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284 hedge funds and large institutions have $1.83B invested in CorVel in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 106 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

0% more funds holding

Funds holding: 284284 (0)

0.19% less ownership

Funds ownership: 53.01%52.82% (-0.19%)

2% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 106

13% less capital invested

Capital invested by funds: $2.11B → $1.83B (-$274M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $526K

Holders
284
Holders Change
Holders Change %
0%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
104
Reduced
106
Closed
36
Calls
Puts
$526K
Net Calls
-$526K
Net Calls Change
-$526K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
251
AssetMark Inc
California
$3.25K +$2.17K +30 +167%
JWA
252
JFS Wealth Advisors
Pennsylvania
$3.05K +$652 +9 +25%
T. Rowe Price Investment Management
253
T. Rowe Price Investment Management
Maryland
$3K
LFG
254
Larson Financial Group
Missouri
$2.44K +$2.39K +33 +1,100%
KG
255
Kilter Group
New York
$1.83K +$1.96K +27 New
EWA
256
EverSource Wealth Advisors
Alabama
$1.83K -$11.1K -153 -85%
RFP
257
Root Financial Partners
California
$1.76K -$4.35K -60 -70%
PWA
258
Physician Wealth Advisors
Utah
$1.35K +$1.45K +20 New
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$1.22K
GRP
260
Global Retirement Partners
California
$1.01K +$1.09K +15 New
AW
261
Avion Wealth
Texas
$1K +$652 +9 +75%
RWM
262
Rialto Wealth Management
New York
$542 +$362 +5 +167%
SWM
263
Spire Wealth Management
Virginia
$541 -$70.9K -979 -99%
BTI
264
Blue Trust Inc
Georgia
$541 +$579 +8 New
RF
265
Rossby Financial
Florida
$541 +$579 +8 New
BFS
266
Bare Financial Services
Pennsylvania
$474 -$3.62K -50 -88%
MAM
267
Marquette Asset Management
Minnesota
$474 +$507 +7 New
NSIM
268
North Star Investment Management
Illinois
$474 +$507 +7 New
SIC
269
SJS Investment Consulting
Ohio
$407
RIL
270
Rothschild Investment LLC
Illinois
$406 -$1.45K -20 -77%
OC
271
Optima Capital
Oregon
$406 +$435 +6 New
DPW
272
DiNuzzo Private Wealth
Pennsylvania
$339 -$435 -6 -55%
SS
273
Sunbelt Securities
Texas
$338 +$362 +5 New
GWM
274
Gilpin Wealth Management
Colorado
$204 +$217 +3 New
EP
275
Essential Partners
California
$203