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Information Services Group
III

142 hedge funds and large institutions have $190M invested in Information Services Group in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $165K | Put options by funds: $73K

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

24% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 41

8% more funds holding

Funds holding: 131 → 142 (+11)

2.19% more ownership

Funds ownership: 66.44% → 68.63% (+2.2%)

3% more capital invested

Capital invested by funds: $184M → $190M (+$5.98M)

Holders
142
Holders Change
+11
Holders Change %
+8.4%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
51
Reduced
41
Closed
12
Calls
$165K
Puts
$73K
Net Calls
+$92K
Net Calls Change
+$67K

Top Buyers

1
EIM
Essex Investment Management
Massachusetts
+$2.11M
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$1.83M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
+$1.47M
4
RWM
Ritholtz Wealth Management
New York
+$1.23M
5
SEI Investments
SEI Investments
Pennsylvania
+$1.2M

Top Sellers

1
PCMF
Private Capital Management (Florida)
Florida
-$4.79M
2
Cerity Partners
Cerity Partners
New York
-$2.77M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$968K
4
N
Nuveen
North Carolina
-$447K
5
William Blair & Company
William Blair & Company
Illinois
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCMF
1
Private Capital Management (Florida)
Florida
$27.6M -$4.79M -852,761 -15%
Cerity Partners
2
Cerity Partners
New York
$26.2M -$2.77M -492,957 -10%
BlackRock
3
BlackRock
New York
$16.8M +$245K +43,724 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.9M -$22.6K -4,030 -0.2%
Renaissance Technologies
5
Renaissance Technologies
New York
$8.96M +$16.8K +2,985 +0.2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$8.86M +$54.3K +9,678 +0.6%
CIC
7
Crawford Investment Counsel
Georgia
$5.23M +$216K +38,516 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.81M -$45.5K -8,106 -1%
CAG
9
Crestwood Advisors Group
Massachusetts
$4.73M -$41K -7,300 -0.9%
HIM
10
Hillsdale Investment Management
Ontario, Canada
$4.66M +$1.83M +326,385 +68%
William Blair & Company
11
William Blair & Company
Illinois
$4.51M -$350K -62,422 -7%
OSAM
12
O'Shaughnessy Asset Management
Connecticut
$4.46M +$1.47M +262,509 +52%
State Street
13
State Street
Massachusetts
$4.27M +$117K +20,843 +3%
Morgan Stanley
14
Morgan Stanley
New York
$3.6M +$91.8K +16,358 +3%
RWM
15
Ritholtz Wealth Management
New York
$3.12M +$1.23M +219,723 +69%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.86M +$886K +157,830 +47%
JCP
17
JB Capital Partners
New York
$2.82M – – –
LSV Asset Management
18
LSV Asset Management
Illinois
$2.73M +$266K +47,400 +11%
EIM
19
Essex Investment Management
Massachusetts
$2.18M +$2.11M +376,654 New
BBHC
20
Brown Brothers Harriman & Co
New York
$2.12M – – –
Goldman Sachs
21
Goldman Sachs
New York
$1.9M +$102K +18,224 +6%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$1.79M -$225K -40,112 -11%
PCM
23
Potomac Capital Management
New York
$1.69M +$1.64M +291,800 New
Northern Trust
24
Northern Trust
Illinois
$1.53M -$78.9K -14,059 -5%
EI
25
EAM Investors
California
$1.46M – – –
1
2 3 4 5

III Hedge Fund Activity: Q4 2025 in Review

142 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Information Services Group (III) for Q4 2025, worth a combined $190M — up 3.2% from $184M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new III positions and 12 closed out — a net gain of 13 holders — while 51 added to existing stakes and 41 trimmed.

The largest buyer was Essex Investment Management, opening a new position worth an estimated $2.11M. The largest seller was Private Capital Management (Florida), cutting an estimated $4.79M.

  • 142 institutional investors held Information Services Group (III) as of Q4 2025, up from 131 in Q3 2025.
  • Funds reported $190M of Information Services Group stock for Q4 2025, up 3.2% quarter-over-quarter.
  • 25 funds opened new Information Services Group positions in Q4 2025 and 12 closed out, a net change of +13 holders.
  • The largest Information Services Group buyer in Q4 2025 was Essex Investment Management, an estimated $2.11M added.
  • The largest Information Services Group seller in Q4 2025 was Private Capital Management (Florida), an estimated $4.79M sold.

Based on aggregated 13F filings for Q4 2025.