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CareCloud
CCLD

46 hedge funds and large institutions have $19.6M invested in CareCloud in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more call options, than puts

Call options by funds: $411K | Put options by funds: $98K

180% more capital invested

Capital invested by funds: $7M → $19.6M (+$12.6M)

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

7.75% more ownership

Funds ownership: 11.9% → 19.65% (+7.7%)

15% less funds holding

Funds holding: 54 → 46 (-8)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
46
Holders Change
-8
Holders Change %
-14.81%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
9
Closed
14
Calls
$411K
Puts
$98K
Net Calls
+$313K
Net Calls Change
+$287K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$4.11M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$480K
3
Morgan Stanley
Morgan Stanley
New York
+$344K
4
BlackRock
BlackRock
New York
+$300K
5
Wells Fargo
Wells Fargo
California
+$185K

Top Sellers

Rank Fund Capital Flow
1
CGA
Crescent Grove Advisors
Illinois
-$228K
2
Millennium Management
Millennium Management
New York
-$81.8K
3
MG
Marex Group
-$65.1K
4
AWM
Axxcess Wealth Management
California
-$40.8K
5
CRI
Colonial River Investments
Virginia
-$40.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
26
Crescent Grove Advisors
Illinois
$142K -$228K -119,936 -67%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$121K +$68.4K +35,989 +238%
JIC
28
Johnson Investment Counsel
Ohio
$118K – – –
Mariner
29
Mariner
Kansas
$115K +$92.8K +48,841 New
Northern Trust
30
Northern Trust
Illinois
$105K +$52.7K +27,744 +166%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$84.7K +$26.7K +14,041 +64%
American Century Companies
32
American Century Companies
Missouri
$78.3K +$63K +33,164 New
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$74.6K +$4.29K +2,254 +8%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$72K – – –
KWM
35
Kingsview Wealth Management
Oregon
$61.4K – – –
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$56K – – –
MWM
37
Manske Wealth Management
Texas
$53.8K -$1.51K -792 -3%
VPIM
38
Vanguard Personalized Indexing Management
California
$50.2K +$40.5K +21,284 New
NA
39
NewEdge Advisors
Louisiana
$18K -$1.45K -764 -9%
CFFP
40
Center for Financial Planning
Michigan
$12.7K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$9.86K -$2.21K -1,160 -22%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$3K +$2.03K +1,070 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$1.21K -$2.64K -1,389 -73%
SS
44
SBI Securities
Japan
$1.2K +$40 +21 +4%
RA
45
Rise Advisors
New York
$850 +$684 +360 New
FC
46
Fairscale Capital
New Hampshire
$669 -$135 -71 -20%
Millennium Management
47
Millennium Management
New York
– -$81.8K -58,840 Closed
MG
48
Marex Group
– -$65.1K -46,799 Closed
AWM
49
Axxcess Wealth Management
California
– -$40.8K -29,342 Closed
CRI
50
Colonial River Investments
Virginia
– -$40.8K -29,342 Closed
1
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3

CCLD Hedge Fund Activity: Q2 2025 in Review

46 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in CareCloud (CCLD) for Q2 2025, worth a combined $19.6M — up 180% from $7M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CCLD and 6 opened new positions — a net loss of 8 holders — while 9 trimmed existing stakes and 24 added.

The largest buyer was Vanguard Group, adding an estimated $4.11M. The largest seller was Crescent Grove Advisors, cutting an estimated $228K.

  • 46 institutional investors held CareCloud (CCLD) as of Q2 2025, down from 54 in Q1 2025.
  • Funds reported $19.6M of CareCloud stock for Q2 2025, up 180% quarter-over-quarter.
  • 6 funds opened new CareCloud positions in Q2 2025 and 14 closed out, a net change of -8 holders.
  • The largest CareCloud buyer in Q2 2025 was Vanguard Group, an estimated $4.11M added.
  • The largest CareCloud seller in Q2 2025 was Crescent Grove Advisors, an estimated $228K sold.

Based on aggregated 13F filings for Q2 2025.