366 hedge funds and large institutions have $10.4B invested in CGI in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 130 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 130

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

15% less capital invested

Capital invested by funds: $12.3B → $10.4B (-$1.82B)

Holders
366
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.66M
Puts
$2.05M
Net Calls
Net Calls Change

Top Buyers

1 +$227M
2 +$162M
3 +$77.4M
4
Morgan Stanley
Morgan Stanley
New York
+$68.1M
5
Two Sigma Investments
Two Sigma Investments
New York
+$56.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$115K
IA
302
IFP Advisors
Florida
$113K
Bank Julius Baer & Co
303
Bank Julius Baer & Co
Switzerland
$112K
CCM
304
Chilton Capital Management
Texas
$111K
RhumbLine Advisers
305
RhumbLine Advisers
Massachusetts
$106K
EWA
306
EverSource Wealth Advisors
Alabama
$101K
AA
307
Ancora Advisors
Ohio
$89.1K
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$86.1K
HCM
309
Hollencrest Capital Management
California
$76.4K
TC
310
Tacita Capital
Ontario, Canada
$63.3K
AAP
311
Arax Advisory Partners
Colorado
$62.2K
CH
312
Cromwell Holdings
Wyoming
$59.5K
W
313
WealthCollab
Washington
$58.6K
PD
314
Point72 (DIFC)
United Arab Emirates
$53.5K
AF
315
Allworth Financial
California
$53K
MCM
316
MAI Capital Management
Ohio
$44.6K
CIAM
317
Caitong International Asset Management
Hong Kong
$44.3K
TFIPS
318
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.2K
AUB
319
Atlantic Union Bankshares
Virginia
$36.3K
VCM
320
Versant Capital Management
Arizona
$31.9K
MPWT
321
MassMutual Private Wealth & Trust
Connecticut
$30.1K
FHC
322
First Horizon Corporation
Tennessee
$28.9K
NS
323
NBC Securities
Alabama
$24.7K
SAM
324
Smartleaf Asset Management
Massachusetts
$23.7K
EWP
325
Elevation Wealth Partners
California
$18.9K