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Descartes Systems

352 hedge funds and large institutions have $6.63B invested in Descartes Systems in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 129 increasing their positions, 144 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding in top 10

Funds holding in top 10:

15% less capital invested

Capital invested by funds: $7.78B → $6.63B (-$1.15B)

23% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 48

64% less call options, than puts

Call options by funds: $3.15M | Put options by funds: $8.72M

Holders
352
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.15M
Puts
$8.72M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
326
MorganRosel Wealth Management
Colorado
$5.04K
SPIA
327
Steward Partners Investment Advisory
New York
$4.03K
BCMLT
328
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.03K
CFD
329
Creative Financial Designs
Indiana
$3.93K
TPCW
330
TD Private Client Wealth
New York
$3.83K
BIA
331
Bell Investment Advisors
California
$3.73K
CWC
332
Carolinas Wealth Consulting
North Carolina
$3.6K
WSFS
333
Wilmington Savings Fund Society
Delaware
$3.33K
CFO
334
CVA Family Office
Colorado
$2.82K
EB
335
Eastern Bank
Massachusetts
$2.82K
MA
336
Montag & Associates
Georgia
$2.73K
GBT
337
Grove Bank & Trust
Florida
$2.62K
HCP
338
Hexagon Capital Partners
Arkansas
$2.52K
SAM
339
Smartleaf Asset Management
Massachusetts
$1.8K
HWP
340
Highline Wealth Partners
California
$1.71K
AAP
341
Arax Advisory Partners
Colorado
$1.61K
JWA
342
JFS Wealth Advisors
Pennsylvania
$1.51K
IA
343
IFP Advisors
Florida
$1.31K
PWA
344
Physician Wealth Advisors
Utah
$1.01K
BIG
345
Brooklyn Investment Group
New York
$1.01K
NC
346
NewSquare Capital
Pennsylvania
$1.01K
HWM
347
Hemington Wealth Management
Virginia
$1K
RhumbLine Advisers
348
RhumbLine Advisers
Massachusetts
$907
BFS
349
Bare Financial Services
Pennsylvania
$706
CPG
350
Cornerstone Planning Group
New Jersey
$619