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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
S
326
SignatureFD
Georgia
$646
RDFA
327
Ritter Daniher Financial Advisory
Ohio
$554
CFO
328
CVA Family Office
Colorado
$508
RWM
329
Rialto Wealth Management
New York
$508
MG
330
Mather Group
Illinois
$462
AWM
331
Activest Wealth Management
Florida
$369
CH
332
Cromwell Holdings
Wyoming
$324
JWA
333
JFS Wealth Advisors
Pennsylvania
$324
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$277
FFO
335
Fortitude Family Office
Arizona
$277
SHIM
336
Stone House Investment Management
Pennsylvania
$231
BMC
337
Bear Mountain Capital
Washington
$140
SIC
338
SJS Investment Consulting
Ohio
$139
PWAM
339
Private Wealth Asset Management
Iowa
$138
NMG
340
New Millennium Group
Utah
$138
RA
341
Rise Advisors
New York
$126
DPW
342
DiNuzzo Private Wealth
Pennsylvania
$106
Arrowstreet Capital
343
Arrowstreet Capital
Massachusetts
Norges Bank
344
Norges Bank
Norway
KLP
345
Kent Lake PR
Puerto Rico
Alyeska Investment Group
346
Alyeska Investment Group
Illinois
KCM
347
Kennedy Capital Management
Missouri
BAMF
348
BI Asset Management Fondsmaeglerselskab
Denmark
KWM
349
Kingsview Wealth Management
Oregon
PGCM
350
Prescott Group Capital Management
Oklahoma