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First Advantage

149 hedge funds and large institutions have $2.58B invested in First Advantage in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

4% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 52

22% less capital invested

Capital invested by funds: $3.29B → $2.58B (-$709M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
149
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
126
JFS Wealth Advisors
Pennsylvania
$945
EWA
127
EverSource Wealth Advisors
Alabama
$790
BGAI
128
Bruce G. Allen Investments
Colorado
$761
CCM
129
Coldstream Capital Management
Washington
$536
BFS
130
Bare Financial Services
Pennsylvania
$535
HCP
131
Hexagon Capital Partners
Arkansas
$437
SC
132
Stephens Consulting
Michigan
$353
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$338
SIC
134
SJS Investment Consulting
Ohio
$325
DPW
135
DiNuzzo Private Wealth
Pennsylvania
$254
PA
136
Parallel Advisors
California
$225
GFPC
137
Global Financial Private Client
Florida
$183
IA
138
IFP Advisors
Florida
$169
LC
139
Lindbrook Capital
California
$155
CA
140
CoreCap Advisors
Michigan
$85
PWM
141
Parkworth Wealth Management
California
$42
FFA
142
Farther Finance Advisors
California
$29
BIG
143
Brooklyn Investment Group
New York
$29
HIA
144
HFM Investment Advisors
New Jersey
$29
BHWM
145
Bay Harbor Wealth Management
Maryland
$28
TWD
146
True Wealth Design
Ohio
$15
SS
147
SBI Securities
Japan
$14
AR
148
Advisory Research
Illinois
Norges Bank
149
Norges Bank
Norway
Schroder Investment Management Group
150
Schroder Investment Management Group
United Kingdom