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Clarivate

228 hedge funds and large institutions have $2.58B invested in Clarivate in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 84 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,144% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $237K

56% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 27

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

11% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 76

7% more funds holding

Funds holding: 214228 (+14)

6% more capital invested

Capital invested by funds: $2.43B → $2.58B (+$147M)

2.08% less ownership

Funds ownership: 89.88%87.8% (-2.1%)

Holders
228
Holders Change
+14
Holders Change %
+6.54%
% of All Funds
3%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
42
Increased
84
Reduced
76
Closed
27
Calls
$2.95M
Puts
$237K
Net Calls
+$2.71M
Net Calls Change
+$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
PB
201
Pinnacle Bancorp
Nebraska
$3.67K
SWM
202
Spire Wealth Management
Virginia
$3.08K -$11.3K -2,815 -80%
PLU
203
Performa Ltd (US)
South Carolina
$2.8K -$3.82K -948 -59%
HWM
204
Hemington Wealth Management
Virginia
$2K +$1.94K +482 +651%
S
205
Sachetta
Massachusetts
$1.57K +$1.47K +366 New
BTI
206
Blue Trust Inc
Georgia
$1.24K +$1.16K +288 New
BGAI
207
Bruce G. Allen Investments
Colorado
$1.07K +$999 +248 New
JWA
208
JFS Wealth Advisors
Pennsylvania
$817 +$761 +189 +18,900%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$774 -$443 -110 -38%
AssetMark Inc
210
AssetMark Inc
California
$645 +$604 +150 New
SC
211
SouthState Corp
Florida
$602 +$564 +140 New
EWA
212
EverSource Wealth Advisors
Alabama
$537 +$503 +125 New
DPW
213
DiNuzzo Private Wealth
Pennsylvania
$465 +$379 +94 +671%
Jones Financial Companies
214
Jones Financial Companies
Missouri
$448
RS
215
Rakuten Securities
Japan
$430
VFM
216
Vision Financial Markets
Connecticut
$430
FFO
217
Fortitude Family Office
Arizona
$430 +$403 +100 New
SIC
218
SJS Investment Consulting
Ohio
$280 +$262 +65 New
MCM
219
MV Capital Management
Maryland
$271 +$117 +29 +85%
KG
220
Kilter Group
New York
$207 +$193 +48 New
RWM
221
Rialto Wealth Management
New York
$172 +$161 +40 New
HIA
222
HFM Investment Advisors
New Jersey
$168 +$149 +37 +1,850%
BHWM
223
Bay Harbor Wealth Management
Maryland
$129 +$121 +30 New
FFA
224
Farther Finance Advisors
California
$116 +$109 +27 New
TWD
225
True Wealth Design
Ohio
$91 -$117 -29 -58%

CLVT Hedge Fund Activity: Q2 2025 in Review

228 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Clarivate (CLVT) for Q2 2025, worth a combined $2.58B — up 6% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CLVT positions and 27 closed out — a net gain of 15 holders — while 84 added to existing stakes and 76 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $20.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $47.2M.

  • 228 institutional investors held Clarivate (CLVT) as of Q2 2025, up from 214 in Q1 2025.
  • Funds reported $2.58B of Clarivate stock for Q2 2025, up 6% quarter-over-quarter.
  • 42 funds opened new Clarivate positions in Q2 2025 and 27 closed out, a net change of +15 holders.
  • The largest Clarivate buyer in Q2 2025 was Citadel Advisors, an estimated $20.6M added.
  • The largest Clarivate seller in Q2 2025 was T. Rowe Price Associates, an estimated $47.2M sold.

Based on aggregated 13F filings for Q2 2025.