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Clearfield

126 hedge funds and large institutions have $218M invested in Clearfield in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

4% more call options, than puts

Call options by funds: $1.41M | Put options by funds: $1.36M

1% more funds holding

Funds holding: 125126 (+1)

1.6% less ownership

Funds ownership: 61.65%60.04% (-1.6%)

11% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 44

13% less capital invested

Capital invested by funds: $249M → $218M (-$31.2M)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
39
Reduced
44
Closed
14
Calls
$1.41M
Puts
$1.36M
Net Calls
+$50K
Net Calls Change
-$1.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$4.38K +$5.03K +165 New
JFA
102
JNBA Financial Advisors
Minnesota
$3.97K
AAP
103
Arax Advisory Partners
Colorado
$3.85K +$2.07K +68 +2,267%
VCM
104
Versant Capital Management
Arizona
$3.73K
GI
105
GAMMA Investing
California
$3.6K +$30 +1 +0.7%
Barrow, Hanley, Mewhinney & Strauss
106
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.49K +$4.03K +132 New
Optiver Holding
107
Optiver Holding
Netherlands
$3.02K +$244 +8 +8%
AFC
108
Ares Financial Consulting
California
$2.94K
Federated Hermes
109
Federated Hermes
Pennsylvania
$1.01K -$396 -13 -25%
LFG
110
Larson Financial Group
Missouri
$979
FFA
111
Farther Finance Advisors
California
$963 -$274 -9 -20%
SAM
112
Smartleaf Asset Management
Massachusetts
$906 -$4.82K -158 -82%
B
113
Bayban
Minnesota
$741 +$854 +28 New
SS
114
SBI Securities
Japan
$556 -$61 -2 -9%
NA
115
NewEdge Advisors
Louisiana
$265 -$5.64K -185 -95%
RIL
116
Rothschild Investment LLC
Illinois
$265
RFP
117
Root Financial Partners
California
$265 +$305 +10 New
AF
118
Allworth Financial
California
$239 +$274 +9 New
TWD
119
True Wealth Design
Ohio
$186 -$61 -2 -22%
EWA
120
EverSource Wealth Advisors
Alabama
$79 +$91 +3 New
GIA
121
GHP Investment Advisors
Colorado
$53 +$61 +2 New
KG
122
Kilter Group
New York
$27
PFBT
123
Parkside Financial Bank & Trust
Missouri
$27
MCM
124
MAI Capital Management
Ohio
$27 +$30 +1 New
APW
125
Aventura Private Wealth
Florida
$26