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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
AWM
326
Activest Wealth Management
Florida
$369
CH
327
Cromwell Holdings
Wyoming
$324
JWA
328
JFS Wealth Advisors
Pennsylvania
$324
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$277
FFO
330
Fortitude Family Office
Arizona
$277
SHIM
331
Stone House Investment Management
Pennsylvania
$231
BMC
332
Bear Mountain Capital
Washington
$140
SIC
333
SJS Investment Consulting
Ohio
$139
PWAM
334
Private Wealth Asset Management
Iowa
$138
NMG
335
New Millennium Group
Utah
$138
RA
336
Rise Advisors
New York
$126
DPW
337
DiNuzzo Private Wealth
Pennsylvania
$106
Arrowstreet Capital
338
Arrowstreet Capital
Massachusetts
Norges Bank
339
Norges Bank
Norway
KLP
340
Kent Lake PR
Puerto Rico
Alyeska Investment Group
341
Alyeska Investment Group
Illinois
KCM
342
Kennedy Capital Management
Missouri
BAMF
343
BI Asset Management Fondsmaeglerselskab
Denmark
KWM
344
Kingsview Wealth Management
Oregon
PGCM
345
Prescott Group Capital Management
Oklahoma
TPSF
346
Texas Permanent School Fund
Texas
NRD
347
Nebula Research & Development
New York
EGM
348
Engineers Gate Manager
New York
ECM
349
ExodusPoint Capital Management
New York
AG
350
Algert Global
California