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CareCloud

54 hedge funds and large institutions have $7M invested in CareCloud in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

260% more call options, than puts

Call options by funds: $36K | Put options by funds: $10K

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

50% more funds holding

Funds holding: 3654 (+18)

7% more capital invested

Capital invested by funds: $6.54M → $7M (+$459K)

0.86% more ownership

Funds ownership: 11.04%11.9% (+0.86%)

Holders
54
Holders Change
+18
Holders Change %
+50%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
17
Reduced
6
Closed
4
Calls
$36K
Puts
$10K
Net Calls
+$26K
Net Calls Change
+$38K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$42K +$89.8K +30,495 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$40.8K +$86.5K +29,355 New
AWM
28
Axxcess Wealth Management
California
$40.8K +$86.4K +29,342 New
CRI
29
Colonial River Investments
Virginia
$40.8K +$86.4K +29,342 New
BlackRock
30
BlackRock
New York
$40.7K
KWM
31
Kingsview Wealth Management
Oregon
$36.1K +$76.6K +26,000 New
IFG
32
Independent Financial Group
California
$35K +$74.3K +25,207 New
XT
33
XTX Topco
Cayman Islands
$34.9K +$73.9K +25,091 New
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$33K
MWM
35
Manske Wealth Management
Texas
$32.8K +$69.5K +23,595 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$30.4K +$23.2K +7,885 +56%
QC
37
Quadrature Capital
United Kingdom
$30K +$64K +21,731 New
HighTower Advisors
38
HighTower Advisors
Illinois
$27.9K +$59.2K +20,084 New
Northern Trust
39
Northern Trust
Illinois
$23.2K
LPL Financial
40
LPL Financial
California
$21.5K +$45.5K +15,463 New
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$21K
Morgan Stanley
42
Morgan Stanley
New York
$15K +$7.23K +2,454 +29%
NA
43
NewEdge Advisors
Louisiana
$11.7K -$30K -10,181 -55%
CFFP
44
Center for Financial Planning
Michigan
$7.49K +$15.9K +5,390 New
Osaic Holdings
45
Osaic Holdings
Arizona
$7.42K +$10.4K +3,537 +197%
TRCT
46
Tower Research Capital (TRC)
New York
$7.03K +$14.9K +5,054 New
UBS Group
47
UBS Group
Switzerland
$4.49K -$48.7K -16,537 -84%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$2.64K +$884 +300 +19%
Lazard Asset Management
49
Lazard Asset Management
New York
$1K +$3.03K +1,029 +528%
SS
50
SBI Securities
Japan
$678 -$250 -85 -15%

CCLD Hedge Fund Activity: Q1 2025 in Review

54 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in CareCloud (CCLD) for Q1 2025, worth a combined $7M — up 7% from $6.54M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CCLD positions and 4 closed out — a net gain of 18 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $5.54M. The largest seller was Citadel Advisors, exiting entirely with an estimated $222K sold.

  • 54 institutional investors held CareCloud (CCLD) as of Q1 2025, up from 36 in Q4 2024.
  • Funds reported $7M of CareCloud stock for Q1 2025, up 7% quarter-over-quarter.
  • 22 funds opened new CareCloud positions in Q1 2025 and 4 closed out, a net change of +18 holders.
  • The largest CareCloud buyer in Q1 2025 was Ameriprise, an estimated $5.54M added.
  • The largest CareCloud seller in Q1 2025 was Citadel Advisors, an estimated $222K sold.

Based on aggregated 13F filings for Q1 2025.