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Stride
LRN

Overview Fund Activity

530 hedge funds and large institutions have $6.84B invested in Stride in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 192 increasing their positions, 193 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+61
Holders Change %
+13.01%
% of All Funds
7.11%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
105
Increased
192
Reduced
193
Closed
36
Calls
$90.7M
Puts
$91.6M
Net Calls
-$846K
Net Calls Change
+$7.28M

Top Buyers

1
Squarepoint
Squarepoint
New York
$158M
2
UBS Group
UBS Group
Switzerland
$144M
3
KC
Kadensa Capital
Hong Kong
$32.9M
4
Millennium Management
Millennium Management
New York
$45.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
$35.4M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$160M
2
CAM
Congress Asset Management
Massachusetts
$85.2M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$97.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$412K
5
Victory Capital Management
Victory Capital Management
Texas
$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
501
Copia Wealth Management
Oregon
$3.78K – – –
HNB
502
Huntington National Bank
Ohio
$3.63K -$145 -1 -4%
MSFP
503
Mark Sheptoff Financial Planning
Connecticut
$3.63K +$3.63K +25 New
BIA
504
Bell Investment Advisors
California
$3.2K – – –
BI
505
Binnacle Investments
Iowa
$2.61K – – –
CIA
506
Cape Investment Advisory
Georgia
$2.47K -$4.94K -34 -67%
W
507
WealthCollab
Washington
$2.32K +$1.02K +7 +78%
AF
508
Advisornet Financial
Minnesota
$2.03K +$2.03K +14 New
AA
509
Ancora Advisors
Ohio
$2.03K +$2.03K +14 New
AGWCA
510
Annis Gardner Whiting Capital Advisors
Florida
$1.89K +$1.89K +13 New
TFA
511
Toth Financial Advisory
Virginia
$1.74K +$1.74K +12 New
CT
512
Clearstead Trust
Maine
$1.74K +$1.74K +12 New
GEA
513
Glen Eagle Advisors
New Jersey
$1.6K – – –
GWSG
514
GPS Wealth Strategies Group
Colorado
$1.45K +$1.45K +10 New
DPW
515
DiNuzzo Private Wealth
Pennsylvania
$1.31K – – –
RAM
516
Riggs Asset Management
Pennsylvania
$1.16K – – –
RWM
517
Rialto Wealth Management
New York
$1.02K +$436 +3 +75%
HCM
518
Hollencrest Capital Management
California
$871 +$871 +6 New
CIAM
519
Caitong International Asset Management
Hong Kong
$871 +$871 +6 New
SIC
520
SJS Investment Consulting
Ohio
$726 -$581 -4 -44%
GC
521
Garde Capital
Washington
$726 – – –
AAS
522
Ameritas Advisory Services
Nebraska
$726 +$726 +5 New
HIA
523
HFM Investment Advisors
New Jersey
$581 +$291 +2 +100%
RF
524
Rossby Financial
Florida
$581 +$581 +4 New
TIM
525
Tortoise Investment Management
New York
$581 +$581 +4 New
19 20
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