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C.H. Robinson

660 hedge funds and large institutions have $11B invested in C.H. Robinson in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 264 increasing their positions, 227 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

4% less funds holding

Funds holding: 687660 (-27)

21% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 92

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
660
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$216M
Puts
$42M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
626
Montag & Associates
Georgia
$1.49K
SIC
627
SJS Investment Consulting
Ohio
$1.34K
AWM
628
Activest Wealth Management
Florida
$1.15K
RWM
629
Rialto Wealth Management
New York
$1.06K
LWMI
630
Legacy Wealth Management (Idaho)
Idaho
$1.06K
LIS
631
Legacy Investment Solutions
Idaho
$1.06K
ZBNA
632
Zions Bancorporation, National Association
Utah
$1.05K
PMAM
633
Picton Mahoney Asset Management
Ontario, Canada
$1K
VNA
634
Valley National Advisers
Pennsylvania
$1K
DF
635
Dunhill Financial
United Kingdom
$910
TFM
636
TFC Financial Management
Massachusetts
$870
BWAM
637
Boyd Watterson Asset Management
Ohio
$864
HFS
638
Hughes Financial Services
Virginia
$706
BHWM
639
Bay Harbor Wealth Management
Maryland
$674
HIA
640
HFM Investment Advisors
New Jersey
$672
SWP
641
Strategic Wealth Partners
Ohio
$672
PWA
642
Physician Wealth Advisors
Utah
$576
PWM
643
Parkworth Wealth Management
California
$576
KG
644
Kilter Group
New York
$576
SC
645
Stephens Consulting
Michigan
$480
IAS
646
IMA Advisory Services
Colorado
$386
ACA
647
American Capital Advisory
Idaho
$384
PWA
648
Principia Wealth Advisory
Texas
$288
ANBT
649
American National Bank & Trust
Texas
$288
ACA
650
Atlas Capital Advisors
Wyoming
$287