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1,871 hedge funds and large institutions have $60.5B invested in Cummins in 2025 Q4 according to their latest regulatory filings, with 295 funds opening new positions, 613 increasing their positions, 665 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more first-time investments, than exits

New positions opened: 295 | Existing positions closed: 75

33% more funds holding in top 10

Funds holding in top 10: 2736 (+9)

23% more capital invested

Capital invested by funds: $49B → $60.5B (+$11.4B)

11% more funds holding

Funds holding: 1,6811,871 (+190)

10% more call options, than puts

Call options by funds: $469M | Put options by funds: $426M

1.71% more ownership

Funds ownership: 84.32%86.02% (+1.7%)

8% less repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 665

Holders
1,871
Holders Change
+190
Holders Change %
+11.3%
% of All Funds
22.77%
Holding in Top 10
36
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+33.33%
% of All Funds
0.44%
New
295
Increased
613
Reduced
665
Closed
75
Calls
$469M
Puts
$426M
Net Calls
+$43M
Net Calls Change
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
LWL
1101
Leo Wealth LLC
Texas
$637K +$20.6K +44 +4%
SW
1102
SVB Wealth
Massachusetts
$634K -$36.9K -79 -6%
BIM
1103
Baldwin Investment Management
Pennsylvania
$633K
AIM
1104
Advyzon Investment Management
Illinois
$630K +$203K +435 +54%
DIA
1105
Dean Investment Associates
Ohio
$629K -$6.54K -14 -1%
GWMR
1106
GC Wealth Management RIA
Massachusetts
$629K -$1.24M -2,658 -68%
M1FG
1107
Mach-1 Financial Group
Arkansas
$628K +$575K +1,231 New
CFD
1108
Creative Financial Designs
Indiana
$628K +$39.3K +84 +7%
BFG
1109
Beacon Financial Group
Texas
$626K -$3.27K -7 -0.6%
SLA
1110
Silver Lake Advisory
Utah
$625K -$5.14K -11 -0.9%
SF
1111
Summit Financial
New Jersey
$625K +$17.8K +38 +3%
KFA
1112
Kapstone Financial Advisors
Ohio
$624K
AWP
1113
Abacus Wealth Partners
California
$622K +$570K +1,219 New
SWA
1114
SFMG Wealth Advisors
Texas
$622K -$9.35K -20 -2%
AC
1115
Apella Capital
Connecticut
$621K +$6.08K +13 +1%
EHC
1116
Everett Harris & Co
California
$619K -$140K -300 -20%
NAS
1117
Nicolet Advisory Services
Wisconsin
$619K +$7.95K +17 +2%
SM
1118
Sweeney & Michel
California
$617K
TWM
1119
Thrive Wealth Management
Pennsylvania
$616K -$3.74K -8 -0.7%
PCIG
1120
Partners Capital Investment Group
Massachusetts
$615K -$58.4K -125 -9%
CW
1121
CreativeOne Wealth
Kansas
$614K +$9.35K +20 +2%
OL
1122
Optas LLC
Texas
$613K +$49.5K +106 +10%
CBT
1123
Crews Bank & Trust
Florida
$613K
EGA
1124
E&G Advisors
Texas
$613K
FIB
1125
First Interstate Bank
Montana
$613K