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Barclays

503 hedge funds and large institutions have $6.04B invested in Barclays in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 193 increasing their positions, 155 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $87.6M | Put options by funds: $56.1M

25% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 155

13% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 70

0.51% more ownership

Funds ownership: 7.79%8.3% (+0.51%)

0% less funds holding

Funds holding: 505503 (-2)

12% less capital invested

Capital invested by funds: $6.88B → $6.04B (-$840M)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
503
Holders Change
-2
Holders Change %
-0.4%
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
79
Increased
193
Reduced
155
Closed
70
Calls
$87.6M
Puts
$56.1M
Net Calls
+$31.5M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
201
William Blair Investment Management
Illinois
$854K -$1.59M -65,214 -62%
PAG
202
Private Advisor Group
New Jersey
$853K -$20.8K -853 -2%
PWPS
203
Pinnacle Wealth Planning Services
Ohio
$844K -$7.78K -319 -0.8%
SSWM
204
Sheets Smith Wealth Management
North Carolina
$835K -$4.17K -171 -0.4%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$822K +$167K +6,833 +21%
Commonwealth Equity Services
206
Commonwealth Equity Services
Massachusetts
$806K +$3.95K +162 +0.4%
STA
207
Summit Trail Advisors
New York
$804K +$926K +37,985 New
DOA
208
D'Orazio & Associates
Virginia
$790K -$43.9K -1,799 -5%
JG
209
Jain Global
New York
$780K +$899K +36,849 New
DC
210
Davenport & Co
Virginia
$779K +$13.6K +556 +2%
RWP
211
RWA Wealth Partners
Massachusetts
$763K
BPA
212
Beacon Pointe Advisors
California
$763K +$879K +36,038 New
MWM
213
Manske Wealth Management
Texas
$757K -$2.51K -103 -0.3%
BWM
214
Baron Wealth Management
Michigan
$747K -$73K -2,994 -8%
PFS
215
Prospera Financial Services
Texas
$738K -$2.9M -118,920 -77%
Franklin Resources
216
Franklin Resources
California
$735K -$5.18M -212,536 -86%
SC
217
Syon Capital
California
$724K +$26.2K +1,074 +3%
BP
218
Ballentine Partners
Massachusetts
$723K -$18K -740 -2%
HP
219
Havemeyer Place
Connecticut
$717K +$827K +33,902 New
BMCM
220
Burns Matteson Capital Management
New York
$698K +$362K +14,864 +82%
Truist Financial
221
Truist Financial
North Carolina
$691K -$101K -4,140 -11%
DWM
222
Dynasty Wealth Management
Florida
$667K -$5.51K -226 -0.7%
BWM
223
BKM Wealth Management
Wisconsin
$667K +$36.8K +1,511 +5%
PCS
224
Personal CFO Solutions
New Jersey
$663K +$53K +2,175 +7%
CA
225
Clearstead Advisors
Ohio
$662K +$763K +31,278 New