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CorVel
CRVL

Overview Fund Activity

292 hedge funds and large institutions have $2.82B invested in CorVel in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 115 increasing their positions, 100 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+17
Holders Change %
+6.18%
% of All Funds
3.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
115
Reduced
100
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$26.8M
2
Millennium Management
Millennium Management
New York
+$19M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$9.25M
4
CSS
Cubist Systematic Strategies
Connecticut
+$8.61M
5
Morgan Stanley
Morgan Stanley
New York
+$8.2M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$46.1M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$15.7M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$15.2M
4
BTW
Boston Trust Walden
Massachusetts
-$14.5M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
276
AssetMark Inc
California
$1.54K +$1.54K +15 New
GRP
277
Global Retirement Partners
California
$1.54K +$1.54K +15 New
FFO
278
Fortitude Family Office
Arizona
$1.44K +$1.44K +14 New
DPW
279
DiNuzzo Private Wealth
Pennsylvania
$1.03K -$103 -1 -9%
SO
280
Sierra Ocean
California
$925 +$925 +9 New
SIC
281
SJS Investment Consulting
Ohio
$617 -$308 -3 -33%
CFO
282
CVA Family Office
Colorado
$514 -$411 -4 -44%
TWD
283
True Wealth Design
Ohio
$514 – – –
BWL
284
Bogart Wealth LLC
Virginia
$514 +$514 +5 New
CIAM
285
Caitong International Asset Management
Hong Kong
$411 – – –
TFM
286
TFC Financial Management
Massachusetts
$309 – – –
HIA
287
HFM Investment Advisors
New Jersey
$308 +$103 +1 +50%
BHWM
288
Bay Harbor Wealth Management
Maryland
$308 +$103 +1 +50%
PWM
289
Parkworth Wealth Management
California
$206 – – –
AWM
290
Abound Wealth Management
Tennessee
$206 – – –
RWM
291
Rialto Wealth Management
New York
$103 +$103 +1 New
WCF
292
West Coast Financial
California
– -$4.98M -44,512 Closed
Marshall Wace
293
Marshall Wace
United Kingdom
– -$1.68M -15,001 Closed
CF
294
Corebridge Financial
Texas
– -$1.56M -13,913 Closed
SG Americas Securities
295
SG Americas Securities
New York
– -$1.05M -9,416 Closed
CM
296
Caption Management
Oklahoma
– -$524K -4,684 Closed
HIS
297
Harvest Investment Services
Illinois
– -$372K -3,321 Closed
Allianz Asset Management
298
Allianz Asset Management
Germany
– -$269K -2,400 Closed
CL
299
Choreo LLC
Illinois
– -$250K -2,236 Closed
MAG
300
Mayfair Advisory Group
Alabama
– -$248K -2,212 Closed
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