We are live on ! Find out more

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
IAIM
301
International Assets Investment Management
Florida
$4.23K +$4K +60 New
BHWM
302
Beaird Harris Wealth Management
Texas
$4.1K +$3.87K +58 New
NA
303
NewEdge Advisors
Louisiana
$4.02K -$5K -75 -57%
Jones Financial Companies
304
Jones Financial Companies
Missouri
$3.81K +$3.6K +54 New
CA
305
Continuum Advisory
Idaho
$3.46K
UB
306
UMB Bank
Missouri
$3.46K +$2.07K +31 +172%
CA
307
CoreCap Advisors
Michigan
$2.96K +$2.8K +42 New
A
308
AlphaQuest
New York
$2.89K +$67 +1 +3%
HNB
309
Huntington National Bank
Ohio
$2.82K +$133 +2 +5%
JPWM
310
Jamison Private Wealth Management
Georgia
$2.26K
PWMG
311
Private Wealth Management Group
New Jersey
$1.97K -$600 -9 -24%
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$1.9K
AF
313
Allworth Financial
California
$1.82K
MG
314
Mather Group
Illinois
$1.76K +$1.87K +28 New
EWA
315
EverSource Wealth Advisors
Alabama
$1.6K
RIL
316
Rothschild Investment LLC
Illinois
$1.41K +$1K +15 +300%
AFWM
317
Abich Financial Wealth Management
Virginia
$1.27K +$1.2K +18 New
JWA
318
JFS Wealth Advisors
Pennsylvania
$1.13K +$467 +7 +78%
ATPW
319
Ashton Thomas Private Wealth
Arizona
$1.06K +$1K +15 New
BIA
320
Bell Investment Advisors
California
$917
GEA
321
Glen Eagle Advisors
New Jersey
$776 +$734 +11 New
RAM
322
Riggs Asset Management
Pennsylvania
$564
DPW
323
DiNuzzo Private Wealth
Pennsylvania
$564 +$534 +8 New
SIC
324
SJS Investment Consulting
Ohio
$494 +$133 +2 +40%
ECM
325
Everence Capital Management
Indiana
$390