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329 hedge funds and large institutions have $3.19B invested in Stride in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 110 increasing their positions, 129 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 28

13% more capital invested

Capital invested by funds: $2.81B → $3.19B (+$376M)

6% more funds holding

Funds holding: 309329 (+20)

1.66% more ownership

Funds ownership: 102.87%104.53% (+1.7%)

15% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 129

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

80% less call options, than puts

Call options by funds: $24.5M | Put options by funds: $122M

Holders
329
Holders Change
+20
Holders Change %
+6.47%
% of All Funds
4.75%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
52
Increased
110
Reduced
129
Closed
28
Calls
$24.5M
Puts
$122M
Net Calls
-$97.9M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
276
Farther Finance Advisors
California
$18.3K +$12.7K +190 +253%
S
277
SignatureFD
Georgia
$17.8K -$2K -30 -11%
LFA
278
LGT Financial Advisors
Texas
$16.6K
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$14.1K -$10.4K -156 -43%
NMM
280
Naples Money Management
Florida
$13.8K
National Bank of Canada
281
National Bank of Canada
Quebec, Canada
$13.4K
FHA
282
First Horizon Advisors
Tennessee
$11.8K +$1.27K +19 +13%
Carson Wealth (CWM LLC)
283
Carson Wealth (CWM LLC)
Nebraska
$10K +$1.53K +23 +21%
DF
284
Dunhill Financial
United Kingdom
$9.8K +$9.27K +139 New
PS
285
Principal Securities
Iowa
$8.67K +$8.2K +123 New
PTC
286
Private Trust Company
Ohio
$8.39K -$734 -11 -8%
FFA
287
Frazier Financial Advisors
Ohio
$8.25K +$7.8K +117 New
PFBT
288
Parkside Financial Bank & Trust
Missouri
$7.97K -$667 -10 -8%
SAM
289
Smartleaf Asset Management
Massachusetts
$7.54K +$7.27K +109 New
EBA
290
Eagle Bay Advisors
New York
$7.05K
Bessemer Group
291
Bessemer Group
New Jersey
$7K
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$6.42K +$1.73K +26 +40%
CFB
293
Cullen/Frost Bankers
Texas
$6.06K +$5.74K +86 New
AWM
294
Avior Wealth Management
Nebraska
$5.85K -$1.2K -18 -18%
AT
295
Avalon Trust
New Mexico
$5.78K
GRP
296
Global Retirement Partners
California
$5.43K +$1.8K +27 +54%
FFO
297
Fortitude Family Office
Arizona
$5.15K -$267 -4 -5%
AWM
298
AllSquare Wealth Management
New York
$4.93K
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$4.87K +$1.73K +26 +60%
CA
300
Clearstead Advisors
Ohio
$4.23K