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Confluent

396 hedge funds and large institutions have $5.92B invested in Confluent in 2025 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 152 increasing their positions, 109 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+13
Holders Change %
+3.39%
% of All Funds
5.38%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
91
Increased
152
Reduced
109
Closed
73
Calls
$275M
Puts
$143M
Net Calls
+$132M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
II
176
Inspire Investing
Idaho
$1.11M +$195K +8,312 +21%
WHP
177
Washington Harbour Partners
Virginia
$1.11M -$1.11M -47,200 -50%
TCM
178
Triumph Capital Management
Colorado
$1.09M +$567K +24,200 +108%
JF
179
Jump Financial
Illinois
$994K +$994K +42,405 New
AssetMark Inc
180
AssetMark Inc
California
$992K +$89.8K +3,833 +10%
CWM
181
Circle Wealth Management
New Jersey
$947K +$9.26K +395 +1%
NEI
182
Northwest & Ethical Investments
Ontario, Canada
$919K +$919K +39,270 New
HCS
183
Himension Capital (Singapore)
Singapore
$907K +$907K +38,694 New
WAM
184
Wolverine Asset Management
Illinois
$903K +$903K +38,520 New
TI
185
Tidal Investments
Wisconsin
$892K +$892K +38,072 New
SWA
186
Sax Wealth Advisors
New Jersey
$892K -$210K -8,948 -19%
QCM
187
Qsemble Capital Management
New York
$871K +$871K +37,154 New
IC
188
IEQ Capital
California
$870K -$1.03M -43,754 -54%
OCPWS
189
One Charles Private Wealth Services
Massachusetts
$853K
X
190
Xponance
Pennsylvania
$815K +$37.8K +1,614 +5%
BCI
191
Brinker Capital Investments
Pennsylvania
$810K +$57.3K +2,445 +8%
OPS
192
Orion Portfolio Solutions
Nebraska
$810K +$57.3K +2,445 +8%
Impax Asset Management Group
193
Impax Asset Management Group
United Kingdom
$804K +$291K +12,399 +57%
EWM
194
Empirical Wealth Management
Washington
$800K -$259K -11,062 -24%
Cerity Partners
195
Cerity Partners
New York
$786K -$201K -8,595 -20%
HSBC Holdings
196
HSBC Holdings
United Kingdom
$756K -$273K -11,660 -27%
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$725K +$89.8K +3,830 +14%
CIS
198
Connors Investor Services
Pennsylvania
$703K -$293K -12,500 -29%
Natixis Advisors
199
Natixis Advisors
Massachusetts
$682K +$682K +29,097 New
P8IP
200
Pier 88 Investment Partners
California
$682K +$682K +29,090 New