Consensus Cloud Solutions
CCSI
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.
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: 165 → 166 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Gates Capital Management
New York
|
+$10.4M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$7.91M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$1.6M |
| 4 |
JGC
J. Goldman & Co
New York
|
+$1.55M |
| 5 |
YIH
Y-Intercept (HK)
Hong Kong
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$11.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.98M |
| 3 |
Janus Henderson Group
London,
|
-$2.57M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$1.5M |
| 5 |
Lazard Asset Management
New York
|
-$899K |
CCSI Hedge Fund Activity: Q4 2025 in Review
166 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Consensus Cloud Solutions (CCSI) for Q4 2025, worth a combined $407M — down 25% from $540M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CCSI positions and 20 closed out — a net gain of 3 holders — while 63 added to existing stakes and 53 trimmed.
The largest buyer was Gates Capital Management, adding an estimated $10.4M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $11.8M.
- 166 institutional investors held Consensus Cloud Solutions (CCSI) as of Q4 2025, up from 165 in Q3 2025.
- Funds reported $407M of Consensus Cloud Solutions stock for Q4 2025, down 25% quarter-over-quarter.
- 23 funds opened new Consensus Cloud Solutions positions in Q4 2025 and 20 closed out, a net change of +3 holders.
- The largest Consensus Cloud Solutions buyer in Q4 2025 was Gates Capital Management, an estimated $10.4M added.
- The largest Consensus Cloud Solutions seller in Q4 2025 was ArrowMark Colorado Holdings, an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2025.