We are live on ! Find out more
IDCC icon

InterDigital

570 hedge funds and large institutions have $7.88B invested in InterDigital in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 219 increasing their positions, 189 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

530% more call options, than puts

Call options by funds: $334M | Put options by funds: $53M

16% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 189

12% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 74

0% less funds holding

Funds holding: 572570 (-2)

0.88% less ownership

Funds ownership: 102.43%101.55% (-0.88%)

6% less capital invested

Capital invested by funds: $8.4B → $7.88B (-$518M)

60% less funds holding in top 10

Funds holding in top 10: 104 (-6)

Holders
570
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
7.02%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
83
Increased
219
Reduced
189
Closed
74
Calls
$334M
Puts
$53M
Net Calls
+$281M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
301
Peterson Wealth Services
Utah
$680K +$46.9K +138 +7%
Lazard Asset Management
302
Lazard Asset Management
New York
$680K +$765K +2,251 New
CBU
303
CIBC Bancorp USA
Illinois
$672K +$757K +2,227 New
SLAM
304
Swiss Life Asset Management
$670K +$95.5K +281 +14%
SA
305
Sanctuary Advisors
Indiana
$669K +$277K +815 +58%
GI
306
GAMMA Investing
California
$667K +$37K +109 +5%
MFG
307
Merit Financial Group
Georgia
$661K -$1.42M -4,168 -66%
Wealth Enhancement Advisory Services
308
Wealth Enhancement Advisory Services
Minnesota
$659K -$1.06M -3,115 -60%
AWA
309
Argos Wealth Advisors
California
$653K -$89K -262 -11%
EAM
310
Empirical Asset Management
Massachusetts
$647K -$375K -1,104 -34%
JWCA
311
J.W. Cole Advisors
Florida
$642K -$4.42K -13 -0.6%
CK
312
Cohen Klingenstein
New York
$641K
EGM
313
Engineers Gate Manager
New York
$627K -$233K -687 -25%
SWP
314
Stratos Wealth Partners
Ohio
$621K -$35K -103 -5%
FMI
315
F/M Investments
District of Columbia
$614K -$5.57M -16,398 -89%
FFA
316
Farther Finance Advisors
California
$610K +$97.5K +287 +17%
LIM
317
Leavell Investment Management
Alabama
$597K +$26.8K +79 +4%
JIR
318
James Investment Research
Ohio
$587K +$1.02K +3 +0.2%
SAM
319
Securian Asset Management
Minnesota
$572K +$644K +1,894 New
CMF
320
Counterpoint Mutual Funds
California
$572K +$114K +334 +21%
IP
321
Indivisible Partners
Florida
$564K +$10.2K +30 +2%
EL
322
Essex LLC
Illinois
$558K +$340 +1 +0.1%
TWP
323
Triad Wealth Partners
Kansas
$552K +$51.7K +152 +9%
BIG
324
Brookwood Investment Group
Arizona
$547K +$616K +1,812 New
VT
325
Vise Technologies
New York
$538K