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CIRC

Circle8 Group

53 hedge funds and large institutions have $8.23M invested in Circle8 Group in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

256% more capital invested

Capital invested by funds: $2.31M → $8.23M (+$5.92M)

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

36% more funds holding

Funds holding: 3953 (+14)

0.48% more ownership

Funds ownership: 2.96%3.44% (+0.48%)

Holders
53
Holders Change
+14
Holders Change %
+35.9%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
19
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$9.46K +$9.19K +2,911 +1,386%
Morgan Stanley
27
Morgan Stanley
New York
$9.02K -$73.1K -23,152 -89%
Wells Fargo
28
Wells Fargo
California
$7.77K -$10.7K -3,399 -57%
Mirae Asset Global ETFs Holdings
29
Mirae Asset Global ETFs Holdings
Hong Kong
$7.75K +$215 +68 +3%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$4.04K +$123 +39 +3%
AIP
31
Ameritas Investment Partners
Nebraska
$3.33K
UBS Group
32
UBS Group
Switzerland
$3.05K +$574 +182 +22%
Legal & General Group
33
Legal & General Group
United Kingdom
$2.99K
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$912 -$259 -82 -21%
Citigroup
35
Citigroup
New York
$894 +$543 +172 +140%
GI
36
GAMMA Investing
California
$533
EP
37
Essential Partners
California
$403 +$410 +130 +4,333%
SCM
38
Sterling Capital Management
North Carolina
$382 -$742 -235 -65%
EWA
39
EverSource Wealth Advisors
Alabama
$308 +$312 +99 +3,300%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$267 +$57 +18 +26%
AF
41
Allworth Financial
California
$176 +$174 +55 +1,833%
IA
42
IFP Advisors
Florida
$88 +$88 +28 +2,800%
FFA
43
Farther Finance Advisors
California
$63 +$35 +11 +157%
AAP
44
Arax Advisory Partners
Colorado
$52 +$54 +17 New
RIL
45
Rothschild Investment LLC
Illinois
$42 +$44 +14 New
TWD
46
True Wealth Design
Ohio
$40 +$41 +13 New
RFP
47
Root Financial Partners
California
$39 +$41 +13 New
CCA
48
Cygnus Capital Advisors
Georgia
$32 +$33.8K +10,712 New
WPA
49
Wealth Preservation Advisors
Tennessee
$21 +$22 +7 New
MCM
50
MAI Capital Management
Ohio
$19 +$19 +6 New

CIRC Hedge Fund Activity: Q1 2026 in Review

53 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Circle8 Group (CIRC) for Q1 2026, worth a combined $8.23M — up 256% from $2.31M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CIRC positions and 4 closed out — a net gain of 15 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, adding an estimated $640K. The largest seller was Morgan Stanley, cutting an estimated $73.1K.

  • 53 institutional investors held Circle8 Group (CIRC) as of Q1 2026, up from 39 in Q4 2025.
  • Funds reported $8.23M of Circle8 Group stock for Q1 2026, up 256% quarter-over-quarter.
  • 19 funds opened new Circle8 Group positions in Q1 2026 and 4 closed out, a net change of +15 holders.
  • The largest Circle8 Group buyer in Q1 2026 was BlackRock, an estimated $640K added.
  • The largest Circle8 Group seller in Q1 2026 was Morgan Stanley, an estimated $73.1K sold.

Based on aggregated 13F filings for Q1 2026.