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C.H. Robinson

657 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, 263 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: 685657 (-28)

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
657
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
RWM
626
Rialto Wealth Management
New York
$1.06K
LWMI
627
Legacy Wealth Management (Idaho)
Idaho
$1.06K
LIS
628
Legacy Investment Solutions
Idaho
$1.06K
ZBNA
629
Zions Bancorporation, National Association
Utah
$1.05K
PMAM
630
Picton Mahoney Asset Management
Ontario, Canada
$1K
VNA
631
Valley National Advisers
Pennsylvania
$1K
DF
632
Dunhill Financial
United Kingdom
$910
TFM
633
TFC Financial Management
Massachusetts
$870
BWAM
634
Boyd Watterson Asset Management
Ohio
$864
HFS
635
Hughes Financial Services
Virginia
$706
BHWM
636
Bay Harbor Wealth Management
Maryland
$674
HIA
637
HFM Investment Advisors
New Jersey
$672
SWP
638
Strategic Wealth Partners
Ohio
$672
PWA
639
Physician Wealth Advisors
Utah
$576
PWM
640
Parkworth Wealth Management
California
$576
KG
641
Kilter Group
New York
$576
SC
642
Stephens Consulting
Michigan
$480
IAS
643
IMA Advisory Services
Colorado
$386
ACA
644
American Capital Advisory
Idaho
$384
PWA
645
Principia Wealth Advisory
Texas
$288
ANBT
646
American National Bank & Trust
Texas
$288
ACA
647
Atlas Capital Advisors
Wyoming
$287
DWS
648
Dynamic Wealth Strategies
California
$192
DCP
649
Distillate Capital Partners
Illinois
$192
LFA
650
LGT Financial Advisors
Texas
$192