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1,682 hedge funds and large institutions have $49B invested in Cummins in 2025 Q3 according to their latest regulatory filings, with 219 funds opening new positions, 582 increasing their positions, 599 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 77

42% more funds holding in top 10

Funds holding in top 10: 1927 (+8)

28% more capital invested

Capital invested by funds: $38.3B → $49B (+$10.7B)

16% more call options, than puts

Call options by funds: $316M | Put options by funds: $272M

8% more funds holding

Funds holding: 1,5611,682 (+121)

0.62% less ownership

Funds ownership: 84.93%84.32% (-0.62%)

3% less repeat investments, than reductions

Existing positions increased: 582 | Existing positions reduced: 599

Holders
1,682
Holders Change
+121
Holders Change %
+7.75%
% of All Funds
22.08%
Holding in Top 10
27
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+42.11%
% of All Funds
0.35%
New
219
Increased
582
Reduced
599
Closed
77
Calls
$316M
Puts
$272M
Net Calls
+$44.4M
Net Calls Change
+$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WE
1401
Wealth Effects
Massachusetts
$216K +$196K +511 New
SWM
1402
Spire Wealth Management
Virginia
$214K -$20.7K -54 -10%
ATIA
1403
American Trust Investment Advisors
New Hampshire
$213K -$46K -120 -19%
BST
1404
Bath Savings Trust
Maine
$213K +$194K +505 New
AMG
1405
Advisors Management Group
Wisconsin
$213K +$193K +503 New
CB
1406
Chris Bulman
California
$213K -$191K -498 -50%
FCG
1407
Fielder Capital Group
Tennessee
$213K +$193K +504 New
PL
1408
Plancorp LLC
Missouri
$212K +$193K +503 New
PJWM
1409
Philip James Wealth Mangement
Georgia
$212K +$193K +503 New
ABWM
1410
Alpine Bank Wealth Management
Colorado
$211K
CFIA
1411
Cantor Fitzgerald Investment Advisors
New York
$211K +$192K +500 New
EWM
1412
Edge Wealth Management
New York
$211K +$192K +500 New
FSA
1413
Financial Security Advisor
Virginia
$211K +$192K +500 New
LGW
1414
Leslie Global Wealth
Illinois
$211K +$192K +500 New
NEPPG
1415
New England Professional Planning Group
Rhode Island
$211K +$192K +500 New
OL
1416
one8zero8 LLC
North Carolina
$211K +$192K +500 New
FDCP
1417
Foster Dykema Cabot & Partners
Massachusetts
$210K
CF
1418
Centaurus Financial
California
$209K +$6.13K +16 +3%
FCMC
1419
Founders Capital Management (Connecticut)
Connecticut
$209K +$189K +494 New
OWA
1420
One Wealth Advisors
California
$208K +$189K +493 New
WCFA
1421
Walkner Condon Financial Advisors
Wisconsin
$208K +$189K +492 New
MSWMA
1422
Market Street Wealth Management Advisors
Indiana
$207K +$187K +489 New
MHR
1423
Matthew Hamilton Rosenberg
$206K
WA
1424
Wealth Architects
California
$206K +$187K +487 New
NPA
1425
Nichols & Pratt Advisers
Massachusetts
$205K +$186K +485 New