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Concentrix

335 hedge funds and large institutions have $3.15B invested in Concentrix in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 122 increasing their positions, 109 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $18M | Put options by funds: $8.94M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 109

1.65% more ownership

Funds ownership: 91.89%93.54% (+1.7%)

4% less capital invested

Capital invested by funds: $3.29B → $3.15B (-$134M)

3% less funds holding

Funds holding: 346335 (-11)

12% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 60

Holders
335
Holders Change
-11
Holders Change %
-3.18%
% of All Funds
4.41%
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
122
Reduced
109
Closed
60
Calls
$18M
Puts
$8.94M
Net Calls
+$9.02M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
276
Steward Partners Investment Advisory
New York
$10.2K +$687 +13 +7%
IBOK
277
Independence Bank of Kentucky
Kentucky
$10K
VNA
278
Valley National Advisers
Pennsylvania
$10K
PA
279
Parallel Advisors
California
$9.57K -$53 -1 -0.5%
WA
280
WPG Advisers
Maryland
$8.98K +$1.43K +27 +19%
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$8.46K -$4.44K -84 -34%
KIM
282
Kestra Investment Management
Texas
$8.29K +$4.28K +81 +113%
GM
283
GeoWealth Management
Illinois
$8.19K +$8.19K +155 New
Jones Financial Companies
284
Jones Financial Companies
Missouri
$8.17K +$7.98K +151 +2,157%
MCM
285
MAI Capital Management
Ohio
$7.19K +$3.96K +75 +123%
HFS
286
Hantz Financial Services
Michigan
$7K +$7.13K +135 +2,250%
SFCL
287
Strengthening Families & Communities LLC
Massachusetts
$6.66K
SC
288
SouthState Corp
Florida
$6.34K -$2.64K -50 -29%
QL
289
Quarry LP
New York
$6.08K -$44.8K -848 -88%
AWM
290
AllSquare Wealth Management
New York
$5.29K
SOW
291
State of Wyoming
Wyoming
$4.6K +$4.59K +87 New
MA
292
MCF Advisors
Kentucky
$4.49K
Mitsubishi UFJ Asset Management
293
Mitsubishi UFJ Asset Management
Japan
$4.23K
KG
294
Kilter Group
New York
$4.12K +$4.12K +78 New
GRP
295
Global Retirement Partners
California
$4.07K +$4.07K +77 New
TPCW
296
TD Private Client Wealth
New York
$4.02K
CAL
297
Capital Advisors Ltd
Ohio
$4K +$581 +11 +20%
SAM
298
Smartleaf Asset Management
Massachusetts
$3.93K +$2.9K +55 +262%
PWMG
299
Private Wealth Management Group
New Jersey
$3.17K
WA
300
Whipplewood Advisors
Colorado
$3.17K -$3.7K -70 -54%

CNXC Hedge Fund Activity: Q2 2025 in Review

335 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Concentrix (CNXC) for Q2 2025, worth a combined $3.15B — down 4.1% from $3.29B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of CNXC and 53 opened new positions — a net loss of 7 holders — while 109 trimmed existing stakes and 122 added.

The largest buyer was AQR Capital Management, adding an estimated $46.2M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $27.9M sold.

  • 335 institutional investors held Concentrix (CNXC) as of Q2 2025, down from 346 in Q1 2025.
  • Funds reported $3.15B of Concentrix stock for Q2 2025, down 4.1% quarter-over-quarter.
  • 53 funds opened new Concentrix positions in Q2 2025 and 60 closed out, a net change of -7 holders.
  • The largest Concentrix buyer in Q2 2025 was AQR Capital Management, an estimated $46.2M added.
  • The largest Concentrix seller in Q2 2025 was DePrince Race & Zollo Inc (DRZ), an estimated $27.9M sold.

Based on aggregated 13F filings for Q2 2025.