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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 43 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+16
Holders Change %
+7.55%
% of All Funds
3.06%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
43
Increased
82
Reduced
77
Closed
26
Calls
$2.95M
Puts
$237K
Net Calls
+$2.71M
Net Calls Change
+$2.42M
Name Holding Trade Value Shares
Change
Shares
Change %
PB
201
Pinnacle Bancorp
Nebraska
$3.67K
SWM
202
Spire Wealth Management
Virginia
$3.08K -$12.1K -2,815 -80%
PLU
203
Performa Ltd (US)
South Carolina
$2.8K -$4.08K -948 -59%
HWM
204
Hemington Wealth Management
Virginia
$2K +$1.73K +482 +651%
S
205
Sachetta
Massachusetts
$1.57K +$1.57K +366 New
BTI
206
Blue Trust Inc
Georgia
$1.24K +$1.24K +288 New
BGAI
207
Bruce G. Allen Investments
Colorado
$1.07K +$1.07K +248 New
JWA
208
JFS Wealth Advisors
Pennsylvania
$817 +$813 +189 +18,900%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$774 -$473 -110 -38%
AssetMark Inc
210
AssetMark Inc
California
$645 +$645 +150 New
SC
211
SouthState Corp
Florida
$602 +$602 +140 New
EWA
212
EverSource Wealth Advisors
Alabama
$537 +$537 +125 New
DPW
213
DiNuzzo Private Wealth
Pennsylvania
$465 +$405 +94 +671%
Jones Financial Companies
214
Jones Financial Companies
Missouri
$448
VFM
215
Vision Financial Markets
Connecticut
$430
RS
216
Rakuten Securities
Japan
$430
FFO
217
Fortitude Family Office
Arizona
$430 +$430 +100 New
SIC
218
SJS Investment Consulting
Ohio
$280 +$280 +65 New
MCM
219
MV Capital Management
Maryland
$271 +$125 +29 +85%
KG
220
Kilter Group
New York
$207 +$207 +48 New
RWM
221
Rialto Wealth Management
New York
$172 +$172 +40 New
HIA
222
HFM Investment Advisors
New Jersey
$168 +$159 +37 +1,850%
BHWM
223
Bay Harbor Wealth Management
Maryland
$129 +$129 +30 New
FFA
224
Farther Finance Advisors
California
$116 +$116 +27 New
TWD
225
True Wealth Design
Ohio
$91 -$126 -29 -58%