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Creative Realities

30 hedge funds and large institutions have $3M invested in Creative Realities in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

1.53% less ownership

Funds ownership: 16.24%14.71% (-1.5%)

3% less funds holding

Funds holding: 3130 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

28% less capital invested

Capital invested by funds: $4.18M → $3M (-$1.18M)

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$616K
Vanguard Group
2
Vanguard Group
Pennsylvania
$464K
PCM
3
Perritt Capital Management
Illinois
$397K +$147K +63,617 +45%
PFS
4
Prospera Financial Services
Texas
$260K
SIG
5
Sargent Investment Group
Maryland
$176K -$461K -199,500 -69%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$152K +$83 +36 +0%
Renaissance Technologies
7
Renaissance Technologies
New York
$151K -$18.3K -7,900 -9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$132K
Citadel Advisors
9
Citadel Advisors
Florida
$102K +$8.31K +3,595 +7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$93.2K -$16.5K -7,150 -13%
TSW
11
Thompson Siegel & Walmsley
Virginia
$89K
Morgan Stanley
12
Morgan Stanley
New York
$66.7K
Goldman Sachs
13
Goldman Sachs
New York
$64.9K +$8.28K +3,584 +12%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$37.6K +$44.5K +19,272 New
Raymond James Financial
15
Raymond James Financial
Florida
$31.4K
UBS Group
16
UBS Group
Switzerland
$30.3K +$23K +9,958 +178%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$29K
XT
18
XTX Topco
Cayman Islands
$29K +$34.3K +14,853 New
BlackRock
19
BlackRock
New York
$25.8K -$3.37K -1,456 -10%
State Street
20
State Street
Massachusetts
$21.7K
Northern Trust
21
Northern Trust
Illinois
$21K
TRCT
22
Tower Research Capital (TRC)
New York
$6.15K +$2.35K +1,019 +48%
ITIM
23
Indiana Trust & Investment Management
Indiana
$1.11K
Fidelity Investments
24
Fidelity Investments
Massachusetts
$390 +$213 +92 +85%
Bank of America
25
Bank of America
North Carolina
$136 +$7 +3 +4%

CREX Hedge Fund Activity: Q1 2025 in Review

30 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Creative Realities (CREX) for Q1 2025, worth a combined $3M — down 28% from $4.18M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CREX and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 8 added.

The largest buyer was Perritt Capital Management, adding an estimated $147K. The largest seller was Sargent Investment Group, cutting an estimated $461K.

  • 30 institutional investors held Creative Realities (CREX) as of Q1 2025, down from 31 in Q4 2024.
  • Funds reported $3M of Creative Realities stock for Q1 2025, down 28% quarter-over-quarter.
  • 3 funds opened new Creative Realities positions in Q1 2025 and 4 closed out, a net change of -1 holder.
  • The largest Creative Realities buyer in Q1 2025 was Perritt Capital Management, an estimated $147K added.
  • The largest Creative Realities seller in Q1 2025 was Sargent Investment Group, an estimated $461K sold.

Based on aggregated 13F filings for Q1 2025.