 71 +54 +318%
CAM
313
ClariVest Asset Management
California
$622 66
MHR
314
Matthew Hamilton Rosenberg
$595 64
PWA
315
Provenance Wealth Advisors
Florida
$576 61
WWP
316
WR Wealth Planners
Missouri
$529 56 +56 New
AWM
317
Abound Wealth Management
Tennessee
$464 49 -7 -13%
FRA
318
Front Row Advisors
California
$428 44 +44 New
GI
319
Gradient Investments
Minnesota
$378 40 -144 -78%
HIA
320
Harbor Investment Advisory
Maryland
$340 36 +36 New
SWM
321
Sugarloaf Wealth Management
Georgia
$199 21
MA
322
MCF Advisors
Kentucky
$98 10 +10 New
Federated Hermes
323
Federated Hermes
Pennsylvania
$5 1 +1 New
CS
324
Credit Suisse
Switzerland
-292,648 Closed
TSS
325
Two Sigma Securities
New York
-282,881 Closed