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281 hedge funds and large institutions have $1.48B invested in CorVel in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 130 increasing their positions, 78 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 78

2% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 45

0.09% more ownership

Funds ownership: 52.82%52.91% (+0.09%)

1% less funds holding

Funds holding: 284281 (-3)

19% less capital invested

Capital invested by funds: $1.83B → $1.48B (-$352M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $672K

Holders
281
Holders Change
-3
Holders Change %
-1.06%
% of All Funds
3.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
130
Reduced
78
Closed
45
Calls
Puts
$672K
Net Calls
-$672K
Net Calls Change
-$146K
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
251
CVA Family Office
Colorado
$2.02K +$2.13K +37 New
AW
252
Avion Wealth
Texas
$2K +$1.27K +22 +105%
CFM
253
Cornerstone Financial Management
Massachusetts
$1.97K +$2.07K +36 New
WPA
254
Wealth Preservation Advisors
Tennessee
$1.97K +$2.07K +36 New
KFAS
255
Keating Financial Advisory Services
Kansas
$1.69K +$1.73K +30 +3,000%
TPWA
256
Twin Peaks Wealth Advisors
California
$1.64K +$1.73K +30 New
MCM
257
Manchester Capital Management
Vermont
$1.48K +$1.55K +27 New
TWD
258
True Wealth Design
Ohio
$1.42K +$1.5K +26 New
RF
259
Rossby Financial
Florida
$1.39K +$1.04K +18 +225%
KG
260
Kilter Group
New York
$1.37K -$115 -2 -7%
JWM
261
JPL Wealth Management
Colorado
$1.26K +$1.32K +23 New
BIA
262
Bell Investment Advisors
California
$1.2K -$10.2K -178 -89%
FMII
263
Farmers & Merchants Investments Inc
Nebraska
$984
SIC
264
SJS Investment Consulting
Ohio
$984 +$691 +12 +200%
SWM
265
Spire Wealth Management
Virginia
$874 +$461 +8 +100%
JWA
266
JFS Wealth Advisors
Pennsylvania
$820 -$1.73K -30 -67%
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$820 +$864 +15 New
RFP
268
Root Financial Partners
California
$765 -$691 -12 -46%
BWA
269
Basecamp Wealth Advisors
Washington
$765 +$806 +14 New
AssetMark Inc
270
AssetMark Inc
California
$710 -$2.02K -35 -73%
NSIM
271
North Star Investment Management
Illinois
$546 +$173 +3 +43%
TM
272
Torren Management
California
$492 -$38.9K -675 -99%
RWM
273
Rialto Wealth Management
New York
$492 +$58 +1 +13%
PWA
274
Physician Wealth Advisors
Utah
$438 -$691 -12 -60%
GWM
275
Gilpin Wealth Management
Colorado
$219 +$58 +1 +33%