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Clearfield

128 hedge funds and large institutions have $249M invested in Clearfield in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

670% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $318K

0.45% less ownership

Funds ownership: 59.74%59.3% (-0.45%)

5% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 40

6% less capital invested

Capital invested by funds: $265M → $249M (-$15.6M)

10% less funds holding

Funds holding: 143128 (-15)

50% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 30

Holders
128
Holders Change
-15
Holders Change %
-10.49%
% of All Funds
1.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
38
Reduced
40
Closed
30
Calls
$2.45M
Puts
$318K
Net Calls
+$2.13M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$5.2K +$2.14K +64 +58%
GI
102
GAMMA Investing
California
$4.52K +$2.24K +67 +79%
JFA
103
JNBA Financial Advisors
Minnesota
$4.46K
MG
104
Mather Group
Illinois
$3.51K
SS
105
SBI Securities
Japan
$3.51K
HCA
106
Harbor Capital Advisors
Illinois
$3K
VCM
107
Versant Capital Management
Arizona
$1.99K +$2.24K +67 New
CIAM
108
Caitong International Asset Management
Hong Kong
$1.66K +$1.87K +56 New
LC
109
Lindbrook Capital
California
$1.64K
S
110
SignatureFD
Georgia
$1.28K
LFG
111
Larson Financial Group
Missouri
$1.1K -$10.9K -325 -90%
FFA
112
Farther Finance Advisors
California
$1.05K
Simplex Trading
113
Simplex Trading
Illinois
$1K +$1.3K +39 New
PWA
114
Physician Wealth Advisors
Utah
$952 +$1.07K +32 New
SW
115
SVB Wealth
Massachusetts
$892 +$1K +30 New
SAM
116
Smartleaf Asset Management
Massachusetts
$688 +$769 +23 New
PFBT
117
Parkside Financial Bank & Trust
Missouri
$446 +$501 +15 New
TWD
118
True Wealth Design
Ohio
$446 +$501 +15 New
PA
119
Parallel Advisors
California
$416 -$64.2K -1,920 -99%
EWA
120
EverSource Wealth Advisors
Alabama
$327
IA
121
IFP Advisors
Florida
$297
NA
122
NewEdge Advisors
Louisiana
$297
TCM
123
TD Capital Management
Tennessee
$267 +$301 +9 New
BIG
124
Brooklyn Investment Group
New York
$209 +$234 +7 New
Comerica Bank
125
Comerica Bank
Texas
$149

CLFD Hedge Fund Activity: Q1 2025 in Review

128 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Clearfield (CLFD) for Q1 2025, worth a combined $249M — down 5.9% from $265M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of CLFD and 15 opened new positions — a net loss of 15 holders — while 40 trimmed existing stakes and 38 added.

The largest buyer was Mairs & Power Inc, adding an estimated $14.5M. The largest seller was Segall Bryant & Hamill, exiting entirely with an estimated $7.67M sold.

  • 128 institutional investors held Clearfield (CLFD) as of Q1 2025, down from 143 in Q4 2024.
  • Funds reported $249M of Clearfield stock for Q1 2025, down 5.9% quarter-over-quarter.
  • 15 funds opened new Clearfield positions in Q1 2025 and 30 closed out, a net change of -15 holders.
  • The largest Clearfield buyer in Q1 2025 was Mairs & Power Inc, an estimated $14.5M added.
  • The largest Clearfield seller in Q1 2025 was Segall Bryant & Hamill, an estimated $7.67M sold.

Based on aggregated 13F filings for Q1 2025.