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Openlane

269 hedge funds and large institutions have $2.68B invested in Openlane in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 84 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+12
Holders Change %
+4.67%
% of All Funds
3.61%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
44
Increased
105
Reduced
84
Closed
29
Calls
$1.04M
Puts
$1.27M
Net Calls
-$227K
Net Calls Change
-$355K
Name Holding Trade Value Shares
Change
Shares
Change %
CT
251
Clearstead Trust
Maine
$1.52K +$1.52K +62 New
GWM
252
Geneos Wealth Management
Colorado
$1.17K
PFBT
253
Parkside Financial Bank & Trust
Missouri
$1.13K -$612 -25 -35%
C
254
Covestor
United Kingdom
$1K +$652 +15 +188%
Jones Financial Companies
255
Jones Financial Companies
Missouri
$861 +$861 +36 New
PWA
256
Physician Wealth Advisors
Utah
$758 +$758 +31 New
BFS
257
Bare Financial Services
Pennsylvania
$513 +$513 +21 New
DPW
258
DiNuzzo Private Wealth
Pennsylvania
$465
LFG
259
Larson Financial Group
Missouri
$318 +$196 +8 +160%
SC
260
SouthState Corp
Florida
$318 +$318 +13 New
CFD
261
Creative Financial Designs
Indiana
$245
SIC
262
SJS Investment Consulting
Ohio
$221 -$393 -16 -64%
AWM
263
Abound Wealth Management
Tennessee
$196
HIA
264
HFM Investment Advisors
New Jersey
$171 +$98 +4 +133%
PWM
265
Parkworth Wealth Management
California
$98
BHWM
266
Bay Harbor Wealth Management
Maryland
$73 -$73 -3 -50%
RWM
267
Rialto Wealth Management
New York
$49 +$49 +2 New
TWD
268
True Wealth Design
Ohio
$25
ZIG
269
Zuckerman Investment Group
Illinois
-$19.2M -993,918 Closed
BAM
270
Bastion Asset Management
Canada
-$4.66M -247,120 Closed
EI
271
EAM Investors
California
-$2.86M -148,151 Closed
JGC
272
J. Goldman & Co
New York
-$2.13M -110,418 Closed
DFCM
273
Dark Forest Capital Management
Puerto Rico
-$1.54M -79,642 Closed
GCP
274
GSA Capital Partners
United Kingdom
-$1.33M -69,044 Closed
CF
275
Corebridge Financial
Texas
-$1.07M -55,349 Closed