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CCC

CCC Intelligent Solutions

373 hedge funds and large institutions have $3.66B invested in CCC Intelligent Solutions in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 159 increasing their positions, 83 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $172K | Put options by funds: $54K

92% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 83

44% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 72

8% more funds holding

Funds holding: 346373 (+27)

7.36% less ownership

Funds ownership: 107.76%100.39% (-7.4%)

33% less capital invested

Capital invested by funds: $5.49B → $3.66B (-$1.83B)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
373
Holders Change
+27
Holders Change %
+7.8%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
104
Increased
159
Reduced
83
Closed
72
Calls
$172K
Puts
$54K
Net Calls
+$118K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
226
Curated Wealth Partners
California
$131K -$5.73K -875 -4%
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$130K +$1.77K +271 +1%
US Bancorp
228
US Bancorp
Minnesota
$129K -$32.6K -4,980 -19%
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$128K -$37.7K -5,760 -21%
AF
230
Allworth Financial
California
$127K +$131K +19,937 +1,595%
VT
231
Vise Technologies
New York
$126K
AWA
232
ARQ Wealth Advisors
Arizona
$125K +$136K +20,800 New
BCI
233
Brinker Capital Investments
Pennsylvania
$123K +$135K +20,561 New
RIL
234
Rothschild Investment LLC
Illinois
$122K +$132K +20,158 +8,689%
VAS
235
Vestmark Advisory Solutions
Massachusetts
$120K -$140K -21,414 -52%
CRC
236
Curi RMB Capital
Illinois
$118K +$128K +19,605 New
CIBC Asset Management
237
CIBC Asset Management
Ontario, Canada
$117K
EPW
238
Evolve Private Wealth
California
$116K +$127K +19,380 New
KBC Group
239
KBC Group
Belgium
$115K +$45K +6,872 +56%
CAG
240
Crestwood Advisors Group
Massachusetts
$115K +$125K +19,142 New
PCA
241
Pallas Capital Advisors
Massachusetts
$114K +$124K +18,943 New
BIG
242
Brooklyn Investment Group
New York
$113K +$124K +18,898 New
Two Sigma Investments
243
Two Sigma Investments
New York
$110K +$120K +18,300 New
SRL
244
Scientech Research LLC
New Jersey
$109K +$119K +18,215 New
WA
245
Waverly Advisors
Alabama
$108K +$118K +18,003 New
TCA
246
Transcend Capital Advisors
New Jersey
$106K +$116K +17,740 New
CIA
247
Caerus Investment Advisors
Texas
$105K +$115K +17,571 New
MC
248
Machina Capital
France
$101K +$40K +6,100 +57%
NAM
249
NorthCrest Asset Manangement
Minnesota
$100K +$110K +16,744 New
NDSIB
250
North Dakota State Investment Board
North Dakota
$100K -$17.9K -2,726 -14%