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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
ST
301
Smithfield Trust
Pennsylvania
$3K
GWSG
302
GPS Wealth Strategies Group
Colorado
$2.75K
S
303
SignatureFD
Georgia
$2.69K
AssetMark Inc
304
AssetMark Inc
California
$2.54K
GEA
305
Glen Eagle Advisors
New Jersey
$2.54K
SS
306
Sunbelt Securities
Texas
$2.16K
SC
307
Solstein Capital
California
$2.01K
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$2.01K
HWM
309
Hemington Wealth Management
Virginia
$2K
BCV
310
Banque Cantonale Vaudoise
Switzerland
$2K
NA
311
NewEdge Advisors
Louisiana
$1.91K
FFA
312
Farther Finance Advisors
California
$1.64K
SS
313
SBI Securities
Japan
$1.11K
BGAI
314
Bruce G. Allen Investments
Colorado
$1K
PMAM
315
Picton Mahoney Asset Management
Ontario, Canada
$1K
CI
316
CX Institutional
Indiana
$1K
AC
317
AlphaCore Capital
California
$951
RDFA
318
Ritter Daniher Financial Advisory
Ohio
$635
OW
319
Olistico Wealth
Oklahoma
$634
DAM
320
Delta Asset Management
Tennessee
$634
CFO
321
CVA Family Office
Colorado
$581
MCM
322
MV Capital Management
Maryland
$529
HNB
323
Huntington National Bank
Ohio
$476
BFS
324
Bare Financial Services
Pennsylvania
$476
AWM
325
Activest Wealth Management
Florida
$423