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Daily Journal

93 hedge funds and large institutions have $359M invested in Daily Journal in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 22

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4.06% more ownership

Funds ownership: 61.33%65.39% (+4.1%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1% less funds holding

Funds holding: 9493 (-1)

25% less capital invested

Capital invested by funds: $481M → $359M (-$122M)

Holders
93
Holders Change
-1
Holders Change %
-1.06%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
37
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AB
76
Amalgamated Bank
New York
$19K
QCG
77
Quadrant Capital Group
Ohio
$12.3K +$433 +1 +3%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$12K +$433 +1 +4%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$9.54K +$9.95K +23 +2,300%
GI
80
GAMMA Investing
California
$9.15K +$6.49K +15 +188%
HNB
81
Huntington National Bank
Ohio
$6.36K
LC
82
Lindbrook Capital
California
$4.77K +$4.33K +10 +500%
VCM
83
Versant Capital Management
Arizona
$3.58K +$3.89K +9 New
SCM
84
Sterling Capital Management
North Carolina
$3.18K -$2.6K -6 -43%
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$2.78K +$1.73K +4 +133%
CIAM
86
Caitong International Asset Management
Hong Kong
$2.78K +$3.03K +7 New
BIG
87
Brooklyn Investment Group
New York
$2.39K +$2.6K +6 New
AF
88
Allworth Financial
California
$2.31K +$2.16K +5 +500%
EWA
89
EverSource Wealth Advisors
Alabama
$1.99K +$1.73K +4 +400%
US Bancorp
90
US Bancorp
Minnesota
$1.59K +$1.3K +3 +300%
S
91
SignatureFD
Georgia
$1.19K +$865 +2 +200%
C
92
Covestor
United Kingdom
$1K -$1.73K -4 -67%
TWD
93
True Wealth Design
Ohio
$796 +$865 +2 New
Arrowstreet Capital
94
Arrowstreet Capital
Massachusetts
-$4.54M -7,998 Closed
Lazard Asset Management
95
Lazard Asset Management
New York
-$495K -872 Closed
Raymond James Financial
96
Raymond James Financial
Florida
-$372K -655 Closed
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$274K -482 Closed
MMA
98
Miracle Mile Advisors
California
-$250K -440 Closed
VOYA Investment Management
99
VOYA Investment Management
Georgia
-$248K -437 Closed
CSI
100
Cross Staff Investments
New York
-$227K -400 Closed

DJCO Hedge Fund Activity: Q1 2025 in Review

93 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Daily Journal (DJCO) for Q1 2025, worth a combined $359M — down 25% from $481M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of DJCO and 12 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 37 added.

The largest buyer was Advisory Research, opening a new position worth an estimated $15M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $4.54M sold.

  • 93 institutional investors held Daily Journal (DJCO) as of Q1 2025, down from 94 in Q4 2024.
  • Funds reported $359M of Daily Journal stock for Q1 2025, down 25% quarter-over-quarter.
  • 12 funds opened new Daily Journal positions in Q1 2025 and 13 closed out, a net change of -1 holder.
  • The largest Daily Journal buyer in Q1 2025 was Advisory Research, an estimated $15M added.
  • The largest Daily Journal seller in Q1 2025 was Arrowstreet Capital, an estimated $4.54M sold.

Based on aggregated 13F filings for Q1 2025.