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CareCloud
CCLD

Overview Fund Activity

44 hedge funds and large institutions have $19.5M invested in CareCloud in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 12 closing their positions.

Holders
44
Holders Change
-7
Holders Change %
-13.73%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
8
Closed
12
Calls
$286K
Puts
$20K
Net Calls
+$266K
Net Calls Change
+$240K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.1M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$848K
3
Morgan Stanley
3
Morgan Stanley
New York
$452K
4
BlackRock
4
BlackRock
New York
$442K
5
BRWA
5
B. Riley Wealth Advisors
Florida
$260K

Top Sellers

1
CGA
1
Crescent Grove Advisors
Illinois
$142K
2
Millennium Management
2
Millennium Management
New York
$0
3
CRI
3
Colonial River Investments
Virginia
$0
4
AWM
4
Axxcess Wealth Management
California
$0
5
XT
5
XTX Topco
Cayman Islands
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CGA
26
Crescent Grove Advisors
Illinois
$142K 60,000 -119,936 -67%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$121K 51,085 +35,989 +238%
JIC
28
Johnson Investment Counsel
Ohio
$118K 50,000 – –
Mariner
29
Mariner
Kansas
$115K 48,841 +48,841 New
Northern Trust
30
Northern Trust
Illinois
$105K 44,464 +27,744 +166%
American Century Companies
31
American Century Companies
Missouri
$78.3K 33,164 +33,164 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$74.6K 31,609 +2,254 +8%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$72K 30,495 – –
KWM
34
Kingsview Wealth Management
Oregon
$61.4K 26,000 – –
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$56K 23,700 – –
VPIM
36
Vanguard Personalized Indexing Management
California
$50.2K 21,284 +21,284 New
NA
37
NewEdge Advisors
Louisiana
$18K 7,627 -764 -9%
CFFP
38
Center for Financial Planning
Michigan
$12.7K 5,390 – –
Osaic Holdings
39
Osaic Holdings
Arizona
$5.49K 1,500 -3,837 -72%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$3K 1,070 +1,070 New
Fidelity Investments
41
Fidelity Investments
Massachusetts
$1.21K 511 -1,389 -73%
SS
42
SBI Securities
Japan
$1.2K 509 +21 +4%
RA
43
Rise Advisors
New York
$850 360 +360 New
FC
44
Fairscale Capital
New Hampshire
$669 281 -71 -20%
Millennium Management
45
Millennium Management
New York
– – -58,840 Closed
AWM
46
Axxcess Wealth Management
California
– – -29,342 Closed
CRI
47
Colonial River Investments
Virginia
– – -29,342 Closed
XT
48
XTX Topco
Cayman Islands
– – -25,091 Closed
QC
49
Quadrature Capital
United Kingdom
– – -21,731 Closed
HighTower Advisors
50
HighTower Advisors
Illinois
– – -20,084 Closed
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2
3