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CIRC

Circle8 Group
CIRC

39 hedge funds and large institutions have $2.31M invested in Circle8 Group in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.04% less ownership

Funds ownership: 2.99% → 2.96% (-0.04%)

5% less funds holding

Funds holding: 41 → 39 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

57% less capital invested

Capital invested by funds: $5.33M → $2.31M (-$3.01M)

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$82.3K
2
Morgan Stanley
Morgan Stanley
New York
+$44.3K
3
Goldman Sachs
Goldman Sachs
New York
+$28K
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$25.6K
5
State Street
State Street
Massachusetts
+$20.8K

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$81.5K
2
Northern Trust
Northern Trust
Illinois
-$47.7K
3
BlackRock
BlackRock
New York
-$39K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$33K
5
Barclays
Barclays
United Kingdom
-$25.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.1K -$7.47K -3,220 -80%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1K +$2.15K +927 +918%
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$509 -$665 -287 -43%
SCM
29
Sterling Capital Management
North Carolina
$480 +$58 +25 +7%
GI
30
GAMMA Investing
California
$234 +$408 +176 New
Citigroup
31
Citigroup
New York
$163 -$424 -183 -60%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$93 +$162 +70 New
FFA
33
Farther Finance Advisors
California
$9 – – –
EP
34
Essential Partners
California
$4 -$53 -23 -88%
AF
35
Allworth Financial
California
$4 -$12 -5 -63%
EWA
36
EverSource Wealth Advisors
Alabama
$4 +$5 +2 +200%
IA
37
IFP Advisors
Florida
$1 – – –
Charles Schwab
38
Charles Schwab
California
– -$81.5K -26,705 Closed
Nisa Investment Advisors
39
Nisa Investment Advisors
Missouri
– -$5.67K -1,860 Closed
AB
40
Amalgamated Bank
New York
– -$461 -199 -54%
RA
41
Rise Advisors
New York
– -$323 -106 Closed
AAP
42
Arax Advisory Partners
Colorado
– -$280 -92 Closed
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
– -$141 -61 -23%
CA
44
Clearstead Advisors
Ohio
– -$22 -7 Closed
TWD
45
True Wealth Design
Ohio
– -$7 -2 Closed
1
2

CIRC Hedge Fund Activity: Q4 2025 in Review

39 of the 8,256 institutional investors tracked by Wall St. Rank reported a position in Circle8 Group (CIRC) for Q4 2025, worth a combined $2.31M — down 57% from $5.33M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CIRC and 4 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 9 added.

The largest buyer was Deutsche Bank, adding an estimated $82.3K. The largest seller was Charles Schwab, exiting entirely with an estimated $81.5K sold.

  • 39 institutional investors held Circle8 Group (CIRC) as of Q4 2025, down from 41 in Q3 2025.
  • Funds reported $2.31M of Circle8 Group stock for Q4 2025, down 57% quarter-over-quarter.
  • 4 funds opened new Circle8 Group positions in Q4 2025 and 6 closed out, a net change of -2 holders.
  • The largest Circle8 Group buyer in Q4 2025 was Deutsche Bank, an estimated $82.3K added.
  • The largest Circle8 Group seller in Q4 2025 was Charles Schwab, an estimated $81.5K sold.

Based on aggregated 13F filings for Q4 2025.