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Herbalife

211 hedge funds and large institutions have $915M invested in Herbalife in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+14
Holders Change %
+7.11%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
39
Increased
78
Reduced
64
Closed
23
Calls
$59.5M
Puts
$52.2M
Net Calls
+$7.29M
Net Calls Change
+$49.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
176
Coldstream Capital Management
Washington
$5.38K +$5.38K +623 New
ACM
177
Aster Capital Management
United Arab Emirates
$4.13K +$4.13K +497 New
SIC
178
Salem Investment Counselors
North Carolina
$3.45K
SIS
179
Sound Income Strategies
Florida
$3.45K +$3.45K +400 New
UB
180
UMB Bank
Missouri
$3.02K -$3.48K -403 -54%
GWM
181
Geneos Wealth Management
Colorado
$2.73K +$2.73K +316 New
GWP
182
Gen-Wealth Partners
Michigan
$2.3K
RIL
183
Rothschild Investment LLC
Illinois
$2.27K +$1.81K +210 +396%
AF
184
Allworth Financial
California
$1.98K +$1.98K +284 New
T
185
Transce3nd
Texas
$1.59K
FHA
186
First Horizon Advisors
Tennessee
$1.54K
EWA
187
EverSource Wealth Advisors
Alabama
$1.48K +$975 +113 +192%
PTC
188
Private Trust Company
Ohio
$1.39K +$1.39K +161 New
LC
189
Lindbrook Capital
California
$1.3K +$708 +82 +121%
BIA
190
Bell Investment Advisors
California
$1.15K
AAP
191
Arax Advisory Partners
Colorado
$1.08K +$1.08K +125 New
HNB
192
Huntington National Bank
Ohio
$1.07K +$1.06K +123 +12,300%
BIG
193
Brooklyn Investment Group
New York
$907 +$907 +105 New
FFA
194
Farther Finance Advisors
California
$881
PFBT
195
Parkside Financial Bank & Trust
Missouri
$691 +$691 +80 New
NA
196
NewEdge Advisors
Louisiana
$552 -$9.18K -1,064 -94%
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$544 -$484 -56 -47%
HFS
198
Hughes Financial Services
Virginia
$511 +$511 +58 New
SC
199
SouthState Corp
Florida
$484 +$484 +56 New
SC
200
Stephens Consulting
Michigan
$389 +$389 +45 New