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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, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

4% more funds holding

Funds holding: 2728 (+1)

2.59% more ownership

Funds ownership: 59.43%62.01% (+2.6%)

16% less capital invested

Capital invested by funds: $38.1M → $32M (-$6.16M)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$8.41M +$226K +8,336 +3%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$4.96M -$459K -16,897 -8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.12M -$5.66M -208,298 -58%
PWAM
4
Private Wealth Asset Management
Iowa
$3.56M +$151K +5,548 +4%
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$2.14M -$14.4K -532 -0.7%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.52M -$202K -7,419 -12%
HH
7
Hilltop Holdings
Texas
$1.44M -$226K -8,326 -13%
P
8
&Partners
Tennessee
$1.32M +$638K +23,476 +91%
BPA
9
Beacon Pointe Advisors
California
$1.07M +$761 +28 +0.1%
Jane Street
10
Jane Street
New York
$775K +$784K +28,865 New
OMC
11
Old Mission Capital
Illinois
$659K +$666K +24,525 New
IAN
12
Integrated Advisors Network
Texas
$563K -$14.6K -538 -3%
EA
13
Efficient Advisors
Ohio
$396K +$400K +14,743 New
UBS Group
14
UBS Group
Switzerland
$286K +$167K +6,152 +137%
WA
15
Waddell & Associates
Tennessee
$255K
Citadel Advisors
16
Citadel Advisors
Florida
$212K +$214K +7,877 New
NCM
17
Northwest Capital Management
Oregon
$90.8K -$43.1K -1,586 -32%
NA
18
NewEdge Advisors
Louisiana
$77.9K
Raymond James Financial
19
Raymond James Financial
Florida
$63.4K +$64.1K +2,360 New
PS
20
Principal Securities
Iowa
$20.2K +$20.5K +753 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$15K -$1.23M -45,334 -99%
Morgan Stanley
22
Morgan Stanley
New York
$9.86K +$9.94K +366 +36,600%
ACA
23
Aptus Capital Advisors
Alabama
$6.71K
TWC
24
TD Waterhouse Canada
Ontario, Canada
$5.92K
Osaic Holdings
25
Osaic Holdings
Arizona
$3.36K -$61.5K -2,264 -95%

CCOR Hedge Fund Activity: Q2 2025 in Review

28 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Core Alternative Capital (CCOR) for Q2 2025, worth a combined $32M — down 16% from $38.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CCOR positions and 5 closed out — a net gain of 1 holder — while 6 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $784K. The largest seller was Envestnet Asset Management, cutting an estimated $5.66M.

  • 28 institutional investors held Core Alternative Capital (CCOR) as of Q2 2025, up from 27 in Q1 2025.
  • Funds reported $32M of Core Alternative Capital stock for Q2 2025, down 16% quarter-over-quarter.
  • 6 funds opened new Core Alternative Capital positions in Q2 2025 and 5 closed out, a net change of +1 holder.
  • The largest Core Alternative Capital buyer in Q2 2025 was Jane Street, an estimated $784K added.
  • The largest Core Alternative Capital seller in Q2 2025 was Envestnet Asset Management, an estimated $5.66M sold.

Based on aggregated 13F filings for Q2 2025.