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Global Partners

98 hedge funds and large institutions have $683M invested in Global Partners in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

5% less funds holding

Funds holding: 10398 (-5)

11% less capital invested

Capital invested by funds: $769M → $683M (-$86.1M)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
98
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.12M
Puts
$1.58M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$466K
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$448K
AAA
53
Adams Asset Advisors
Texas
$413K
Osaic Holdings
54
Osaic Holdings
Arizona
$410K
WE
55
Wealth Effects
Massachusetts
$377K
Mariner
56
Mariner
Kansas
$351K
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$316K
BP
58
BBR Partners
New York
$303K
SOW
59
State of Wyoming
Wyoming
$302K
BIAS
60
Beacon Investment Advisory Services
New Jersey
$293K
Brown Advisory
61
Brown Advisory
Maryland
$251K
GSC
62
G&S Capital
Colorado
$250K
KAS
63
Kestra Advisory Services
Texas
$232K
CPA
64
Capital Performance Advisors
California
$219K
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$212K
SWA
66
Stratos Wealth Advisors
Ohio
$212K
GBWM
67
Granite Bay Wealth Management
New Hampshire
$209K
SPS
68
Susquehanna Portfolio Strategies
Pennsylvania
$205K
GWM
69
Geneos Wealth Management
Colorado
$178K
FHC
70
First Horizon Corporation
Tennessee
$105K
SAM
71
Smartleaf Asset Management
Massachusetts
$85.3K
US Bancorp
72
US Bancorp
Minnesota
$80.9K
MCM
73
Manchester Capital Management
Vermont
$45.9K
IAIM
74
International Assets Investment Management
Florida
$40.8K
SPIA
75
Steward Partners Investment Advisory
New York
$33.5K