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CrowdStrike

2,001 hedge funds and large institutions have $90.7B invested in CrowdStrike in 2025 Q2 according to their latest regulatory filings, with 343 funds opening new positions, 848 increasing their positions, 607 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,001
Holders Change
+205
Holders Change %
+11.41%
% of All Funds
26.82%
Holding in Top 10
58
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+41.46%
% of All Funds
0.78%
New
343
Increased
848
Reduced
607
Closed
102
Calls
$7.21B
Puts
$9.01B
Net Calls
-$1.8B
Net Calls Change
-$623M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
1151
Smartleaf Asset Management
Massachusetts
$756K +$58.9K +118 +8%
WP
1152
WealthPLAN Partners
Nebraska
$756K +$23.9K +47 +3%
PWP
1153
Principle Wealth Partners
Connecticut
$756K +$401K +787 +113%
CSB
1154
City State Bank
Iowa
$755K -$255K -500 -25%
PCS
1155
Personal CFO Solutions
New Jersey
$753K +$11.7K +23 +2%
FFM
1156
Forum Financial Management
Illinois
$753K +$82.5K +162 +12%
CCIA
1157
Cherry Creek Investment Advisors
Colorado
$752K +$204K +401 +37%
CB
1158
Cadence Bank
Mississippi
$751K +$8.15K +16 +1%
HNWAG
1159
High Net Worth Advisory Group
Florida
$750K
SCM
1160
SVB Capital Management
California
$750K +$750K +1,472 New
WMWM
1161
Whitaker-Myers Wealth Managers
Ohio
$749K +$74.4K +146 +11%
IWA
1162
IVC Wealth Advisors
Pennsylvania
$747K +$22.4K +44 +3%
CF
1163
Convergence Financial
Missouri
$744K +$256K +502 +52%
MCA
1164
Martin Capital Advisors
Texas
$742K +$81.5K +160 +12%
PMG
1165
Private Management Group
California
$741K +$741K +1,454 New
PPWP
1166
Premier Path Wealth Partners
New Jersey
$740K +$212K +416 +40%
UB
1167
UMB Bank
Missouri
$731K +$201K +395 +38%
SW
1168
SMART Wealth
Nebraska
$728K +$728K +1,430 New
FAM
1169
Formidable Asset Management
Ohio
$727K
VSQM
1170
V-Square Quantitative Management
Illinois
$723K -$27.5K -54 -4%
WIM
1171
WealthPlan Investment Management
Nebraska
$720K +$147K +289 +26%
ADL
1172
Asset Dedication LLC
California
$718K +$37.7K +74 +6%
MWM
1173
MGB Wealth Management
Texas
$714K +$714K +1,402 New
TDC
1174
Thompson Davis & Co
Virginia
$713K +$50.9K +100 +8%
MWM
1175
Moran Wealth Management
Florida
$702K +$284K +558 +68%