601 hedge funds and large institutions have $10.5B invested in CACI in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 187 increasing their positions, 206 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.46% more ownership

Funds ownership: 96.59%100.05% (+3.5%)

9% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 206

23% less call options, than puts

Call options by funds: $62.6M | Put options by funds: $81.5M

Holders
601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62.6M
Puts
$81.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
576
Montag & Associates
Georgia
$1.53K
TCA
577
Trifecta Capital Advisors
Illinois
$1.43K
BF
578
BOK Financial
Oklahoma
$1.43K
BTD
579
BankPlus Trust Department
Mississippi
$1.43K
CH
580
Cromwell Holdings
Wyoming
$1.43K
PMAM
581
Picton Mahoney Asset Management
Ontario, Canada
$1K
NS
582
NBC Securities
Alabama
$1K
S
583
Sachetta
Massachusetts
$954
TWD
584
True Wealth Design
Ohio
$954
SC
585
Stephens Consulting
Michigan
$954
RF
586
Rossby Financial
Florida
$953
HIA
587
HFM Investment Advisors
New Jersey
$953
RIL
588
Rothschild Investment LLC
Illinois
$477
WCM
589
WealthTrak Capital Management
Virginia
$477
SC
590
SouthState Corp
Florida
$477
CFO
591
CVA Family Office
Colorado
$477
BGAI
592
Bruce G. Allen Investments
Colorado
$477
BFS
593
Bare Financial Services
Pennsylvania
$477
PWM
594
Parkworth Wealth Management
California
$477
PWA
595
Principia Wealth Advisory
Texas
$477
BWL
596
Bogart Wealth LLC
Virginia
$477
TFM
597
TFC Financial Management
Massachusetts
$477
RCM
598
Raleigh Capital Management
North Carolina
$477
BHWM
599
Bay Harbor Wealth Management
Maryland
$476
HFS
600
Hughes Financial Services
Virginia
$475