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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

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
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.69M
Puts
$408K
Net Calls
Net Calls Change

Top Buyers

1 +$2.5M
2 +$1.23M
3 +$1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$907K
5
Credit Agricole
Credit Agricole
France
+$900K
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
JFA
104
JNBA Financial Advisors
Minnesota
$4.37K
TC
105
Truvestments Capital
Florida
$4.29K
VCM
106
Versant Capital Management
Arizona
$4.11K
GI
107
GAMMA Investing
California
$3.94K
AFC
108
Ares Financial Consulting
California
$3.29K
Optiver Holding
109
Optiver Holding
Netherlands
$3.09K
GRP
110
Global Retirement Partners
California
$2.92K
Federated Hermes
111
Federated Hermes
Pennsylvania
$1.49K
FFA
112
Farther Finance Advisors
California
$1.34K
S
113
SignatureFD
Georgia
$1.25K
LFG
114
Larson Financial Group
Missouri
$1.08K
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$845
SS
116
SBI Securities
Japan
$670
PA
117
Parallel Advisors
California
$408
RIL
118
Rothschild Investment LLC
Illinois
$292
TWD
119
True Wealth Design
Ohio
$263
CIAM
120
Caitong International Asset Management
Hong Kong
$204
AAP
121
Arax Advisory Partners
Colorado
$87
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