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Concentrix

339 hedge funds and large institutions have $2.45B invested in Concentrix in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 110 increasing their positions, 117 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 funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

21% less call options, than puts

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

22% less capital invested

Capital invested by funds: $3.16B → $2.45B (-$706M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
AC
301
AlphaCore Capital
California
$2.68K
TPCW
302
TD Private Client Wealth
New York
$2.58K
CT
303
Colonial Trust
South Carolina
$2.58K
FFA
304
Farther Finance Advisors
California
$2.54K
GWSG
305
GPS Wealth Strategies Group
Colorado
$2.4K
GEA
306
Glen Eagle Advisors
New Jersey
$2.21K
SC
307
SouthState Corp
Florida
$2.08K
CIAM
308
Caitong International Asset Management
Hong Kong
$2.03K
ST
309
Smithfield Trust
Pennsylvania
$2K
FMII
310
Farmers & Merchants Investments Inc
Nebraska
$1.75K
SC
311
Solstein Capital
California
$1.75K
DWM
312
Dogwood Wealth Management
Kansas
$1.66K
SS
313
SBI Securities
Japan
$1.48K
NA
314
NewEdge Advisors
Louisiana
$1.43K
HHGA
315
Halbert Hargrove Global Advisors
California
$1.29K
CFB
316
Cullen/Frost Bankers
Texas
$1.25K
Q1WB
317
Quest 10 Wealth Builders
Virginia
$1.2K
PMAM
318
Picton Mahoney Asset Management
Ontario, Canada
$1K
CI
319
CX Institutional
Indiana
$1K
BGAI
320
Bruce G. Allen Investments
Colorado
$877
S
321
SignatureFD
Georgia
$646
RDFA
322
Ritter Daniher Financial Advisory
Ohio
$554
CFO
323
CVA Family Office
Colorado
$508
RWM
324
Rialto Wealth Management
New York
$508
MG
325
Mather Group
Illinois
$462