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Global Partners

105 hedge funds and large institutions have $833M invested in Global Partners in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
-8
Holders Change %
-7.08%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
9
Increased
32
Reduced
26
Closed
15
Calls
$4.21M
Puts
$2.17M
Net Calls
+$2.03M
Net Calls Change
+$699K
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
51
Cerity Partners
New York
$587K +$1.64K +31 +0.3%
AWM
52
Apollon Wealth Management
South Carolina
$571K
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$561K -$91.2K -1,729 -14%
AAA
54
Adams Asset Advisors
Texas
$520K
WE
55
Wealth Effects
Massachusetts
$475K
FA
56
Fiducient Advisors
Illinois
$431K
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$408K +$408K +7,748 New
LPL Financial
58
LPL Financial
California
$403K +$38.7K +734 +11%
BP
59
BBR Partners
New York
$382K
VF
60
Virtu Financial
New York
$344K +$344K +6,533 New
Osaic Holdings
61
Osaic Holdings
Arizona
$337K -$2.98K -63 -0.9%
Brown Advisory
62
Brown Advisory
Maryland
$316K
GSC
63
G&S Capital
Colorado
$315K
TWM
64
Tradition Wealth Management
Minnesota
$290K -$79.1K -1,500 -21%
GBWM
65
Granite Bay Wealth Management
New Hampshire
$264K
SWA
66
Stratos Wealth Advisors
Ohio
$262K +$2.53K +48 +1%
ST
67
Spinnaker Trust
Maine
$240K +$5.27K +100 +2%
CWM
68
Connecticut Wealth Management
Connecticut
$228K
MOS
69
MGO One Seven
Ohio
$227K +$227K +4,303 New
GWM
70
Geneos Wealth Management
Colorado
$224K -$118K -2,245 -35%
SBCM
71
Silverberg Bernstein Capital Management
New York
$219K
NW
72
NewEdge Wealth
Pennsylvania
$216K -$867K -17,249 -80%
IA
73
Inspire Advisors
Idaho
$216K +$1.95K +37 +0.9%
SFI
74
Susquehanna Fundamental Investments
Pennsylvania
$212K -$69.1K -1,311 -25%
ADMI
75
Albert D. Mason Inc
Massachusetts
$209K -$5.12K -97 -2%