376 hedge funds and large institutions have $4B invested in Maximus in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 144 increasing their positions, 126 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+20
Holders Change %
+5.62%
% of All Funds
5.04%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
58
Increased
144
Reduced
126
Closed
36
Calls
$540K
Puts
$35K
Net Calls
+$505K
Net Calls Change
+$457K
Name Holding Trade Value Shares
Change
Shares
Change %
PS
301
Principal Securities
Iowa
$28.3K +$24.6K +351 +675%
JSAM
302
J. Safra Asset Management
New York
$25.6K -$10.3K -147 -29%
AF
303
Allworth Financial
California
$23.2K +$4.21K +60 +22%
AAP
304
Arax Advisory Partners
Colorado
$20.3K
CI Investments Inc
305
CI Investments Inc
Ontario, Canada
$20K -$288 -4 -1%
GRP
306
Global Retirement Partners
California
$18.7K +$18.7K +267 New
CA
307
Clearstead Advisors
Ohio
$18.4K +$18.3K +260 +13,000%
WIM
308
Westside Investment Management
California
$18.3K
S
309
SignatureFD
Georgia
$18K +$7.37K +105 +69%
RA
310
Rise Advisors
New York
$17.9K +$70 +1 +0.4%
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.8K
SPIA
312
Steward Partners Investment Advisory
New York
$16K -$1.9K -27 -11%
VCM
313
Versant Capital Management
Arizona
$14.3K +$2.74K +39 +24%
HFS
314
Hopwood Financial Services
Virginia
$14K
Jones Financial Companies
315
Jones Financial Companies
Missouri
$12.1K +$630 +9 +5%
RC
316
Rexford Capital
Texas
$12.1K +$12.1K +172 New
TWD
317
True Wealth Design
Ohio
$11.4K +$10.1K +144 +758%
RFS
318
Richardson Financial Services
Massachusetts
$11.2K +$5.81K +81 +108%
Bessemer Group
319
Bessemer Group
New Jersey
$11K -$883 -13 -7%
GWM
320
Geneos Wealth Management
Colorado
$10.5K -$11K -157 -51%
SCM
321
Sterling Capital Management
North Carolina
$9.55K +$5.41K +77 +131%
MCM
322
MAI Capital Management
Ohio
$8.99K +$842 +12 +10%
RIL
323
Rothschild Investment LLC
Illinois
$8.99K +$4.21K +60 +88%
AAS
324
Ameritas Advisory Services
Nebraska
$8.92K +$8.92K +127 New
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$8.92K