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Openlane

229 hedge funds and large institutions have $1.84B invested in Openlane in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-4
Holders Change %
-1.72%
% of All Funds
3.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
27
Increased
58
Reduced
98
Closed
31
Calls
$504K
Puts
$7K
Net Calls
+$497K
Net Calls Change
+$469K
Name Holding Trade Value Shares
Change
Shares
Change %
Simplex Trading
201
Simplex Trading
Illinois
$3K +$3K +182 New
NA
202
NewEdge Advisors
Louisiana
$2.6K
FFO
203
Fortitude Family Office
Arizona
$2.2K +$2.2K +127 New
IA
204
IFP Advisors
Florida
$1.73K
FFA
205
Farther Finance Advisors
California
$1.63K -$909 -53 -36%
JWA
206
JFS Wealth Advisors
Pennsylvania
$1.4K
S
207
SignatureFD
Georgia
$1.37K
FMII
208
Farmers & Merchants Investments Inc
Nebraska
$1.35K
WT
209
Washington Trust
Rhode Island
$1.3K
VNA
210
Valley National Advisers
Pennsylvania
$1K -$313 -25 -24%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$1K +$382 +13 +62%
PA
212
Parallel Advisors
California
$969
S
213
Sachetta
Massachusetts
$886
UB
214
UMB Bank
Missouri
$830 +$830 +48 New
M
215
MOTCO
Texas
$588
GRP
216
Global Retirement Partners
California
$484
IRC
217
Investors Research Corp
Georgia
$381
AWM
218
Avior Wealth Management
Nebraska
$380 +$380 +22 New
SIC
219
SJS Investment Consulting
Ohio
$364
PFBT
220
Parkside Financial Bank & Trust
Missouri
$364 +$69 +4 +24%
TSWM
221
Tyler-Stone Wealth Management
Ohio
$346
AWM
222
Abound Wealth Management
Tennessee
$312
DPW
223
DiNuzzo Private Wealth
Pennsylvania
$277 +$17 +1 +7%
ECM
224
Everence Capital Management
Indiana
$208
RIL
225
Rothschild Investment LLC
Illinois
$190 +$173 +10 +1,000%