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Confluent

308 hedge funds and large institutions have $6.38B invested in Confluent in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 108 increasing their positions, 66 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+50
Holders Change %
+19.38%
% of All Funds
4.86%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.27%
New
92
Increased
108
Reduced
66
Closed
40
Calls
$204M
Puts
$80.6M
Net Calls
+$124M
Net Calls Change
+$76.3M
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
276
GPS Wealth Strategies Group
Colorado
$4.94K
VCM
277
Versant Capital Management
Arizona
$4.87K
EC
278
Elequin Capital
New York
$4.77K +$4.77K +135 New
FA
279
Fiduciary Alliance
South Carolina
$4.73K +$4.73K +134 New
AF
280
Allworth Financial
California
$4.41K -$353 -10 -7%
TSWM
281
Tyler-Stone Wealth Management
Ohio
$3K +$3K +71 New
HI
282
Harbour Investments
Wisconsin
$2.44K
TRCT
283
Tower Research Capital (TRC)
New York
$2.3K -$14.8K -419 -87%
AW
284
Avion Wealth
Texas
$2K +$1.25K +47 +168%
BBPWM
285
Blue Bell Private Wealth Management
Pennsylvania
$1.77K
RA
286
Rise Advisors
New York
$1.77K
BWL
287
Bogart Wealth LLC
Virginia
$1.77K
PMFA
288
Plante Moran Financial Advisors
Michigan
$1.77K +$1.77K +50 New
MA
289
Montag & Associates
Georgia
$1.59K -$177 -5 -10%
AFG
290
Albion Financial Group
Utah
$1.06K +$1.06K +30 New
CAM
291
ClariVest Asset Management
California
$1K
BIA
292
Bell Investment Advisors
California
$883 -$812 -23 -48%
AF
293
Advisornet Financial
Minnesota
$883
NSG
294
Nalls Sherbakoff Group
Tennessee
$731
IPW
295
Impact Partnership Wealth
Georgia
$706 +$706 +20 New
EWA
296
EverSource Wealth Advisors
Alabama
$530 +$530 +15 New
MPWT
297
MassMutual Private Wealth & Trust
Connecticut
$494 +$494 +14 New
IFAM
298
Institutional & Family Asset Management
Colorado
$424 +$424 +12 New
AAG
299
Armstrong Advisory Group
Massachusetts
$354
FFA
300
Farther Finance Advisors
California
$353