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339 hedge funds and large institutions have $8.38B invested in CGI in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 102 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

15% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 53

23% less capital invested

Capital invested by funds: $10.8B → $8.38B (-$2.44B)

28% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 141

Holders
339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.56M
Puts
$3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Clearstead Advisors
Ohio
$11K
TWD
302
True Wealth Design
Ohio
$8.92K
BBHC
303
Brown Brothers Harriman & Co
New York
$8.63K
JWA
304
JFS Wealth Advisors
Pennsylvania
$8.26K
ZBNA
305
Zions Bancorporation, National Association
Utah
$8.19K
SWM
306
Spire Wealth Management
Virginia
$8.05K
BWL
307
Bogart Wealth LLC
Virginia
$7.82K
BIA
308
Bell Investment Advisors
California
$7.46K
BFS
309
Bare Financial Services
Pennsylvania
$7.38K
PGAM
310
Princeton Global Asset Management
New Jersey
$7.09K
SAM
311
Smartleaf Asset Management
Massachusetts
$7.04K
CTC
312
Central Trust Company
Missouri
$6.14K
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$5.78K
AA
314
Addison Advisors
Vermont
$5.63K
AAP
315
Arax Advisory Partners
Colorado
$5.03K
KFI
316
Key Financial Inc
Pennsylvania
$3.64K
KG
317
Kilter Group
New York
$3.07K
TPWA
318
Twin Peaks Wealth Advisors
California
$2.92K
WSFS
319
Wilmington Savings Fund Society
Delaware
$2.41K
ASN
320
Advisory Services Network
Georgia
$2.34K
FG
321
Fairman Group
Pennsylvania
$2.27K
CFM
322
Cornerstone Financial Management
Massachusetts
$2.05K
GI
323
GAMMA Investing
California
$1.97K
GSWM
324
Golden State Wealth Management
California
$1.46K
GIM
325
Gold Investment Management
Alberta, Canada
$1.17K