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HAPN

Happen Inc

247 hedge funds and large institutions have $1.48B invested in Happen Inc in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 83 increasing their positions, 88 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $27.1M | Put options by funds: $20M

6.94% more ownership

Funds ownership: 82.54%89.49% (+6.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 88

6% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 50

3% less funds holding

Funds holding: 255247 (-8)

18% less capital invested

Capital invested by funds: $1.8B → $1.48B (-$326M)

Holders
247
Holders Change
-8
Holders Change %
-3.14%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
83
Reduced
88
Closed
50
Calls
$27.1M
Puts
$20M
Net Calls
+$7.1M
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$2.54K
ZBNA
227
Zions Bancorporation, National Association
Utah
$2.38K +$2.78K +166 New
VWA
228
Valued Wealth Advisors
Utah
$2.33K +$2.73K +163 New
PWMG
229
Private Wealth Management Group
New Jersey
$2.26K
PFBT
230
Parkside Financial Bank & Trust
Missouri
$2.15K
TWD
231
True Wealth Design
Ohio
$2K +$1K +60 +75%
HNB
232
Huntington National Bank
Ohio
$2K +$2.35K +140 New
Bessemer Group
233
Bessemer Group
New Jersey
$2K
CIAM
234
Caitong International Asset Management
Hong Kong
$1.86K -$7.03K -420 -76%
RFP
235
Root Financial Partners
California
$1.79K +$2.09K +125 New
MCM
236
MAI Capital Management
Ohio
$1.05K +$1.22K +73 New
AW
237
Avion Wealth
Texas
$1K
HFS
238
Hughes Financial Services
Virginia
$773
FCAS
239
First Command Advisory Services
Texas
$716 +$837 +50 New
KG
240
Kilter Group
New York
$573 -$100 -6 -13%
IA
241
IFP Advisors
Florida
$516
BFS
242
Bare Financial Services
Pennsylvania
$344 -$955 -57 -70%
TPWA
243
Twin Peaks Wealth Advisors
California
$315 +$368 +22 New
KFI
244
Key Financial Inc
Pennsylvania
$143
DF
245
Dunhill Financial
United Kingdom
$24 -$17 -1 -50%
FGP
246
Freestone Grove Partners
California
$14 +$17 +1 New
TI
247
Trexquant Investment
Connecticut
-$11.9M -630,392 Closed
ACL
248
Azora Capital LP
Florida
-$10.2M -536,577 Closed
Voloridge Investment Management
249
Voloridge Investment Management
Florida
-$7.12M -376,081 Closed
Principal Financial Group
250
Principal Financial Group
Iowa
-$6.32M -333,424 Closed

HAPN Hedge Fund Activity: Q1 2026 in Review

247 of the 8,150 institutional investors tracked by Wall St. Rank reported a position in Happen Inc (HAPN) for Q1 2026, worth a combined $1.48B — down 18% from $1.8B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of HAPN and 47 opened new positions — a net loss of 3 holders — while 88 trimmed existing stakes and 83 added.

The largest buyer was Wellington Management Group, adding an estimated $84.9M. The largest seller was Driehaus Capital Management, cutting an estimated $25.3M.

  • 247 institutional investors held Happen Inc (HAPN) as of Q1 2026, down from 255 in Q4 2025.
  • Funds reported $1.48B of Happen Inc stock for Q1 2026, down 18% quarter-over-quarter.
  • 47 funds opened new Happen Inc positions in Q1 2026 and 50 closed out, a net change of -3 holders.
  • The largest Happen Inc buyer in Q1 2026 was Wellington Management Group, an estimated $84.9M added.
  • The largest Happen Inc seller in Q1 2026 was Driehaus Capital Management, an estimated $25.3M sold.

Based on aggregated 13F filings for Q1 2026.