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Fair Isaac

999 hedge funds and large institutions have $38.7B invested in Fair Isaac in 2025 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 347 increasing their positions, 352 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+46
Holders Change %
+4.83%
% of All Funds
13.39%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.24%
New
154
Increased
347
Reduced
352
Closed
94
Calls
$528M
Puts
$727M
Net Calls
-$199M
Net Calls Change
-$332M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
801
Annex Advisory Services
Wisconsin
$245K
OC
802
Oarsman Capital
Wisconsin
$245K +$245K +134 New
TSMHT
803
Thurston Springer Miller Herd & Titak
Indiana
$245K +$34.7K +19 +17%
BWM
804
Baron Wealth Management
Michigan
$243K -$27.4K -15 -10%
PP
805
PDS Planning
Ohio
$243K +$21.9K +12 +10%
MPCG
806
Matrix Private Capital Group
New York
$241K -$322K -176 -57%
PCM
807
Penserra Capital Management
California
$240K +$27.3K +15 +13%
AWM
808
Angeles Wealth Management
California
$239K +$239K +131 New
GKIM
809
GW&K Investment Management
Massachusetts
$238K +$1.83K +1 +0.8%
SCI
810
S&CO Inc
Massachusetts
$237K +$237K +130 New
CFG
811
Citizens Financial Group
Rhode Island
$234K +$29.2K +16 +14%
WWM
812
WT Wealth Management
Arizona
$232K +$232K +127 New
GWMR
813
GC Wealth Management RIA
Massachusetts
$232K +$232K +127 New
UF
814
Univest Financial
Pennsylvania
$232K
CCM
815
Crew Capital Management
Ohio
$227K -$685K -375 -75%
TWM
816
Thrive Wealth Management
Pennsylvania
$227K +$18.3K +10 +9%
PWPS
817
Pinnacle Wealth Planning Services
Ohio
$227K +$227K +124 New
MAM
818
Milestone Asset Management
Pennsylvania
$225K +$225K +123 New
PCS
819
Personal CFO Solutions
New Jersey
$225K +$225K +123 New
DC
820
Diametric Capital
Massachusetts
$225K +$225K +123 New
PFM
821
Patton Fund Management
Texas
$223K +$223K +122 New
NG
822
Novem Group
New York
$221K -$18.3K -10 -8%
PWM
823
Perigon Wealth Management
California
$219K -$80.4K -44 -27%
KP
824
Keel Point
Alabama
$219K +$219K +120 New
CA
825
Commerzbank Aktiengesellschaft
Germany
$218K