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Confluent
CFLT

Overview Fund Activity

387 hedge funds and large institutions have $6.54B invested in Confluent in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 146 increasing their positions, 119 reducing their positions, and 75 closing their positions.

Holders
387
Holders Change
-9
Holders Change %
-2.27%
% of All Funds
5.2%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
72
Increased
146
Reduced
119
Closed
75
Calls
$180M
Puts
$117M
Net Calls
+$63.7M
Net Calls Change
-$68.1M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$388M
2
Norges Bank
2
Norges Bank
Norway
$89.7M
3
Squarepoint
3
Squarepoint
New York
$83.2M
4
ACM
4
Altimeter Capital Management
Massachusetts
$388M
5
CCM
5
Cadian Capital Management
New York
$108M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$298M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$155M
3
SPC
3
Slate Path Capital
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$48.5M
5
BlackRock
5
BlackRock
New York
$645M
Name Market Value Shares Shares
Change 		Shares
Change %
WB
351
Webster Bank
Connecticut
$1.52K 61 +61 New
GWM
352
Geneos Wealth Management
Colorado
$1.5K 60 -384 -86%
IWM
353
Inlight Wealth Management
Georgia
$1.47K 59 – –
ETC
354
Exchange Traded Concepts
Oklahoma
$1.27K 51 +51 New
BBPWM
355
Blue Bell Private Wealth Management
Pennsylvania
$1.25K 50 – –
SWM
356
Spire Wealth Management
Virginia
$1.25K 50 +50 New
PPC
357
Park Place Capital
Alabama
$1.1K 44 – –
CH
358
Cromwell Holdings
Wyoming
$1.05K 42 +27 +180%
TFGT
359
TS Financial Group (TSFG)
Illinois
$1K 54 – –
HFS
360
Hantz Financial Services
Michigan
$1K 57 +46 +418%
CFD
361
Creative Financial Designs
Indiana
$798 32 -5 -14%
CWM
362
Copia Wealth Management
Oregon
$748 30 – –
SC
363
SouthState Corp
Florida
$723 29 -28 -49%
WA
364
Whipplewood Advisors
Colorado
$698 28 +28 New
BWL
365
Bogart Wealth LLC
Virginia
$623 25 +25 New
KB
366
Kimelman & Baird
New York
$599 24 – –
CFB
367
Cullen/Frost Bankers
Texas
$548 22 +22 New
MCM
368
MV Capital Management
Maryland
$474 19 -8 -30%
HFS
369
Hughes Financial Services
Virginia
$448 26 -17 -40%
HWA
370
HHM Wealth Advisors
Tennessee
$374 15 – –
RAM
371
Riggs Asset Management
Pennsylvania
$350 14 – –
MCM
372
MAI Capital Management
Ohio
$300 12 +12 New
JWA
373
JFS Wealth Advisors
Pennsylvania
$250 10 – –
VFM
374
Vision Financial Markets
Connecticut
$200 8 – –
MCM
375
Manchester Capital Management
Vermont
$200 8 – –
13 14
15
16 17