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74 hedge funds and large institutions have $83.2M invested in Envela in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

37% more capital invested

Capital invested by funds: $60.7M → $83.2M (+$22.5M)

28% more funds holding

Funds holding: 5874 (+16)

1.75% more ownership

Funds ownership: 17.48%19.23% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
74
Holders Change
+16
Holders Change %
+27.59%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
24
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$26.3K +$3.01K +219 +16%
TRCT
52
Tower Research Capital (TRC)
New York
$24.1K +$8.66K +630 +77%
UFF
53
USA Financial Formulas
Michigan
$20.9K +$16.3K +1,183 +1,599%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$13K +$3.16K +230 +42%
AIP
55
Ameritas Investment Partners
Nebraska
$11.3K
UBS AM
56
UBS AM
Illinois
$10.1K +$7.2K +524 +639%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$10K +$5.09K +370 +164%
ASN
58
Advisory Services Network
Georgia
$10K +$8.25K +600 New
Legal & General Group
59
Legal & General Group
United Kingdom
$9.93K -$1.07K -78 -12%
Nisa Investment Advisors
60
Nisa Investment Advisors
Missouri
$6.66K +$5.5K +400 New
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$6K -$674 -49 -12%
Citigroup
62
Citigroup
New York
$5.93K +$2.45K +178 +100%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$5.21K +$564 +41 +15%
S
64
SignatureFD
Georgia
$3.52K +$2.9K +211 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$2.33K
C
66
Covestor
United Kingdom
$1K +$550 +40 New
SCM
67
Sterling Capital Management
North Carolina
$716
EP
68
Essential Partners
California
$283
AF
69
Allworth Financial
California
$267 +$220 +16 New
EWA
70
EverSource Wealth Advisors
Alabama
$133 +$82 +6 +300%
MCM
71
MAI Capital Management
Ohio
$50 +$41 +3 New
BWA
72
Basecamp Wealth Advisors
Washington
$17 +$14 +1 New
FFA
73
Farther Finance Advisors
California
$17 +$14 +1 New
RIL
74
Rothschild Investment LLC
Illinois
$17 +$14 +1 New
Bank of America
75
Bank of America
North Carolina
-$514K -38,450 Closed