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Consensus Cloud Solutions

163 hedge funds and large institutions have $428M invested in Consensus Cloud Solutions in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 47 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 47

1.63% more ownership

Funds ownership: 93.3%94.93% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $430M → $428M (-$1.44M)

3% less funds holding

Funds holding: 168163 (-5)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

44% less call options, than puts

Call options by funds: $284K | Put options by funds: $507K

Holders
163
Holders Change
-5
Holders Change %
-2.98%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
63
Reduced
47
Closed
22
Calls
$284K
Puts
$507K
Net Calls
-$223K
Net Calls Change
-$266K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$10.9K -$3.42K -133 -22%
WSFS
127
Wilmington Savings Fund Society
Delaware
$10.3K
TWD
128
True Wealth Design
Ohio
$10.2K -$26 -1 -0.2%
HCA
129
Harbor Capital Advisors
Illinois
$10K +$4.09K +159 +59%
FFO
130
Fortitude Family Office
Arizona
$9.65K
CA
131
Clearstead Advisors
Ohio
$8.45K
S
132
SignatureFD
Georgia
$8.01K
MEG
133
Millstone Evans Group
Colorado
$4.87K
GWM
134
Geneos Wealth Management
Colorado
$4.62K +$5.15K +200 New
EWA
135
EverSource Wealth Advisors
Alabama
$4.52K +$335 +13 +7%
RIL
136
Rothschild Investment LLC
Illinois
$4.43K
VCM
137
Versant Capital Management
Arizona
$4.08K
HFM
138
Harvest Fund Management
China
$4K +$4.63K +180 New
QCG
139
Quadrant Capital Group
Ohio
$2.54K
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$2.35K
LC
141
Lindbrook Capital
California
$2.22K
CIAM
142
Caitong International Asset Management
Hong Kong
$2.12K +$2.37K +92 New
US Bancorp
143
US Bancorp
Minnesota
$2.1K
CCM
144
Coldstream Capital Management
Washington
$1.94K +$2.16K +84 New
AF
145
Allworth Financial
California
$1.86K
SS
146
SBI Securities
Japan
$1.66K -$1.29K -50 -41%
MCM
147
MAI Capital Management
Ohio
$1.2K
RAM
148
Riggs Asset Management
Pennsylvania
$1.02K
PTC
149
Private Trust Company
Ohio
$969 +$1.08K +42 New
Jones Financial Companies
150
Jones Financial Companies
Missouri
$673 +$566 +22 +314%

CCSI Hedge Fund Activity: Q1 2025 in Review

163 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Consensus Cloud Solutions (CCSI) for Q1 2025, worth a combined $428M — down 0.34% from $430M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of CCSI and 18 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 63 added.

The largest buyer was LSV Asset Management, adding an estimated $6.4M. The largest seller was Millennium Management, cutting an estimated $3.82M.

  • 163 institutional investors held Consensus Cloud Solutions (CCSI) as of Q1 2025, down from 168 in Q4 2024.
  • Funds reported $428M of Consensus Cloud Solutions stock for Q1 2025, down 0.34% quarter-over-quarter.
  • 18 funds opened new Consensus Cloud Solutions positions in Q1 2025 and 22 closed out, a net change of -4 holders.
  • The largest Consensus Cloud Solutions buyer in Q1 2025 was LSV Asset Management, an estimated $6.4M added.
  • The largest Consensus Cloud Solutions seller in Q1 2025 was Millennium Management, an estimated $3.82M sold.

Based on aggregated 13F filings for Q1 2025.