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Concentrix

332 hedge funds and large institutions have $3.16B invested in Concentrix in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 119 increasing their positions, 110 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% less capital invested

Capital invested by funds: $3.27B → $3.16B (-$111M)

3% less funds holding

Funds holding: 344332 (-12)

13% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 60

Holders
332
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18M
Puts
$8.94M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
201
Choreo LLC
Illinois
$305K
BNP Paribas Financial Markets
202
BNP Paribas Financial Markets
France
$298K
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
$293K
EF
204
Empowered Funds
Pennsylvania
$293K
KCP
205
Kera Capital Partners
California
$291K
Corient Private Wealth
206
Corient Private Wealth
Florida
$286K
X
207
Xponance
Pennsylvania
$284K
BCI
208
Brinker Capital Investments
Pennsylvania
$279K
PCS
209
Personal CFO Solutions
New Jersey
$268K
NSEDCP
210
NJ State Employees Deferred Compensation Plan
New Jersey
$264K
Pictet Asset Management
211
Pictet Asset Management
Switzerland
$263K
SCM
212
Sterling Capital Management
North Carolina
$262K
Creative Planning
213
Creative Planning
Kansas
$251K
LW
214
Libra Wealth
California
$242K
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$241K
SFC
216
SYM Financial Corp
Indiana
$239K
CAM
217
Claret Asset Management
Quebec, Canada
$238K
CPA
218
Capital Performance Advisors
California
$237K
EWA
219
EverSource Wealth Advisors
Alabama
$234K
VCM
220
Versant Capital Management
Arizona
$231K
MML Investors Services
221
MML Investors Services
Massachusetts
$227K
Federated Hermes
222
Federated Hermes
Pennsylvania
$227K
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$221K
OAM
224
Oppenheimer Asset Management
New York
$221K
PWP
225
Prasad Wealth Partners
Ohio
$221K