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Barclays

403 hedge funds and large institutions have $4.25B invested in Barclays in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+9
Holders Change %
+2.28%
% of All Funds
5.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
62
Increased
148
Reduced
136
Closed
47
Calls
$61.9M
Puts
$59.2M
Net Calls
+$2.71M
Net Calls Change
-$51.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CPG
376
Cornerstone Planning Group
New Jersey
$4.54K
CFB
377
Cullen/Frost Bankers
Texas
$3.9K +$1.24K +81 +47%
HWM
378
HighMark Wealth Management
Minnesota
$3.68K
Federated Hermes
379
Federated Hermes
Pennsylvania
$3.47K +$1.18K +77 +52%
NC
380
NewSquare Capital
Pennsylvania
$3.47K +$3.47K +226 New
CFFP
381
Center for Financial Planning
Michigan
$3.46K
T
382
Transce3nd
Texas
$3.36K
BWL
383
Bogart Wealth LLC
Virginia
$3.3K +$61 +4 +2%
KFI
384
Key Financial Inc
Pennsylvania
$3.13K
AEPWM
385
Atlantic Edge Private Wealth Management
Florida
$3.07K
DF
386
Dunhill Financial
United Kingdom
$3.01K -$3.01K -231 -50%
CFO
387
CVA Family Office
Colorado
$2.29K
CTC
388
Central Trust Company
Missouri
$2.08K
Axa
389
Axa
France
$1.98K
TCM
390
TD Capital Management
Tennessee
$1.98K
PWA
391
Physician Wealth Advisors
Utah
$1.61K
PWAM
392
Private Wealth Asset Management
Iowa
$1.31K +$1.31K +85 New
BLC
393
Brown, Lisle/Cummings
Rhode Island
$1.04K +$1.04K +68 New
AW
394
Avion Wealth
Texas
$1K
CI
395
CX Institutional
Indiana
$1K +$1K +53 New
PWA
396
Provenance Wealth Advisors
Florida
$937
BFS
397
Bare Financial Services
Pennsylvania
$737 +$737 +48 New
ANBT
398
American National Bank & Trust
Texas
$616 +$616 +40 New
FCAS
399
First Command Advisory Services
Texas
$476 +$476 +31 New
AWM
400
Abound Wealth Management
Tennessee
$431 -$323 -21 -43%