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Concentrix

332 hedge funds and large institutions have $3.16B invested in Concentrix in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 110 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
-12
Holders Change %
-3.49%
% of All Funds
4.45%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
53
Increased
118
Reduced
110
Closed
60
Calls
$18M
Puts
$8.94M
Net Calls
+$9.02M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Shares
Change %
IC
226
Inscription Capital
Texas
$205K +$205K +3,871 New
US Bancorp
227
US Bancorp
Minnesota
$202K -$2.22K -42 -1%
AWA
228
Aaron Wealth Advisors
Illinois
$200K +$200K +3,787 New
VF
229
Virtu Financial
New York
$200K -$873K -16,555 -81%
SAM
230
Shell Asset Management
Netherlands
$194K -$40.4K -764 -17%
GI
231
GAMMA Investing
California
$188K +$58.5K +1,106 +45%
SAM
232
Securian Asset Management
Minnesota
$184K
TCM
233
Traub Capital Management
Massachusetts
$184K +$184K +3,490 New
BTI
234
Blue Trust Inc
Georgia
$171K +$5.81K +110 +4%
Wells Fargo
235
Wells Fargo
California
$124K -$300K -5,667 -71%
PFBT
236
Parkside Financial Bank & Trust
Missouri
$96.1K +$18.6K +351 +24%
AAP
237
Arax Advisory Partners
Colorado
$94.9K -$30.7K -580 -24%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$84.1K +$4.65K +88 +6%
Fifth Third Bancorp
239
Fifth Third Bancorp
Ohio
$76.7K -$31.7K -599 -29%
TRCT
240
Tower Research Capital (TRC)
New York
$76.4K -$41.3K -781 -35%
KBC Group
241
KBC Group
Belgium
$74K -$32.7K -616 -31%
CA
242
Clearstead Advisors
Ohio
$69K +$10.2K +193 +17%
Osaic Holdings
243
Osaic Holdings
Arizona
$68.4K -$27.9K -568 -29%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$66.1K +$370 +7 +0.6%
TWD
245
True Wealth Design
Ohio
$61.5K +$17.3K +328 +39%
ACA
246
Atlas Capital Advisors
Wyoming
$59.6K +$59.6K +1,127 New
Nomura Asset Management
247
Nomura Asset Management
Japan
$52.9K
EWP
248
Elevation Wealth Partners
California
$50K -$11.2K -211 -18%
DekaBank Deutsche Girozentrale
249
DekaBank Deutsche Girozentrale
Germany
$48K
FHA
250
First Horizon Advisors
Tennessee
$44.8K +$370 +7 +0.8%