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Concentrix

344 hedge funds and large institutions have $3.27B invested in Concentrix in 2025 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 96 increasing their positions, 102 reducing their positions, and 33 closing their positions.

Holders
344
Holders Change
+54
Holders Change %
+18.62%
% of All Funds
4.67%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
94
Increased
96
Reduced
102
Closed
33
Calls
$23.7M
Puts
$16.7M
Net Calls
+$7.03M
Net Calls Change
+$2.91M
Name Market Value Shares Shares
Change
Shares
Change %
AAM
276
Advisors Asset Management
Colorado
$13.9K 249
BCWM
277
Bartlett & Co Wealth Management
Ohio
$12.6K 227
WSFS
278
Wilmington Savings Fund Society
Delaware
$11.4K 205
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$11.2K 244 -1,355 -85%
MCM
280
Manchester Capital Management
Vermont
$11.1K 200
VNA
281
Valley National Advisers
Pennsylvania
$11K 202
IBOK
282
Independence Bank of Kentucky
Kentucky
$10.6K 190
PA
283
Parallel Advisors
California
$10.1K 182 +9 +5%
SPIA
284
Steward Partners Investment Advisory
New York
$9.97K 179 -459 -72%
BI
285
Binnacle Investments
Iowa
$9.63K 173 +173 New
SC
286
SouthState Corp
Florida
$9.46K 170 +170 New
WA
287
WPG Advisers
Maryland
$7.96K 143 +107 +297%
BIG
288
Brooklyn Investment Group
New York
$7.9K 142 -60 -30%
SIC
289
SJS Investment Consulting
Ohio
$7.01K 126
SFCL
290
Strengthening Families & Communities LLC
Massachusetts
$7.01K 126
BIA
291
Bell Investment Advisors
California
$6.79K 122 -37 -23%
IA
292
IFP Advisors
Florida
$6.78K 122 +45 +58%
NA
293
NewEdge Advisors
Louisiana
$5.63K 101
LFG
294
Larson Financial Group
Missouri
$5.62K 101
AWM
295
AllSquare Wealth Management
New York
$5.56K 100
CPG
296
Cornerstone Planning Group
New Jersey
$5.15K 107 +107 New
TWC
297
TD Waterhouse Canada
Ontario, Canada
$4.92K 91 +91 New
MA
298
MCF Advisors
Kentucky
$4.73K 85
Mitsubishi UFJ Asset Management
299
Mitsubishi UFJ Asset Management
Japan
$4.45K 80
SS
300
SBI Securities
Japan
$4.23K 76 -10 -12%