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Core Laboratories
CLB

195 hedge funds and large institutions have $762M invested in Core Laboratories in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 77 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 108.22% → 108.55% (+0.33%)

7% less funds holding

Funds holding: 209 → 195 (-14)

13% less capital invested

Capital invested by funds: $880M → $762M (-$118M)

27% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 77

34% less call options, than puts

Call options by funds: $321K | Put options by funds: $487K

36% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 33

Holders
195
Holders Change
-14
Holders Change %
-6.7%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
56
Reduced
77
Closed
33
Calls
$321K
Puts
$487K
Net Calls
-$166K
Net Calls Change
-$263K

Top Buyers

1
AI
Ariel Investments
Illinois
+$11.9M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$6.71M
3
FAM
Fred Alger Management
New York
+$3.02M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.09M
5
RHJA
Rice Hall James & Associates
California
+$1.35M

Top Sellers

1
BlackRock
BlackRock
New York
-$6.91M
2
Morgan Stanley
Morgan Stanley
New York
-$5.11M
3
Raymond James Financial
Raymond James Financial
Florida
-$3.29M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$2.92M
5
CIM
Confluence Investment Management
Missouri
-$2.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
151
Pin Oak Investment Advisors
Texas
$6K – – –
MPWT
152
MassMutual Private Wealth & Trust
Connecticut
$5.89K -$3.92K -234 -37%
LC
153
Lindbrook Capital
California
$4.89K -$12.5K -747 -70%
Barrow, Hanley, Mewhinney & Strauss
154
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.84K – – –
SS
155
Sunbelt Securities
Texas
$4.41K – – –
PS
156
Principal Securities
Iowa
$4.31K – – –
HNW
157
High Note Wealth
Minnesota
$4.15K +$385 +23 +9%
AF
158
Allworth Financial
California
$3.87K -$6.95K -415 -55%
HNB
159
Huntington National Bank
Ohio
$3.84K -$1.54K -92 -26%
RIL
160
Rothschild Investment LLC
Illinois
$3.67K +$1.26K +75 +44%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$3.24K -$37K -2,210 -91%
UB
162
UMB Bank
Missouri
$2.79K -$4.25K -254 -58%
TCOV
163
Trust Company of Vermont
Vermont
$2.17K – – –
EWA
164
EverSource Wealth Advisors
Alabama
$1.99K -$519 -31 -19%
CIA
165
Cape Investment Advisory
Georgia
$1.95K -$703 -42 -24%
RF
166
Rossby Financial
Florida
$1.7K +$2.39K +143 New
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$1.52K -$7.78K -465 -82%
WT
168
Washington Trust
Rhode Island
$1.47K – – –
CWC
169
Carolinas Wealth Consulting
North Carolina
$1.39K – – –
MFT
170
Moisand Fitzgerald Tamayo
Florida
$1.17K – – –
PWMG
171
Private Wealth Management Group
New Jersey
$1.14K – – –
SWM
172
Spire Wealth Management
Virginia
$794 – – –
SCM
173
Sterling Capital Management
North Carolina
$720 – – –
FMII
174
Farmers & Merchants Investments Inc
Nebraska
$600 – – –
CIAM
175
Caitong International Asset Management
Hong Kong
$585 +$653 +39 New
5 6
7
8 9

CLB Hedge Fund Activity: Q1 2025 in Review

195 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Core Laboratories (CLB) for Q1 2025, worth a combined $762M — down 13% from $880M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of CLB and 21 opened new positions — a net loss of 12 holders — while 77 trimmed existing stakes and 56 added.

The largest buyer was Ariel Investments, adding an estimated $11.9M. The largest seller was BlackRock, cutting an estimated $6.91M.

  • 195 institutional investors held Core Laboratories (CLB) as of Q1 2025, down from 209 in Q4 2024.
  • Funds reported $762M of Core Laboratories stock for Q1 2025, down 13% quarter-over-quarter.
  • 21 funds opened new Core Laboratories positions in Q1 2025 and 33 closed out, a net change of -12 holders.
  • The largest Core Laboratories buyer in Q1 2025 was Ariel Investments, an estimated $11.9M added.
  • The largest Core Laboratories seller in Q1 2025 was BlackRock, an estimated $6.91M sold.

Based on aggregated 13F filings for Q1 2025.