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Concentrix

343 hedge funds and large institutions have $2.86B invested in Concentrix in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 111 increasing their positions, 118 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

10% less capital invested

Capital invested by funds: $3.16B → $2.86B (-$300M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

21% less call options, than puts

Call options by funds: $21.4M | Put options by funds: $27M

Holders
343
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.4M
Puts
$27M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
276
Advisory Services Network
Georgia
$11.2K
BCWM
277
Bartlett & Co Wealth Management
Ohio
$10.5K
WSFS
278
Wilmington Savings Fund Society
Delaware
$10.2K
MCM
279
Manchester Capital Management
Vermont
$9.23K
VNA
280
Valley National Advisers
Pennsylvania
$9K
SPIA
281
Steward Partners Investment Advisory
New York
$8.89K
IBOK
282
Independence Bank of Kentucky
Kentucky
$8.77K
PA
283
Parallel Advisors
California
$8.17K
WA
284
WPG Advisers
Maryland
$8.08K
BIA
285
Bell Investment Advisors
California
$7.94K
CIBC Private Wealth Group
286
CIBC Private Wealth Group
Georgia
$7.38K
SFCL
287
Strengthening Families & Communities LLC
Massachusetts
$5.81K
Jones Financial Companies
288
Jones Financial Companies
Missouri
$4.82K
DB
289
Danske Bank
Denmark
$4.62K
AWM
290
AllSquare Wealth Management
New York
$4.62K
Canada Pension Plan Investment Board
291
Canada Pension Plan Investment Board
Ontario, Canada
$4.62K
BBHC
292
Brown Brothers Harriman & Co
New York
$4.43K
SS
293
Sunbelt Securities
Texas
$4.25K
N
294
Natixis
France
$3.97K
MA
295
MCF Advisors
Kentucky
$3.92K
TFA
296
Transamerica Financial Advisors
Florida
$3.88K
Mitsubishi UFJ Asset Management
297
Mitsubishi UFJ Asset Management
Japan
$3.69K
RFP
298
Root Financial Partners
California
$3.65K
GRP
299
Global Retirement Partners
California
$3.55K
CAL
300
Capital Advisors Ltd
Ohio
$3K