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Concentrix

334 hedge funds and large institutions have $3.16B invested in Concentrix in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 122 increasing their positions, 109 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $3.27B → $3.16B (-$111M)

3% less funds holding

Funds holding: 346334 (-12)

13% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 60

Holders
334
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18M
Puts
$8.94M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
276
Independence Bank of Kentucky
Kentucky
$10K
VNA
277
Valley National Advisers
Pennsylvania
$10K
PA
278
Parallel Advisors
California
$9.57K
WA
279
WPG Advisers
Maryland
$8.98K
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$8.46K
KIM
281
Kestra Investment Management
Texas
$8.29K
GM
282
GeoWealth Management
Illinois
$8.19K
Jones Financial Companies
283
Jones Financial Companies
Missouri
$8.17K
MCM
284
MAI Capital Management
Ohio
$7.19K
HFS
285
Hantz Financial Services
Michigan
$7K
SFCL
286
Strengthening Families & Communities LLC
Massachusetts
$6.66K
SC
287
SouthState Corp
Florida
$6.34K
QL
288
Quarry LP
New York
$6.08K
AWM
289
AllSquare Wealth Management
New York
$5.29K
SOW
290
State of Wyoming
Wyoming
$4.6K
MA
291
MCF Advisors
Kentucky
$4.49K
Mitsubishi UFJ Asset Management
292
Mitsubishi UFJ Asset Management
Japan
$4.23K
KG
293
Kilter Group
New York
$4.12K
GRP
294
Global Retirement Partners
California
$4.07K
TPCW
295
TD Private Client Wealth
New York
$4.02K
CAL
296
Capital Advisors Ltd
Ohio
$4K
SAM
297
Smartleaf Asset Management
Massachusetts
$3.93K
PWMG
298
Private Wealth Management Group
New Jersey
$3.17K
WA
299
Whipplewood Advisors
Colorado
$3.17K
HNW
300
High Note Wealth
Minnesota
$3.17K