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Core Alternative Capital

28 hedge funds and large institutions have $32M invested in Core Alternative Capital in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$8.41M +$224K +8,336 +3%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$4.96M -$454K -16,897 -8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.12M -$5.59M -208,298 -58%
PWAM
4
Private Wealth Asset Management
Iowa
$3.56M +$149K +5,548 +4%
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$2.14M -$14.3K -532 -0.7%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.52M -$199K -7,419 -12%
HH
7
Hilltop Holdings
Texas
$1.44M -$224K -8,326 -13%
P
8
&Partners
Tennessee
$1.32M +$631K +23,476 +91%
BPA
9
Beacon Pointe Advisors
California
$1.07M +$752 +28 +0.1%
Jane Street
10
Jane Street
New York
$775K +$775K +28,865 New
OMC
11
Old Mission Capital
Illinois
$659K +$659K +24,525 New
IAN
12
Integrated Advisors Network
Texas
$563K -$14.5K -538 -3%
EA
13
Efficient Advisors
Ohio
$396K +$396K +14,743 New
UBS Group
14
UBS Group
Switzerland
$286K +$165K +6,152 +137%
WA
15
Waddell & Associates
Tennessee
$255K
Citadel Advisors
16
Citadel Advisors
Florida
$212K +$212K +7,877 New
NCM
17
Northwest Capital Management
Oregon
$90.8K -$42.6K -1,586 -32%
NA
18
NewEdge Advisors
Louisiana
$77.9K
Raymond James Financial
19
Raymond James Financial
Florida
$63.4K +$63.4K +2,360 New
Osaic Holdings
20
Osaic Holdings
Arizona
$61.4K
PS
21
Principal Securities
Iowa
$20.2K +$20.2K +753 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$15K -$1.21M -45,334 -99%
Morgan Stanley
23
Morgan Stanley
New York
$9.86K +$9.84K +366 +36,600%
ACA
24
Aptus Capital Advisors
Alabama
$6.72K
TWC
25
TD Waterhouse Canada
Ontario, Canada
$5.92K