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Covenant Logistics

161 hedge funds and large institutions have $314M invested in Covenant Logistics in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 43 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

5% more funds holding

Funds holding: 153161 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

20% less capital invested

Capital invested by funds: $391M → $314M (-$76.3M)

36% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 67

70.19% less ownership

Funds ownership: 135.04%64.86% (-70%)

83% less call options, than puts

Call options by funds: $319K | Put options by funds: $1.89M

Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
43
Reduced
67
Closed
17
Calls
$319K
Puts
$1.89M
Net Calls
-$1.57M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
126
HHM Wealth Advisors
Tennessee
$10.2K
VCM
127
Versant Capital Management
Arizona
$9.55K +$10.1K +392 +1,032%
GWSG
128
GPS Wealth Strategies Group
Colorado
$8.88K
MAM
129
Meeder Asset Management
Ohio
$8.61K +$9.99K +388 New
AWM
130
Abound Wealth Management
Tennessee
$6.17K
HCA
131
Harbor Capital Advisors
Illinois
$6K +$1.47K +57 +26%
MA
132
MCF Advisors
Kentucky
$5.44K +$6.31K +245 New
SCM
133
Sterling Capital Management
North Carolina
$5.17K -$5.13K -199 -46%
Osaic Holdings
134
Osaic Holdings
Arizona
$4.97K -$11.4K -442 -66%
Jones Financial Companies
135
Jones Financial Companies
Missouri
$4.44K
MAS
136
MPWM Advisory Solutions
Georgia
$4.44K +$5.15K +200 New
SW
137
SVB Wealth
Massachusetts
$4.44K +$5.15K +200 New
Federated Hermes
138
Federated Hermes
Pennsylvania
$4.31K -$5K -194 -50%
QCG
139
Quadrant Capital Group
Ohio
$4.26K
HIIFS
140
Harel Insurance Investments & Financial Services
Israel
$4K -$1.11K -43 -18%
Comerica Bank
141
Comerica Bank
Texas
$3.46K -$103 -4 -3%
NA
142
NewEdge Advisors
Louisiana
$3.24K
TSMHT
143
Thurston Springer Miller Herd & Titak
Indiana
$1.95K +$258 +10 +13%
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
$1.78K +$1.29K +50 +167%
GI
145
GAMMA Investing
California
$1.71K -$4.35K -169 -69%
RIL
146
Rothschild Investment LLC
Illinois
$1.44K +$1.16K +45 +225%
BIG
147
Brooklyn Investment Group
New York
$1.22K +$1.42K +55 New
AF
148
Allworth Financial
California
$1.04K +$1.29K +50 New
C
149
Covestor
United Kingdom
$1K +$180 +7 +15%
PA
150
Parallel Advisors
California
$999 +$386 +15 +50%

CVLG Hedge Fund Activity: Q1 2025 in Review

161 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Covenant Logistics (CVLG) for Q1 2025, worth a combined $314M — down 20% from $391M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CVLG positions and 17 closed out — a net gain of 8 holders — while 43 added to existing stakes and 67 trimmed.

The largest buyer was Next Century Growth Investors, opening a new position worth an estimated $5.11M. The largest seller was Bridgeway Capital Management, cutting an estimated $5.28M.

  • 161 institutional investors held Covenant Logistics (CVLG) as of Q1 2025, up from 153 in Q4 2024.
  • Funds reported $314M of Covenant Logistics stock for Q1 2025, down 20% quarter-over-quarter.
  • 25 funds opened new Covenant Logistics positions in Q1 2025 and 17 closed out, a net change of +8 holders.
  • The largest Covenant Logistics buyer in Q1 2025 was Next Century Growth Investors, an estimated $5.11M added.
  • The largest Covenant Logistics seller in Q1 2025 was Bridgeway Capital Management, an estimated $5.28M sold.

Based on aggregated 13F filings for Q1 2025.