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Concentrix

344 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
344
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
CAL
301
Capital Advisors Ltd
Ohio
$3K
HWM
302
Hemington Wealth Management
Virginia
$3K
AssetMark Inc
303
AssetMark Inc
California
$2.86K
MCM
304
MAI Capital Management
Ohio
$2.82K
PWMG
305
Private Wealth Management Group
New Jersey
$2.77K
AC
306
AlphaCore Capital
California
$2.68K
TPCW
307
TD Private Client Wealth
New York
$2.58K
CT
308
Colonial Trust
South Carolina
$2.58K
FFA
309
Farther Finance Advisors
California
$2.54K
GWSG
310
GPS Wealth Strategies Group
Colorado
$2.4K
GEA
311
Glen Eagle Advisors
New Jersey
$2.21K
SC
312
SouthState Corp
Florida
$2.08K
CIAM
313
Caitong International Asset Management
Hong Kong
$2.03K
ST
314
Smithfield Trust
Pennsylvania
$2K
FMII
315
Farmers & Merchants Investments Inc
Nebraska
$1.75K
SC
316
Solstein Capital
California
$1.75K
DWM
317
Dogwood Wealth Management
Kansas
$1.66K
SS
318
SBI Securities
Japan
$1.48K
NA
319
NewEdge Advisors
Louisiana
$1.43K
HHGA
320
Halbert Hargrove Global Advisors
California
$1.29K
CFB
321
Cullen/Frost Bankers
Texas
$1.25K
Q1WB
322
Quest 10 Wealth Builders
Virginia
$1.2K
CI
323
CX Institutional
Indiana
$1K
PMAM
324
Picton Mahoney Asset Management
Ontario, Canada
$1K
BGAI
325
Bruce G. Allen Investments
Colorado
$877