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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
KRW
201
Kaufman Rossin Wealth
Florida
$289K
PPW
202
Parcion Private Wealth
Washington
$282K
SCP
203
Sivia Capital Partners
California
$267K
OAM
204
Oppenheimer Asset Management
New York
$263K
BCI
205
Brinker Capital Investments
Pennsylvania
$262K
RCM
206
Requisite Capital Management
Texas
$262K
EF
207
Empowered Funds
Pennsylvania
$261K
X
208
Xponance
Pennsylvania
$241K
KCP
209
Kera Capital Partners
California
$238K
PCS
210
Personal CFO Solutions
New Jersey
$237K
GCM
211
Graham Capital Management
Connecticut
$231K
NSEDCP
212
NJ State Employees Deferred Compensation Plan
New Jersey
$231K
Kovitz Investment Group Partners
213
Kovitz Investment Group Partners
Illinois
$230K
Pictet Asset Management
214
Pictet Asset Management
Switzerland
$229K
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$226K
CAU
216
Caxton Associates (UK)
$222K
SOW
217
State of Wyoming
Wyoming
$219K
Truist Financial
218
Truist Financial
North Carolina
$218K
SCM
219
Sterling Capital Management
North Carolina
$214K
LW
220
Libra Wealth
California
$212K
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$210K
VIM
222
Vinva Investment Management
Australia
$206K
CAM
223
Claret Asset Management
Quebec, Canada
$205K
SC
224
Syon Capital
California
$203K
EWA
225
EverSource Wealth Advisors
Alabama
$191K