349 hedge funds and large institutions have $10.8B invested in CGI in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 138 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

5% less funds holding

Funds holding: 366349 (-17)

11% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 138

51% less call options, than puts

Call options by funds: $6.53M | Put options by funds: $13.2M

Holders
349
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
$6.53M
Puts
$13.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
326
Cornerstone Financial Management
Massachusetts
$5.72K
Rockefeller Capital Management
327
Rockefeller Capital Management
New York
$5.45K
KFI
328
Key Financial Inc
Pennsylvania
$4.63K
NSIM
329
North Star Investment Management
Illinois
$4.62K
TWD
330
True Wealth Design
Ohio
$4.52K
PWPS
331
Pinnacle Wealth Planning Services
Ohio
$3.32K
WSFS
332
Wilmington Savings Fund Society
Delaware
$3.05K
PFBT
333
Parkside Financial Bank & Trust
Missouri
$2.95K
FG
334
Fairman Group
Pennsylvania
$2.86K
GI
335
GAMMA Investing
California
$2.49K
GSWM
336
Golden State Wealth Management
California
$1.85K
PWA
337
Physician Wealth Advisors
Utah
$1.66K
GIM
338
Gold Investment Management
Alberta, Canada
$1.48K
BIA
339
Bell Investment Advisors
California
$1.39K
PTC
340
Private Trust Company
Ohio
$1.29K
PCM
341
Penserra Capital Management
California
$1K
SS
342
SBI Securities
Japan
$923
TPCW
343
TD Private Client Wealth
New York
$833
CYG
344
Clean Yield Group
Vermont
$831
CFD
345
Creative Financial Designs
Indiana
$831
KG
346
Kilter Group
New York
$739
SAG
347
SageView Advisory Group
California
$647
GFA
348
Godfrey Financial Associates
New York
$646
MCM
349
MV Capital Management
Maryland
$277
HSBC Holdings
350
HSBC Holdings
United Kingdom