We are live on ! Find out more
CCSI icon

Consensus Cloud Solutions

166 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, 63 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 53

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

1.28% more ownership

Funds ownership: 96.81%98.1% (+1.3%)

1% more funds holding

Funds holding: 165166 (+1)

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
166
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
63
Reduced
53
Closed
20
Calls
$2.17M
Puts
$5.15M
Net Calls
-$2.99M
Net Calls Change
-$2.6M
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 -$2.12K -86 -13%
UBS AM
128
UBS AM
Illinois
$11.8K +$13.3K +539 New
FHC
129
First Horizon Corporation
Tennessee
$10.6K +$271 +11 +2%
Citigroup
130
Citigroup
New York
$9.47K +$4.53K +184 +74%
Osaic Holdings
131
Osaic Holdings
Arizona
$9.1K -$665 -27 -6%
EP
132
Essential Partners
California
$8.2K +$2.14K +87 +30%
CA
133
Clearstead Advisors
Ohio
$8.05K -$9.01K -366 -50%
HCA
134
Harbor Capital Advisors
Illinois
$8K -$148 -6 -2%
S
135
SignatureFD
Georgia
$7.57K
FFA
136
Farther Finance Advisors
California
$7.27K +$5.2K +211 +173%
EWA
137
EverSource Wealth Advisors
Alabama
$7.2K +$542 +22 +7%
RIL
138
Rothschild Investment LLC
Illinois
$4.82K +$1.08K +44 +25%
MEG
139
Millstone Evans Group
Colorado
$4.6K
VCM
140
Versant Capital Management
Arizona
$4.5K +$1.38K +56 +37%
GRP
141
Global Retirement Partners
California
$4.36K
WSFS
142
Wilmington Savings Fund Society
Delaware
$4.34K
Optiver Holding
143
Optiver Holding
Netherlands
$3.45K
AF
144
Allworth Financial
California
$3.08K -$1.45K -59 -30%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$2.79K +$3.1K +126 +6,300%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$2.23K
PWPS
147
Pinnacle Wealth Planning Services
Ohio
$1.88K +$2.12K +86 New
US Bancorp
148
US Bancorp
Minnesota
$1.83K -$172 -7 -8%
IA
149
IFP Advisors
Florida
$1.18K +$1.3K +53 +5,300%
SAM
150
Smartleaf Asset Management
Massachusetts
$1.14K +$1.26K +51 +5,100%