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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.11M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$480K |
| 3 |
Morgan Stanley
New York
|
+$344K |
| 4 |
BlackRock
New York
|
+$300K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$185K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGA
Crescent Grove Advisors
Lake Forest,
Illinois
|
-$228K |
| 2 |
Millennium Management
New York
|
-$81.8K |
| 3 |
MG
Marex Group
London,
|
-$65.1K |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$40.8K |
| 5 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
-$40.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFG
51
Independent Financial Group
San Diego,
California
| – | -$35K | -25,207 | Closed |
|
|
XT
52
XTX Topco
George Town,
Cayman Islands
| – | -$34.9K | -25,091 | Closed |
|
|
QC
53
Quadrature Capital
London,
United Kingdom
| – | -$30K | -21,731 | Closed |
|
54
HighTower Advisors
Chicago,
Illinois
| – | -$27.9K | -20,084 | Closed |
|
55
LPL Financial
San Diego,
California
| – | -$21.5K | -15,463 | Closed |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| – | -$7.03K | -5,054 | Closed |
|
57
Lazard Asset Management
New York
| – | -$1K | -1,224 | Closed |
|
58
JP Morgan Chase
New York
| – | -$29 | -21 | Closed |
|
|
FFA
59
Frazier Financial Advisors
Columbus,
Ohio
| – | -$28 | -20 | Closed |
|
60
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$21 | -15 | Closed |
|
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.