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Consensus Cloud Solutions

165 hedge funds and large institutions have $407M invested in Consensus Cloud Solutions in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less capital invested

Capital invested by funds: $540M → $407M (-$133M)

58% less call options, than puts

Call options by funds: $2.17M | Put options by funds: $5.15M

Holders
165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.17M
Puts
$5.15M
Net Calls
Net Calls Change

Top Buyers

1 +$10.4M
2 +$7.91M
3 +$1.6M
4
JGC
J. Goldman & Co
New York
+$1.55M
5
YIH
Y-Intercept (HK)
Hong Kong
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
126
Private Wealth Asset Management
Iowa
$15.3K
AB
127
Amalgamated Bank
New York
$13K
UBS AM
128
UBS AM
Illinois
$11.8K
FHC
129
First Horizon Corporation
Tennessee
$10.6K
Citigroup
130
Citigroup
New York
$9.47K
Osaic Holdings
131
Osaic Holdings
Arizona
$9.1K
CA
132
Clearstead Advisors
Ohio
$8.05K
HCA
133
Harbor Capital Advisors
Illinois
$8K
S
134
SignatureFD
Georgia
$7.57K
FFA
135
Farther Finance Advisors
California
$7.27K
EWA
136
EverSource Wealth Advisors
Alabama
$7.2K
RIL
137
Rothschild Investment LLC
Illinois
$4.82K
MEG
138
Millstone Evans Group
Colorado
$4.6K
VCM
139
Versant Capital Management
Arizona
$4.5K
GRP
140
Global Retirement Partners
California
$4.36K
WSFS
141
Wilmington Savings Fund Society
Delaware
$4.34K
Optiver Holding
142
Optiver Holding
Netherlands
$3.45K
AF
143
Allworth Financial
California
$3.08K
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$2.79K
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$2.23K
PWPS
146
Pinnacle Wealth Planning Services
Ohio
$1.88K
US Bancorp
147
US Bancorp
Minnesota
$1.83K
IA
148
IFP Advisors
Florida
$1.18K
SAM
149
Smartleaf Asset Management
Massachusetts
$1.14K
MCM
150
MAI Capital Management
Ohio
$1.11K