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Endava

125 hedge funds and large institutions have $484M invested in Endava in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

29% less capital invested

Capital invested by funds: $683M → $484M (-$199M)

32.32% less ownership

Funds ownership: 85.82%53.5% (-32%)

81% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 36

Holders
125
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.49M
Puts
$3.02M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parallel Advisors
California
$6.22K
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$4.73K
WWM
103
Wolff Wiese Magana
California
$4.7K
MSFP
104
Mark Sheptoff Financial Planning
Connecticut
$3.06K
SS
105
SBI Securities
Japan
$2.68K
SC
106
SouthState Corp
Florida
$2.01K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$2K
WTC
108
WhitTier Trust Company
Nevada
$1.9K
FFA
109
Farther Finance Advisors
California
$1.56K
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$1.04K
MAFA
111
MJT & Associates Financial Advisory
Minnesota
$950
SAM
112
Smartleaf Asset Management
Massachusetts
$705
GRP
113
Global Retirement Partners
California
$643
Osaic Holdings
114
Osaic Holdings
Arizona
$494
SIC
115
SJS Investment Consulting
Ohio
$491
CA
116
CoreCap Advisors
Michigan
$337
CIAM
117
Caitong International Asset Management
Hong Kong
$260
PS
118
Principal Securities
Iowa
$169
MTIC
119
Missouri Trust & Investment Company
Missouri
$169
NA
120
NewEdge Advisors
Louisiana
$153
BIA
121
Bell Investment Advisors
California
$62
PK
122
Pflug Koory
Nebraska
$31
Fidelity Investments
123
Fidelity Investments
Massachusetts
$15
HNB
124
Huntington National Bank
Ohio
$15
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$15