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Information Services Group
III

Overview Fund Activity

111 hedge funds and large institutions have $148M invested in Information Services Group in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+8
Holders Change %
+7.77%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
36
Reduced
39
Closed
13
Calls
$75K
Puts
–
Net Calls
+$75K
Net Calls Change
+$258K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$24.1M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
$1.43M
3
EI
EAM Investors
California
$1.02M
4
RWM
Ritholtz Wealth Management
New York
$819K
5
MHP
Manatuck Hill Partners
Connecticut
$673K

Top Sellers

1
Millennium Management
Millennium Management
New York
$330K
2
PCMF
Private Capital Management (Florida)
Florida
$27.5M
3
BlackRock
BlackRock
New York
$13.7M
4
LSV Asset Management
LSV Asset Management
Illinois
$2.15M
5
Goldman Sachs
Goldman Sachs
New York
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMF
1
Private Capital Management (Florida)
Florida
$27.5M -$722K -150,415 -3%
Cerity Partners
2
Cerity Partners
New York
$24.1M +$3.32M +690,957 +16%
BlackRock
3
BlackRock
New York
$13.7M -$656K -136,746 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$10.7M +$209K +43,519 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.39M +$205K +42,738 +3%
Renaissance Technologies
6
Renaissance Technologies
New York
$6.8M -$42.7K -8,900 -0.6%
William Blair & Company
7
William Blair & Company
Illinois
$4.21M -$24K -4,994 -0.6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.1M -$45.3K -9,439 -1%
CAG
9
Crestwood Advisors Group
Massachusetts
$3.97M – – –
CIC
10
Crawford Investment Counsel
Georgia
$3.93M +$39.2K +8,170 +1%
State Street
11
State Street
Massachusetts
$3.37M +$156K +32,602 +5%
Morgan Stanley
12
Morgan Stanley
New York
$3.04M -$131K -27,296 -4%
BBHC
13
Brown Brothers Harriman & Co
New York
$2.48M – – –
JCP
14
JB Capital Partners
New York
$2.34M – – –
LSV Asset Management
15
LSV Asset Management
Illinois
$2.15M -$404K -84,200 -16%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$2.15M +$269K +56,131 +14%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.64M +$26.4K +5,491 +2%
LNWWM
18
Laird Norton Wetherby Wealth Management
California
$1.53M +$1.53M +318,404 New
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$1.43M +$1.43M +298,319 New
Northern Trust
20
Northern Trust
Illinois
$1.34M -$38.4K -8,002 -3%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$1.15M -$42.8K -8,914 -4%
Raymond James Financial
22
Raymond James Financial
Florida
$1.14M +$148K +30,781 +15%
Goldman Sachs
23
Goldman Sachs
New York
$1.04M -$372K -77,532 -26%
EI
24
EAM Investors
California
$1.02M +$1.02M +212,816 New
RWM
25
Ritholtz Wealth Management
New York
$819K +$819K +170,682 New
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