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CACI
CACI

Overview Fund Activity

597 hedge funds and large institutions have $10.5B invested in CACI in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 186 increasing their positions, 205 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+33
Holders Change %
+5.85%
% of All Funds
8.01%
Holding in Top 10
12
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+300%
% of All Funds
0.16%
New
112
Increased
186
Reduced
205
Closed
69
Calls
$62.6M
Puts
$81.5M
Net Calls
-$18.9M
Net Calls Change
+$4.6M

Top Buyers

1
CAM
Close Asset Management
United Kingdom
$155M
2
Citadel Advisors
Citadel Advisors
Florida
$131M
3
AllianceBernstein
AllianceBernstein
Tennessee
$125M
4
Boston Partners
Boston Partners
Massachusetts
$251M
5
ECM
Estuary Capital Management
Minnesota
$46.9M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
$32.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$316M
3
BlackRock
BlackRock
New York
$1.04B
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
5
Morgan Stanley
Morgan Stanley
New York
$869M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
501
Geneos Wealth Management
Colorado
$45.3K -$28.1K -59 -38%
CT
502
Coastline Trust
Rhode Island
$42.9K – – –
RTC
503
Riverview Trust Company
Washington
$42.9K – – –
UCB
504
United Community Bank
South Carolina
$40K -$118K -248 -75%
FHA
505
First Horizon Advisors
Tennessee
$38.1K +$20K +42 +111%
PFBT
506
Parkside Financial Bank & Trust
Missouri
$32.9K – – –
AssetMark Inc
507
AssetMark Inc
California
$32.9K +$22.9K +48 +229%
OCM
508
Osterweis Capital Management
California
$31K +$31K +65 New
MCM
509
MAI Capital Management
Ohio
$30.5K -$477 -1 -2%
LFG
510
Larson Financial Group
Missouri
$30K -$953 -2 -3%
VCM
511
Versant Capital Management
Arizona
$29.6K +$29.6K +62 New
PSFG
512
Park Square Financial Group
Georgia
$29.1K +$5.24K +11 +22%
HWM
513
Hemington Wealth Management
Virginia
$29K +$4.28K +9 +17%
Mitsubishi UFJ Asset Management
514
Mitsubishi UFJ Asset Management
Japan
$25.7K – – –
AAS
515
Ameritas Advisory Services
Nebraska
$25.3K +$25.3K +53 New
VSQM
516
V-Square Quantitative Management
Illinois
$25.3K +$25.3K +53 New
BCWM
517
Bartlett & Co Wealth Management
Ohio
$23.8K – – –
HIA
518
Harbor Investment Advisory
Maryland
$23.8K – – –
RA
519
Rise Advisors
New York
$23.8K – – –
MCM
520
Manchester Capital Management
Vermont
$22.9K – – –
PGAM
521
Princeton Global Asset Management
New Jersey
$22.9K – – –
AEPWM
522
Atlantic Edge Private Wealth Management
Florida
$21.5K – – –
KFI
523
Key Financial Inc
Pennsylvania
$21K – – –
OLVIG
524
Oliver Lagore Vanvalin Investment Group
Michigan
$18.3K +$18.3K +50 New
AWM
525
Accredited Wealth Management
Kentucky
$16.7K – – –
19 20
21
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