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647 hedge funds and large institutions have $11B invested in CACI in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 185 increasing their positions, 245 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 52

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

18% more call options, than puts

Call options by funds: $24.1M | Put options by funds: $20.5M

6% more funds holding

Funds holding: 612647 (+35)

3% more capital invested

Capital invested by funds: $10.7B → $11B (+$371M)

3.43% less ownership

Funds ownership: 97.17%93.74% (-3.4%)

24% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 245

Holders
647
Holders Change
+35
Holders Change %
+5.72%
% of All Funds
7.87%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
96
Increased
185
Reduced
245
Closed
52
Calls
$24.1M
Puts
$20.5M
Net Calls
+$3.67M
Net Calls Change
+$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
351
Ameritas Advisory Services
Nebraska
$602K +$421K +745 +194%
BWM
352
BlackDiamond Wealth Management
New York
$597K +$529K +937 New
MA
353
Mutual Advisors
Nebraska
$595K -$13K -23 -2%
CGH
354
Crossmark Global Holdings
Texas
$595K +$48K +85 +8%
FFM
355
Forum Financial Management
Illinois
$591K -$22K -39 -3%
GWA
356
Gratus Wealth Advisors
Virginia
$585K -$18.6K -33 -3%
EFS
357
Essex Financial Services
Connecticut
$582K +$35.6K +63 +6%
FRM
358
Fox Run Management
Connecticut
$579K +$614K +1,086 New
TRCT
359
Tower Research Capital (TRC)
New York
$572K +$39K +69 +7%
AG
360
AlTi Global
New York
$558K -$5.09K -9 -0.9%
UCI
361
Uncommon Cents Investing
Wisconsin
$556K -$5.65K -10 -0.9%
QCM
362
QRG Capital Management
Illinois
$555K +$19.2K +34 +3%
MSRPS
363
Maryland State Retirement & Pension System
Maryland
$550K
JWCA
364
J.W. Cole Advisors
Florida
$541K +$78.5K +139 +5%
SI
365
Severin Investments
Missouri
$540K +$33.9K +60 +6%
MM
366
MQS Management
New York
$534K +$567K +1,003 New
PAM
367
Panagora Asset Management
Massachusetts
$523K
FPAS
368
Focus Partners Advisor Solutions
Missouri
$523K -$77.4K -137 -12%
CB
369
Commerce Bank
Missouri
$515K +$228K +403 +72%
GCA
370
Greenwood Capital Associates
South Carolina
$514K -$59.3K -105 -10%
TPI
371
Trust Point Inc
Wisconsin
$513K -$25.4K -45 -4%
ASN
372
Advisory Services Network
Georgia
$511K
BMCM
373
Bryn Mawr Capital Management
Pennsylvania
$511K -$124K -220 -19%
PP
374
Patten & Patten
Tennessee
$509K +$116K +205 +27%
GIA
375
Gateway Investment Advisers
Ohio
$502K +$533K +943 New