532 hedge funds and large institutions have $6.85B invested in Stride in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 192 increasing their positions, 194 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

1% less call options, than puts

Call options by funds: $90.7M | Put options by funds: $91.6M

1% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 194

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
532
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$90.7M
Puts
$91.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
351
SG Americas Securities
New York
$398K
Mackenzie Financial
352
Mackenzie Financial
Ontario, Canada
$395K
AG
353
Ascent Group
Virginia
$394K
EL
354
EWA LLC
Pennsylvania
$385K
VA
355
Vident Advisory
Georgia
$380K
SWM
356
Spire Wealth Management
Virginia
$378K
HCMT
357
Highland Capital Management (Tennessee)
Tennessee
$366K
LWAM
358
Legacy Wealth Asset Management
Minnesota
$356K
PWG
359
Portside Wealth Group
Utah
$350K
RAM
360
Resona Asset Management
Japan
$344K
PTC
361
Petrus Trust Company
Texas
$343K
TF
362
Trek Financial
Arizona
$335K
Truist Financial
363
Truist Financial
North Carolina
$335K
MYIA
364
Mount Yale Investment Advisors
Colorado
$333K
PCM
365
Prelude Capital Management
New York
$326K
DWM
366
Dakota Wealth Management
Florida
$324K
Envestnet Portfolio Solutions
367
Envestnet Portfolio Solutions
Illinois
$322K
CAPTRUST Financial Advisors
368
CAPTRUST Financial Advisors
North Carolina
$318K
SFA
369
Sequoia Financial Advisors
Ohio
$313K
PA
370
Profund Advisors
Maryland
$310K
GEM
371
Global Endowment Management
North Carolina
$310K
SPWM
372
Straight Path Wealth Management
Michigan
$307K
BBPWM
373
Blue Bell Private Wealth Management
Pennsylvania
$299K
Vontobel Holding
374
Vontobel Holding
Switzerland
$297K
Pathstone Holdings
375
Pathstone Holdings
New Jersey
$296K