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Concentrix

343 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
343
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
KF
201
Krilogy Financial
Missouri
$292K
GCP
202
GSA Capital Partners
United Kingdom
$292K
AIM
203
Aigen Investment Management
New York
$291K
KRW
204
Kaufman Rossin Wealth
Florida
$289K
PPW
205
Parcion Private Wealth
Washington
$282K
SCP
206
Sivia Capital Partners
California
$267K
OAM
207
Oppenheimer Asset Management
New York
$263K
BCI
208
Brinker Capital Investments
Pennsylvania
$262K
RCM
209
Requisite Capital Management
Texas
$262K
EF
210
Empowered Funds
Pennsylvania
$261K
X
211
Xponance
Pennsylvania
$241K
KCP
212
Kera Capital Partners
California
$238K
PCS
213
Personal CFO Solutions
New Jersey
$237K
GCM
214
Graham Capital Management
Connecticut
$231K
NSEDCP
215
NJ State Employees Deferred Compensation Plan
New Jersey
$231K
Kovitz Investment Group Partners
216
Kovitz Investment Group Partners
Illinois
$230K
Pictet Asset Management
217
Pictet Asset Management
Switzerland
$229K
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$226K
CAU
219
Caxton Associates (UK)
$222K
SOW
220
State of Wyoming
Wyoming
$219K
Truist Financial
221
Truist Financial
North Carolina
$218K
SCM
222
Sterling Capital Management
North Carolina
$214K
LW
223
Libra Wealth
California
$212K
Public Employees Retirement Association of Colorado
224
Public Employees Retirement Association of Colorado
Colorado
$210K
VIM
225
Vinva Investment Management
Australia
$206K