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Daily Journal

98 hedge funds and large institutions have $400M invested in Daily Journal in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
1.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
31
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
76
Ameritas Investment Partners
Nebraska
$56.6K
Jones Financial Companies
77
Jones Financial Companies
Missouri
$26.4K +$26.4K +63 New
AB
78
Amalgamated Bank
New York
$21K
Raymond James Financial
79
Raymond James Financial
Florida
$19K +$19K +45 New
PA
80
Parallel Advisors
California
$16K +$16K +38 New
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$10K -$2.61K -6 -21%
GI
82
GAMMA Investing
California
$7.18K -$2.53K -6 -26%
HNB
83
Huntington National Bank
Ohio
$6.76K
IA
84
IFP Advisors
Florida
$5.49K
SCM
85
Sterling Capital Management
North Carolina
$4.22K +$845 +2 +25%
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$4.22K +$1.27K +3 +43%
EWA
87
EverSource Wealth Advisors
Alabama
$4.22K +$2.11K +5 +100%
VCM
88
Versant Capital Management
Arizona
$3.8K
Osaic Holdings
89
Osaic Holdings
Arizona
$2.93K +$2.93K +7 New
AF
90
Allworth Financial
California
$1.27K -$1.27K -3 -50%
TIM
91
Tortoise Investment Management
New York
$1.27K +$1.27K +3 New
C
92
Covestor
United Kingdom
$1K
TPWA
93
Twin Peaks Wealth Advisors
California
$849 +$849 +2 New
TWD
94
True Wealth Design
Ohio
$845
TFM
95
TFC Financial Management
Massachusetts
$423 +$423 +1 New
SC
96
Stephens Consulting
Michigan
$423 +$423 +1 New
CIAM
97
Caitong International Asset Management
Hong Kong
$422 -$2.53K -6 -86%
US Bancorp
98
US Bancorp
Minnesota
$422 -$1.27K -3 -75%
S
99
SignatureFD
Georgia
$422 -$844 -2 -67%
Citadel Advisors
100
Citadel Advisors
Florida
-$653K -1,642 Closed