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Information Services Group
III

Overview Fund Activity

110 hedge funds and large institutions have $147M invested in Information Services Group in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 13 closing their positions.

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
36
Reduced
38
Closed
13
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
+$198K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$24.1M
2
LNWWM
2
Laird Norton Wetherby Wealth Management
California
$1.53M
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$1.43M
4
EI
4
EAM Investors
California
$1.02M
5
RWM
5
Ritholtz Wealth Management
New York
$819K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$330K
2
PCMF
2
Private Capital Management (Florida)
Florida
$27.5M
3
BlackRock
3
BlackRock
New York
$13.7M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$2.15M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
Mackenzie Financial
51
Mackenzie Financial
Ontario, Canada
$212K 44,263 -53,861 -55%
Los Angeles Capital Management
52
Los Angeles Capital Management
California
$194K 40,380 +40,380 New
UBS Group
53
UBS Group
Switzerland
$186K 38,754 +22,755 +142%
UIM
54
Unified Investment Management
Georgia
$162K 33,674 -3,500 -9%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$157K 32,615 -41,114 -56%
NA
56
NewEdge Advisors
Louisiana
$152K 31,668 +10,458 +49%
Invesco
57
Invesco
Georgia
$151K 31,371 +10,825 +53%
QC
58
Quadrature Capital
United Kingdom
$134K 27,980 +27,980 New
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$132K 27,410 +27,410 New
AllianceBernstein
60
AllianceBernstein
Tennessee
$129K 26,910 +10,000 +59%
WN
61
Williams & Novak
California
$128K 26,600 -11,625 -30%
OQS
62
Occudo Quantitative Strategies
Florida
$123K 25,565 +25,565 New
EAM
63
Everstar Asset Management
North Carolina
$113K 23,465 +7,877 +51%
MIM
64
MetLife Investment Management
New Jersey
$104K 21,696 -30 -0.1%
Wells Fargo
65
Wells Fargo
California
$102K 21,311 -77 -0.4%
IIM
66
INTECH Investment Management
Florida
$96.4K 20,078 +3,767 +23%
Mirae Asset Global ETFs Holdings
67
Mirae Asset Global ETFs Holdings
Hong Kong
$93.5K 19,488 -2,091 -10%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$81K 16,729 +2,688 +19%
KCM
69
Kathmere Capital Management
Pennsylvania
$73.5K 15,322 +15,322 New
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.9K 14,976 -2,185 -13%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$60.4K 12,580 -5,060 -29%
CCM
72
Copeland Capital Management
Pennsylvania
$58.5K 12,182 +1,712 +16%
Citigroup
73
Citigroup
New York
$58.2K 12,126 -12,616 -51%
BWM
74
Baron Wealth Management
Michigan
$56.9K 11,845 +11,845 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$55K 11,463 -679 -6%
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