We are live on ! Find out more
HWC icon

Hancock Whitney

350 hedge funds and large institutions have $3.95B invested in Hancock Whitney in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 128 increasing their positions, 110 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $173K | Put options by funds: $73K

23% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 43

16% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 110

2% more funds holding

Funds holding: 344350 (+6)

1.15% more ownership

Funds ownership: 86.41%87.56% (+1.2%)

3% less capital invested

Capital invested by funds: $4.07B → $3.95B (-$116M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
350
Holders Change
+6
Holders Change %
+1.74%
% of All Funds
4.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
53
Increased
128
Reduced
110
Closed
43
Calls
$173K
Puts
$73K
Net Calls
+$100K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
326
Montag & Associates
Georgia
$1.59K
WA
327
WPG Advisers
Maryland
$1.57K -$450 -8 -21%
SC
328
Stephens Consulting
Michigan
$1.57K +$1.69K +30 New
Jones Financial Companies
329
Jones Financial Companies
Missouri
$1.5K +$1.63K +29 New
AssetMark Inc
330
AssetMark Inc
California
$1.47K
SIC
331
SJS Investment Consulting
Ohio
$1.1K +$169 +3 +17%
IA
332
IFP Advisors
Florida
$1.05K
GFPC
333
Global Financial Private Client
Florida
$1.05K +$787 +14 +233%
AW
334
Avion Wealth
Texas
$1K
HFS
335
Hantz Financial Services
Michigan
$1K +$731 +13 New
BGAI
336
Bruce G. Allen Investments
Colorado
$944
DPW
337
DiNuzzo Private Wealth
Pennsylvania
$892 -$56 -1 -6%
CFO
338
CVA Family Office
Colorado
$839
BIA
339
Bell Investment Advisors
California
$630 -$56 -1 -8%
HFS
340
Hughes Financial Services
Virginia
$519 +$562 +10 New
PTC
341
Private Trust Company
Ohio
$420
CA
342
Clearstead Advisors
Ohio
$368 +$394 +7 New
GC
343
Garde Capital
Washington
$263 +$281 +5 New
FMP
344
Financial Management Professionals
Texas
$262
BHWM
345
Bay Harbor Wealth Management
Maryland
$209 +$225 +4 New
HIA
346
HFM Investment Advisors
New Jersey
$158 +$169 +3 New
PWM
347
Parkworth Wealth Management
California
$157
MCM
348
MAI Capital Management
Ohio
$53
TFM
349
TFC Financial Management
Massachusetts
$53
GP
350
Greenline Partners
New York
$52 +$56 +1 New