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CCC Intelligent Solutions

332 hedge funds and large institutions have $6.4B invested in CCC Intelligent Solutions in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 146 increasing their positions, 99 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-2
Holders Change %
-0.6%
% of All Funds
4.46%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
66
Increased
146
Reduced
99
Closed
63
Calls
$486K
Puts
$900K
Net Calls
-$414K
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
301
UMB Bank
Missouri
$1.63K +$1.63K +173 New
KG
302
Kilter Group
New York
$1.58K +$1.58K +168 New
FFA
303
Farther Finance Advisors
California
$1.52K +$1.07K +114 +238%
AA
304
Ancora Advisors
Ohio
$1.32K +$1.32K +140 New
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$1.32K +$1.32K +140 New
S
306
Sachetta
Massachusetts
$1.28K +$1.28K +136 New
RIL
307
Rothschild Investment LLC
Illinois
$1.22K -$3.61K -384 -75%
BIA
308
Bell Investment Advisors
California
$1.13K -$2.34K -248 -67%
BAM
309
Bellevue Asset Management
Washington
$1.13K
BTI
310
Blue Trust Inc
Georgia
$1.08K -$6.83K -726 -86%
CAL
311
Capital Advisors Ltd
Ohio
$1K +$1K +69 New
HWM
312
Hemington Wealth Management
Virginia
$1K +$766 +85 +327%
A
313
AlphaQuest
New York
$932 -$47.7K -5,066 -98%
AssetMark Inc
314
AssetMark Inc
California
$762 +$762 +81 New
AF
315
Allworth Financial
California
$734 -$3.23K -343 -81%
MA
316
Montag & Associates
Georgia
$663 -$549 -58 -45%
BWL
317
Bogart Wealth LLC
Virginia
$555 +$555 +59 New
DF
318
DecisionPoint Financial
Arizona
$348 +$348 +37 New
SS
319
SBI Securities
Japan
$339 +$47 +5 +16%
DPW
320
DiNuzzo Private Wealth
Pennsylvania
$302 +$283 +30 +1,500%
CH
321
Cromwell Holdings
Wyoming
$263 +$263 +28 New
BGAI
322
Bruce G. Allen Investments
Colorado
$216 +$216 +23 New
JWA
323
JFS Wealth Advisors
Pennsylvania
$189 -$57 -6 -23%
SIC
324
SJS Investment Consulting
Ohio
$142 +$95 +10 +200%
BHWM
325
Bay Harbor Wealth Management
Maryland
$141 +$122 +13 +650%