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Amdocs
DOX

Overview Fund Activity

536 hedge funds and large institutions have $9.56B invested in Amdocs in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 208 increasing their positions, 183 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+29
Holders Change %
+5.72%
% of All Funds
7.19%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
83
Increased
208
Reduced
183
Closed
45
Calls
$2.81M
Puts
$1.4M
Net Calls
+$1.41M
Net Calls Change
+$6.35M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$71.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$37.2M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$26.1M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$19.6M
5
LSV Asset Management
LSV Asset Management
Illinois
+$19.3M

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$93.2M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$81.9M
3
American Century Companies
American Century Companies
Missouri
-$70.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.4M
5
BGC
Beutel, Goodman & Co
Ontario, Canada
-$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
476
Tortoise Investment Management
New York
$11K – – –
National Bank of Canada
477
National Bank of Canada
Quebec, Canada
$10.2K +$10.2K +354 New
SC
478
SouthState Corp
Florida
$9.95K +$2.1K +23 +27%
MPWT
479
MassMutual Private Wealth & Trust
Connecticut
$9.58K +$639 +7 +7%
OAJ
480
Ogorek Anthony Joseph
New York
$9K +$2.56K +31 +40%
JWA
481
JFS Wealth Advisors
Pennsylvania
$8.76K +$548 +6 +7%
AT
482
Avalon Trust
New Mexico
$8.75K +$8.75K +96 New
PFBT
483
Parkside Financial Bank & Trust
Missouri
$8.67K -$274 -3 -3%
WA
484
Whipplewood Advisors
Colorado
$8.03K +$5.57K +61 +226%
CA
485
Clearstead Advisors
Ohio
$7.21K – – –
UB
486
UMB Bank
Missouri
$7.12K +$274 +3 +4%
Kayne Anderson Rudnick Investment Management
487
Kayne Anderson Rudnick Investment Management
California
$6.41K +$4.21K +46 +192%
SO
488
Sierra Ocean
California
$6.2K -$6.39K -70 -51%
WIM
489
Westside Investment Management
California
$6.08K +$6.08K +66 New
DWM
490
Dogwood Wealth Management
Kansas
$5.84K +$5.84K +63 New
BBHC
491
Brown Brothers Harriman & Co
New York
$5.29K +$1.73K +19 +49%
AAS
492
Ameritas Advisory Services
Nebraska
$4.65K +$4.65K +51 New
BIA
493
Bell Investment Advisors
California
$4.56K -$5.84K -64 -56%
IWM
494
IMG Wealth Management
Florida
$4.47K +$4.47K +49 New
FWM
495
FSA Wealth Management
Massachusetts
$4.38K – – –
S
496
Sachetta
Massachusetts
$4.29K +$2.37K +26 +124%
AS
497
Altshuler Shaham
Israel
$4.11K +$4.11K +45 New
SIS
498
Sound Income Strategies
Florida
$3.92K – – –
TWD
499
True Wealth Design
Ohio
$3.74K +$1.73K +19 +86%
FPF
500
First Pacific Financial
Washington
$3.47K +$3.47K +38 New
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