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Confluent

394 hedge funds and large institutions have $6.56B invested in Confluent in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 150 increasing their positions, 122 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

0.74% less ownership

Funds ownership: 92.57%91.83% (-0.74%)

3% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 74

1% less funds holding

Funds holding: 398394 (-4)

Holders
394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$216M
Puts
$134M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
326
VSM Wealth Advisory
Maryland
$12.5K
SPIA
327
Steward Partners Investment Advisory
New York
$12.3K
BCV
328
Banque Cantonale Vaudoise
Switzerland
$12K
NS
329
NBC Securities
Alabama
$12K
AF
330
Allworth Financial
California
$11.7K
SCM
331
Sterling Capital Management
North Carolina
$11.4K
CI Investments Inc
332
CI Investments Inc
Ontario, Canada
$11K
MPWT
333
MassMutual Private Wealth & Trust
Connecticut
$10.1K
WTA
334
Washington Trust Advisors
Massachusetts
$10K
LB
335
Legacy Bridge
Iowa
$9.97K
C
336
Covestor
United Kingdom
$9K
SL
337
Salomon & Ludwin
Virginia
$7.68K
KIM
338
Kestra Investment Management
Texas
$6.28K
PS
339
Principal Securities
Iowa
$4.86K
TCOV
340
Trust Company of Vermont
Vermont
$4.49K
FDW
341
Fourth Dimension Wealth
Ohio
$4.26K
HI
342
Harbour Investments
Wisconsin
$4.21K
WCM
343
Winthrop Capital Management
Indiana
$4K
BIA
344
Bell Investment Advisors
California
$3.96K
BAM
345
Bellevue Asset Management
Washington
$3.79K
SAM
346
Smartleaf Asset Management
Massachusetts
$3.35K
SS
347
Sunbelt Securities
Texas
$3.27K
LFA
348
LGT Financial Advisors
Texas
$3.24K
BC
349
Bayforest Capital
United Kingdom
$3.12K
Northwestern Mutual Wealth Management
350
Northwestern Mutual Wealth Management
Wisconsin
$3.07K