We are live on ! Find out more

472 hedge funds and large institutions have $6.07B invested in Stride in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 169 increasing their positions, 155 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 45

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

15% more funds holding

Funds holding: 410472 (+62)

13% more capital invested

Capital invested by funds: $5.35B → $6.07B (+$720M)

9% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 155

1.15% less ownership

Funds ownership: 111.4%110.25% (-1.1%)

11% less call options, than puts

Call options by funds: $67M | Put options by funds: $75.1M

Holders
472
Holders Change
+62
Holders Change %
+15.12%
% of All Funds
6.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
110
Increased
169
Reduced
155
Closed
45
Calls
$67M
Puts
$75.1M
Net Calls
-$8.12M
Net Calls Change
+$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
251
Jennison Associates
New York
$789K +$788K +6,238 New
MOACM
252
Mutual of America Capital Management
New York
$788K -$33.2K -263 -4%
KPWS
253
Kestra Private Wealth Services
Texas
$771K +$770K +6,093 New
SAM
254
Shell Asset Management
Netherlands
$767K -$46.3K -366 -6%
BTI
255
Blue Trust Inc
Georgia
$751K -$13.5K -107 -2%
MC
256
Martin Currie
United Kingdom
$724K -$55.1K -436 -7%
TSW
257
Thompson Siegel & Walmsley
Virginia
$705K -$306K -2,425 -30%
GCM
258
Genus Capital Management
British Columbia, Canada
$699K +$699K +5,528 New
GWM
259
Gibbs Wealth Management
Georgia
$694K +$101K +798 +17%
TC
260
Truvestments Capital
Florida
$693K +$693K +5,481 New
TRIA
261
Trail Ridge Investment Advisors
Colorado
$668K +$27.8K +220 +4%
OC
262
Oppenheimer & Co
New York
$660K +$659K +5,216 New
NG
263
Norden Group
Utah
$652K +$652K +5,155 New
NA
264
NewEdge Advisors
Louisiana
$648K +$290K +2,291 +81%
PWM
265
Pinnacle Wealth Management
California
$644K +$643K +5,088 New
BC
266
Bayforest Capital
United Kingdom
$644K +$643K +5,087 New
Public Employees Retirement Association of Colorado
267
Public Employees Retirement Association of Colorado
Colorado
$639K
BHCM
268
Brevan Howard Capital Management
Jersey
$633K -$1.5M -11,903 -70%
PWG
269
Portside Wealth Group
Utah
$630K +$217K +1,713 +52%
AI
270
Atria Investments
North Carolina
$587K +$117K +924 +25%
MYIA
271
Mount Yale Investment Advisors
Colorado
$582K +$582K +4,604 New
FC
272
FORA Capital
Florida
$572K +$572K +4,523 New
MWPCG
273
Measured Wealth Private Client Group
New Hampshire
$559K -$9.98K -79 -2%
DWAM
274
Duncan Williams Asset Management
Tennessee
$558K +$558K +4,413 New
Koshinski Asset Management
275
Koshinski Asset Management
Illinois
$556K +$185K +1,460 +50%