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277 hedge funds and large institutions have $3.07B invested in CorVel in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 114 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $8.13M | Put options by funds: $1.68M

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

28% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 89

5% more funds holding

Funds holding: 264277 (+13)

0% more capital invested

Capital invested by funds: $3.06B → $3.07B (+$8.13M)

0.17% less ownership

Funds ownership: 53.47%53.31% (-0.17%)

Holders
277
Holders Change
+13
Holders Change %
+4.92%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
114
Reduced
89
Closed
21
Calls
$8.13M
Puts
$1.68M
Net Calls
+$6.45M
Net Calls Change
-$193K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
251
EverSource Wealth Advisors
Alabama
$3.25K -$447 -4 -12%
PFBT
252
Parkside Financial Bank & Trust
Missouri
$3.25K +$2.23K +20 +222%
SCM
253
Sterling Capital Management
North Carolina
$3.13K +$112 +1 +4%
LFG
254
Larson Financial Group
Missouri
$2.8K +$2.12K +19 +317%
LC
255
Lindbrook Capital
California
$2.69K +$2.68K +24 New
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$2.35K
BFS
257
Bare Financial Services
Pennsylvania
$2.02K +$2.01K +18 New
SS
258
SBI Securities
Japan
$1.68K
DPW
259
DiNuzzo Private Wealth
Pennsylvania
$1.23K +$223 +2 +22%
SIC
260
SJS Investment Consulting
Ohio
$1.01K
CFO
261
CVA Family Office
Colorado
$1.01K +$1K +9 New
PWA
262
Physician Wealth Advisors
Utah
$1.01K +$1K +9 New
Lazard Asset Management
263
Lazard Asset Management
New York
$1K +$1.79K +16 New
GFPC
264
Global Financial Private Client
Florida
$672 +$335 +3 +100%
SC
265
SouthState Corp
Florida
$560 +$558 +5 New
SC
266
Stephens Consulting
Michigan
$560 +$558 +5 New
TWD
267
True Wealth Design
Ohio
$560 +$558 +5 New
CIAM
268
Caitong International Asset Management
Hong Kong
$448 +$447 +4 New
TFM
269
TFC Financial Management
Massachusetts
$336
Amundi
270
Amundi
France
$333
AWM
271
Abound Wealth Management
Tennessee
$224 -$112 -1 -33%
PWM
272
Parkworth Wealth Management
California
$224 -$112 -1 -33%
HIA
273
HFM Investment Advisors
New Jersey
$224 +$223 +2 New
BHWM
274
Bay Harbor Wealth Management
Maryland
$223 +$223 +2 New
A
275
AlphaQuest
New York
$112 -$553K -4,952 -100%