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Core Alternative Capital

27 hedge funds and large institutions have $38.1M invested in Core Alternative Capital in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.39% less ownership

Funds ownership: 70.81%59.43% (-11%)

21% less funds holding

Funds holding: 3427 (-7)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

48% less capital invested

Capital invested by funds: $74M → $38.1M (-$35.9M)

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
27
Holders Change
-7
Holders Change %
-20.59%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.67M -$4.59M -176,222 -33%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$8.15M +$342K +13,129 +5%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$5.39M -$77.6K -2,980 -1%
PWAM
4
Private Wealth Asset Management
Iowa
$3.4M +$3.31M +127,042 New
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$2.15M +$73.2K +2,812 +4%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.71M -$461K -17,723 -22%
HH
7
Hilltop Holdings
Texas
$1.66M -$41K -1,575 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.23M -$479K -18,412 -29%
BPA
9
Beacon Pointe Advisors
California
$1.06M -$46.8K -1,799 -4%
GM
10
GeoWealth Management
Illinois
$921K +$506K +19,423 +129%
P
11
&Partners
Tennessee
$688K +$21.5K +825 +3%
IAN
12
Integrated Advisors Network
Texas
$575K -$155K -5,963 -22%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$319K -$1.42M -54,456 -82%
FCBT
14
First Citizens Bank & Trust
North Carolina
$319K -$1.42M -54,456 -82%
WA
15
Waddell & Associates
Tennessee
$254K
FHA
16
Flagship Harbor Advisors
Massachusetts
$233K -$22.6K -869 -9%
NCM
17
Northwest Capital Management
Oregon
$133K +$1.25K +48 +1%
UBS Group
18
UBS Group
Switzerland
$120K -$208 -8 -0.2%
NA
19
NewEdge Advisors
Louisiana
$77.6K
Osaic Holdings
20
Osaic Holdings
Arizona
$63.9K +$703 +27 +1%
ACA
21
Aptus Capital Advisors
Alabama
$6.69K
TWC
22
TD Waterhouse Canada
Ontario, Canada
$5.83K
IA
23
IFP Advisors
Florida
$3.45K -$1.75K -67 -34%
DF
24
Dunhill Financial
United Kingdom
$3.25K +$5.99K +230 New
SAM
25
Smartleaf Asset Management
Massachusetts
$3.16K

CCOR Hedge Fund Activity: Q1 2025 in Review

27 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Core Alternative Capital (CCOR) for Q1 2025, worth a combined $38.1M — down 48% from $74M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CCOR and 2 opened new positions — a net loss of 7 holders — while 13 trimmed existing stakes and 7 added.

The largest buyer was GeoWealth Management, adding an estimated $506K. The largest seller was Alaska Permanent Capital Management, exiting entirely with an estimated $19.6M sold.

  • 27 institutional investors held Core Alternative Capital (CCOR) as of Q1 2025, down from 34 in Q4 2024.
  • Funds reported $38.1M of Core Alternative Capital stock for Q1 2025, down 48% quarter-over-quarter.
  • 2 funds opened new Core Alternative Capital positions in Q1 2025 and 9 closed out, a net change of -7 holders.
  • The largest Core Alternative Capital buyer in Q1 2025 was GeoWealth Management, an estimated $506K added.
  • The largest Core Alternative Capital seller in Q1 2025 was Alaska Permanent Capital Management, an estimated $19.6M sold.

Based on aggregated 13F filings for Q1 2025.