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Clearfield

125 hedge funds and large institutions have $249M invested in Clearfield in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more call options, than puts

Call options by funds: $1.69M | Put options by funds: $408K

1.84% less ownership

Funds ownership: 63.48%61.65% (-1.8%)

3% less funds holding

Funds holding: 129125 (-4)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

17% less capital invested

Capital invested by funds: $301M → $249M (-$52.6M)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

Holders
125
Holders Change
-4
Holders Change %
-3.1%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
36
Reduced
44
Closed
21
Calls
$1.69M
Puts
$408K
Net Calls
+$1.28M
Net Calls Change
-$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EPIMS
101
Evelyn Partners Investment Management Services
$5.66K
SAM
102
Smartleaf Asset Management
Massachusetts
$5.65K
Comerica Bank
103
Comerica Bank
Texas
$5.54K -$546 -17 -8%
JFA
104
JNBA Financial Advisors
Minnesota
$4.37K
TC
105
Truvestments Capital
Florida
$4.29K
VCM
106
Versant Capital Management
Arizona
$4.11K -$3.76K -117 -45%
GI
107
GAMMA Investing
California
$3.94K
AFC
108
Ares Financial Consulting
California
$3.29K +$3.63K +113 New
Optiver Holding
109
Optiver Holding
Netherlands
$3.09K
GRP
110
Global Retirement Partners
California
$2.92K +$3.21K +100 New
Federated Hermes
111
Federated Hermes
Pennsylvania
$1.49K -$1.35K -42 -45%
FFA
112
Farther Finance Advisors
California
$1.34K +$321 +10 +28%
S
113
SignatureFD
Georgia
$1.25K -$193 -6 -12%
LFG
114
Larson Financial Group
Missouri
$1.08K -$64 -2 -5%
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$845 +$932 +29 New
SS
116
SBI Securities
Japan
$670 -$2.48K -77 -77%
PA
117
Parallel Advisors
California
$408
RIL
118
Rothschild Investment LLC
Illinois
$292
TWD
119
True Wealth Design
Ohio
$263 -$257 -8 -47%
CIAM
120
Caitong International Asset Management
Hong Kong
$204 +$225 +7 New
AAP
121
Arax Advisory Partners
Colorado
$87 -$1.83K -57 -95%
KG
122
Kilter Group
New York
$30
PFBT
123
Parkside Financial Bank & Trust
Missouri
$30
APW
124
Aventura Private Wealth
Florida
$29
DSCM
125
Divisadero Street Capital Management
Florida
-$3.25M -94,588 Closed