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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
SPIA
351
Steward Partners Investment Advisory
New York
$510 -$1.64K -251 -75%
QWM
352
Quaker Wealth Management
New Jersey
$474 -$52 -8 -9%
BWL
353
Bogart Wealth LLC
Virginia
$354
CCWM
354
Cassaday & Co Wealth Management
Virginia
$354 +$386 +59 New
OCWP
355
Owl Creek Wealth Partners
Colorado
$300 +$328 +50 New
TFA
356
Transamerica Financial Advisors
Florida
$288 +$105 +16 +50%
CFM
357
Cornerstone Financial Management
Massachusetts
$222
DF
358
DecisionPoint Financial
Arizona
$222
SS
359
SBI Securities
Japan
$186
SC
360
SouthState Corp
Florida
$180 +$197 +30 New
CH
361
Cromwell Holdings
Wyoming
$168
TPWA
362
Twin Peaks Wealth Advisors
California
$144 +$157 +24 New
ACA
363
American Capital Advisory
Idaho
$120 -$452 -69 -78%
SFS
364
Sunrise Financial Services
Washington
$108 +$118 +18 New
DF
365
Dunhill Financial
United Kingdom
$95 -$7 -1 -6%
BTI
366
Blue Trust Inc
Georgia
$93 -$753 -115 -88%
HFS
367
Hughes Financial Services
Virginia
$72 +$79 +12 New
BHWM
368
Bay Harbor Wealth Management
Maryland
$60 +$13 +2 +25%
DPW
369
DiNuzzo Private Wealth
Pennsylvania
$42 -$59 -9 -56%
JWA
370
JFS Wealth Advisors
Pennsylvania
$18 -$393 -60 -95%
CW
371
Curio Wealth
Maryland
$12 +$13 +2 New
RWM
372
Rialto Wealth Management
New York
$6 +$7 +1 New
VWM
373
Vermillion Wealth Management
Minnesota
$6 +$7 +1 New
T. Rowe Price Investment Management
374
T. Rowe Price Investment Management
Maryland
-$594M -74,672,379 Closed
PC
375
PointState Capital
New York
-$150M -18,925,086 Closed