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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
SWM
151
Spire Wealth Management
Virginia
$618K +$46.1K +413 +8%
KK
152
KLP Kapitalforvaltning
Norway
$605K -$67K -600 -10%
SPIA
153
Steward Partners Investment Advisory
New York
$598K
VPIM
154
Vanguard Personalized Indexing Management
California
$595K +$62.7K +562 +12%
VI
155
Vestcor Inc
New Brunswick, Canada
$585K +$156K +1,400 +37%
VCM
156
Voleon Capital Management
California
$580K -$270K -2,418 -32%
M&T Bank
157
M&T Bank
New York
$571K -$48.1K -431 -8%
QPW
158
Quantum Private Wealth
Florida
$569K
OSAM
159
O'Shaughnessy Asset Management
Connecticut
$564K -$12.6K -113 -2%
PAS
160
Point72 Asia (Singapore)
Singapore
$559K +$396K +3,545 +244%
HSBC Holdings
161
HSBC Holdings
United Kingdom
$547K +$60.3K +540 +12%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$537K -$235K -2,102 -30%
EAM
163
Erste Asset Management
Austria
$535K
AWM
164
Apollon Wealth Management
South Carolina
$533K -$1.23K -11 -0.2%
CM
165
Caption Management
Oklahoma
$524K -$46.4K -416 -8%
Connor, Clark & Lunn Investment Management (CC&L)
166
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$522K +$520K +4,662 New
ATC
167
Argent Trust Co
Tennessee
$504K +$128K +1,150 +34%
CFO
168
Callan Family Office
Pennsylvania
$480K -$410K -3,670 -46%
CIM
169
Contravisory Investment Management
Massachusetts
$472K -$3.91K -35 -0.8%
VI
170
Versor Investments
New York
$470K +$469K +4,200 New
Pictet Asset Management
171
Pictet Asset Management
Switzerland
$459K
XT
172
XTX Topco
Cayman Islands
$454K +$452K +4,052 New
Mariner
173
Mariner
Kansas
$446K +$150K +1,345 +51%
MOACM
174
Mutual of America Capital Management
New York
$444K -$18K -161 -4%
IWC
175
Integrated Wealth Concepts
Massachusetts
$425K +$43.4K +389 +11%