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473 hedge funds and large institutions have $6.81B invested in Amdocs in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 195 increasing their positions, 151 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $105M | Put options by funds: $25.7M

29% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 151

0.22% more ownership

Funds ownership: 96.41%96.63% (+0.22%)

4% less funds holding

Funds holding: 492473 (-19)

11% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 95

19% less capital invested

Capital invested by funds: $8.38B → $6.81B (-$1.57B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
473
Holders Change
-19
Holders Change %
-3.86%
% of All Funds
5.83%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
85
Increased
195
Reduced
151
Closed
95
Calls
$105M
Puts
$25.7M
Net Calls
+$78.8M
Net Calls Change
-$64.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
376
Harbor Capital Advisors
Illinois
$21K +$23.2K +317 New
CPG
377
Cornerstone Planning Group
New Jersey
$18.8K
SWM
378
Spire Wealth Management
Virginia
$18.7K +$2.85K +39 +16%
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$18.1K +$10.1K +138 +99%
Mitsubishi UFJ Asset Management
380
Mitsubishi UFJ Asset Management
Japan
$18.1K +$20.3K +277 New
TCA
381
Trifecta Capital Advisors
Illinois
$17.9K
OCWP
382
Owl Creek Wealth Partners
Colorado
$17.6K +$19.8K +270 New
VCM
383
Versant Capital Management
Arizona
$17.2K +$6.14K +84 +47%
LFG
384
Larson Financial Group
Missouri
$16.9K +$5.56K +76 +42%
BW
385
Basepoint Wealth
Iowa
$16.1K
CAL
386
Capital Analysts LLC
Pennsylvania
$16K -$1.61K -22 -8%
EF
387
Entrust Financial
Pennsylvania
$15.8K
PGAM
388
Princeton Global Asset Management
New Jersey
$15.5K +$219 +3 +1%
WSFS
389
Wilmington Savings Fund Society
Delaware
$15K
IAAG
390
Innovative Asset Advisors Group
Connecticut
$14.2K +$15.7K +215 New
PFBT
391
Parkside Financial Bank & Trust
Missouri
$14K +$4.68K +64 +42%
MO
392
McMillan Office
Michigan
$13.7K
NF
393
Napier Financial
Massachusetts
$13.1K +$14.6K +200 New
QL
394
Quarry LP
New York
$12.7K -$50.9K -696 -78%
WETS
395
Wealth Enhancement Trust Services
South Dakota
$11.9K -$805 -11 -6%
AA
396
Addison Advisors
Vermont
$11.7K -$3.66K -50 -22%
FC
397
Financial Consulate
Maryland
$11.4K +$1.68K +23 +15%
SAM
398
Smartleaf Asset Management
Massachusetts
$10.8K -$4.32K -59 -26%
TPCW
399
TD Private Client Wealth
New York
$8.42K +$805 +11 +9%
PWPS
400
Pinnacle Wealth Planning Services
Ohio
$8.35K +$219 +3 +2%