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First Horizon

636 hedge funds and large institutions have $9.17B invested in First Horizon in 2026 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 231 increasing their positions, 211 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

299% more call options, than puts

Call options by funds: $303M | Put options by funds: $76.1M

55% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 58

3% more funds holding

Funds holding: 620636 (+16)

9% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 211

0.38% less ownership

Funds ownership: 84.81%84.42% (-0.38%)

8% less capital invested

Capital invested by funds: $9.98B → $9.17B (-$809M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
636
Holders Change
+16
Holders Change %
+2.58%
% of All Funds
7.83%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
90
Increased
231
Reduced
211
Closed
58
Calls
$303M
Puts
$76.1M
Net Calls
+$227M
Net Calls Change
-$406M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.3B -$12.9M -537,715 -0.9%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$670M -$48.3M -2,018,725 -6%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$521M +$548M +22,899,446 New
VCM
4
Vanguard Capital Management
Pennsylvania
$492M +$517M +21,614,219 New
State Street
5
State Street
Massachusetts
$421M -$15.7M -654,705 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$355M -$19.9M -830,517 -5%
NRCM
7
North Reef Capital Management
California
$329M +$70.2M +2,936,368 +25%
UBS AM
8
UBS AM
Illinois
$325M +$5.31M +222,096 +2%
LSV Asset Management
9
LSV Asset Management
Illinois
$274M -$2.62M -109,438 -0.9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$208M +$1.15M +48,045 +0.5%
AQR Capital Management
11
AQR Capital Management
Connecticut
$170M +$133M +5,551,834 +278%
Citadel Advisors
12
Citadel Advisors
Florida
$158M +$14.3M +599,504 +9%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$146M -$150M -6,269,070 -49%
Millennium Management
14
Millennium Management
New York
$143M -$84.1M -3,517,810 -36%
Morgan Stanley
15
Morgan Stanley
New York
$136M +$18.2M +760,789 +15%
AIM
16
Artemis Investment Management
United Kingdom
$131M +$47.3M +1,977,452 +52%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$115M -$6.65M -277,929 -5%
ClearBridge Investments
18
ClearBridge Investments
New York
$114M -$4.74M -198,024 -4%
Invesco
19
Invesco
Georgia
$104M -$82.5M -3,451,831 -43%
Fidelity International
20
Fidelity International
Bermuda
$101M -$10.6M -442,451 -9%
Northern Trust
21
Northern Trust
Illinois
$99.1M +$592K +24,743 +0.6%
Principal Financial Group
22
Principal Financial Group
Iowa
$86.4M -$1.27M -52,979 -1%
JP Morgan Chase
23
JP Morgan Chase
New York
$80.2M +$30.3M +1,268,747 +54%
Charles Schwab
24
Charles Schwab
California
$80.1M +$2.39M +100,001 +3%
FGP
25
Freestone Grove Partners
California
$75.3M -$33.9M -1,418,660 -30%