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CuriosityStream

121 hedge funds and large institutions have $74.5M invested in CuriosityStream in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 34

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

17% more call options, than puts

Call options by funds: $450K | Put options by funds: $383K

2% more funds holding

Funds holding: 119121 (+2)

0.88% more ownership

Funds ownership: 32.81%33.68% (+0.88%)

26% less capital invested

Capital invested by funds: $101M → $74.5M (-$26.2M)

Holders
121
Holders Change
+2
Holders Change %
+1.68%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
49
Reduced
34
Closed
15
Calls
$450K
Puts
$383K
Net Calls
+$67K
Net Calls Change
-$397K
Name Holding Trade Value Shares
Change
Change in
Stake
AB
101
Amalgamated Bank
New York
$5K +$855 +192 +18%
GWSA
102
Global Wealth Strategies & Associates
Colorado
$3.77K
Citigroup
103
Citigroup
New York
$3.52K -$2.58K -578 -38%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$2.92K +$1.05K +236 +44%
SPIA
105
Steward Partners Investment Advisory
New York
$1.71K
SCM
106
Sterling Capital Management
North Carolina
$1.42K +$543 +122 +48%
AUB
107
Atlantic Union Bankshares
Virginia
$1.36K +$1.59K +357 New
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.33K -$557 -125 -26%
PWA
109
Physician Wealth Advisors
Utah
$1.31K
API
110
Asset Planning Inc
California
$1.14K
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$809 +$949 +213 New
EWA
112
EverSource Wealth Advisors
Alabama
$802 -$27 -6 -3%
OC
113
Optima Capital
Oregon
$479 +$561 +126 New
IA
114
IFP Advisors
Florida
$418 +$441 +99 +900%
SS
115
SBI Securities
Japan
$308 -$5.79K -1,300 -94%
SA
116
Strategic Advocates
Utah
$202
Jones Financial Companies
117
Jones Financial Companies
Missouri
$152
EP
118
Essential Partners
California
$99 -$1.19K -268 -91%
RIL
119
Rothschild Investment LLC
Illinois
$61 +$71 +16 New
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$38 +$45 +10 New
SIC
121
SJS Investment Consulting
Ohio
$4 +$4 +1 New
OP
122
Oldfield Partners
United Kingdom
-$1.1M -207,200 Closed
GIPM
123
G2 Investment Partners Management
New York
-$939K -177,200 Closed
Jacobs Levy Equity Management
124
Jacobs Levy Equity Management
New Jersey
-$797K -150,389 Closed
EI
125
EAM Investors
California
-$754K -142,300 Closed