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C.H. Robinson

665 hedge funds and large institutions have $11.4B invested in C.H. Robinson in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 269 increasing their positions, 228 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more call options, than puts

Call options by funds: $216M | Put options by funds: $42M

18% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 228

1.16% more ownership

Funds ownership: 95.82%96.98% (+1.2%)

2% less capital invested

Capital invested by funds: $11.6B → $11.4B (-$176M)

4% less funds holding

Funds holding: 692665 (-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
665
Holders Change
-27
Holders Change %
-3.9%
% of All Funds
8.76%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
73
Increased
269
Reduced
228
Closed
92
Calls
$216M
Puts
$42M
Net Calls
+$174M
Net Calls Change
-$60.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
626
Wealth Preservation Advisors
Tennessee
$1.73K +$843 +9 +100%
MSWM
627
Mowery & Schoenfeld Wealth Management
Illinois
$1.63K
CPG
628
Cornerstone Planning Group
New Jersey
$1.63K +$562 +6 +75%
GBT
629
Grove Bank & Trust
Florida
$1.53K +$1.5K +16 New
MA
630
Montag & Associates
Georgia
$1.49K -$375 -4 -21%
SIC
631
SJS Investment Consulting
Ohio
$1.34K -$562 -6 -30%
AWM
632
Activest Wealth Management
Florida
$1.15K -$1.78K -19 -61%
RWM
633
Rialto Wealth Management
New York
$1.06K -$281 -3 -21%
LWMI
634
Legacy Wealth Management (Idaho)
Idaho
$1.06K
LIS
635
Legacy Investment Solutions
Idaho
$1.06K +$1.03K +11 New
ZBNA
636
Zions Bancorporation, National Association
Utah
$1.05K -$14K -149 -93%
PMAM
637
Picton Mahoney Asset Management
Ontario, Canada
$1K
VNA
638
Valley National Advisers
Pennsylvania
$1K +$468 +5 +50%
DF
639
Dunhill Financial
United Kingdom
$910 -$1.41K -15 -63%
TFM
640
TFC Financial Management
Massachusetts
$870 -$468 -5 -36%
BWAM
641
Boyd Watterson Asset Management
Ohio
$864
HFS
642
Hughes Financial Services
Virginia
$706 +$562 +6 New
BHWM
643
Bay Harbor Wealth Management
Maryland
$674 +$281 +3 +75%
HIA
644
HFM Investment Advisors
New Jersey
$672 +$375 +4 +133%
SWP
645
Strategic Wealth Partners
Ohio
$672 +$656 +7 New
PWA
646
Physician Wealth Advisors
Utah
$576
PWM
647
Parkworth Wealth Management
California
$576 +$281 +3 +100%
CWP
648
Clark Wealth Partners
Illinois
$576 +$562 +6 New
KG
649
Kilter Group
New York
$576 +$562 +6 New
SC
650
Stephens Consulting
Michigan
$480 +$468 +5 New

CHRW Hedge Fund Activity: Q2 2025 in Review

665 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in C.H. Robinson (CHRW) for Q2 2025, worth a combined $11.4B — down 1.5% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of CHRW and 73 opened new positions — a net loss of 19 holders — while 228 trimmed existing stakes and 269 added.

The largest buyer was Boston Partners, adding an estimated $114M. The largest seller was Holocene Advisors, cutting an estimated $78.7M.

  • 665 institutional investors held C.H. Robinson (CHRW) as of Q2 2025, down from 692 in Q1 2025.
  • Funds reported $11.4B of C.H. Robinson stock for Q2 2025, down 1.5% quarter-over-quarter.
  • 73 funds opened new C.H. Robinson positions in Q2 2025 and 92 closed out, a net change of -19 holders.
  • The largest C.H. Robinson buyer in Q2 2025 was Boston Partners, an estimated $114M added.
  • The largest C.H. Robinson seller in Q2 2025 was Holocene Advisors, an estimated $78.7M sold.

Based on aggregated 13F filings for Q2 2025.