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Genworth Financial

353 hedge funds and large institutions have $3.01B invested in Genworth Financial in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 114 increasing their positions, 122 reducing their positions, and 41 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 capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

7% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 122

4.1% less ownership

Funds ownership: 86.52%82.42% (-4.1%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
353
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.4M
Puts
$4.98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
201
Mercer Global Advisors
Colorado
$283K
PWM
202
Paulson Wealth Management
Illinois
$282K
ET
203
Entropy Technologies
New York
$258K
SCM
204
Sterling Capital Management
North Carolina
$254K
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$247K
NA
206
NewEdge Advisors
Louisiana
$232K
GC
207
Guggenheim Capital
Illinois
$231K
SWM
208
Steinberganna Wealth Management
New York
$223K
NA
209
Navellier & Associates
Nevada
$223K
Kovitz Investment Group Partners
210
Kovitz Investment Group Partners
Illinois
$218K
Brown Advisory
211
Brown Advisory
Maryland
$217K
AAP
212
Arax Advisory Partners
Colorado
$207K
FFM
213
Forum Financial Management
Illinois
$207K
SRC
214
Sage Rhino Capital
California
$204K
MML Investors Services
215
MML Investors Services
Massachusetts
$203K
NAS
216
Nicolet Advisory Services
Wisconsin
$199K
DWM
217
Drive Wealth Management
Utah
$193K
VAS
218
Vestmark Advisory Solutions
Massachusetts
$192K
MYIA
219
Mount Yale Investment Advisors
Colorado
$192K
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$180K
IAMOG
221
Investors Asset Management of Georgia
Georgia
$178K
OS
222
Objectivity Squared
South Carolina
$177K
SAM
223
Shell Asset Management
Netherlands
$177K
Creative Planning
224
Creative Planning
Kansas
$177K
NI
225
NDVR Inc
Massachusetts
$177K