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Maximus

369 hedge funds and large institutions have $3.55B invested in Maximus in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 147 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

20% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 147

29% less capital invested

Capital invested by funds: $4.99B → $3.55B (-$1.44B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
369
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.92M
Puts
$2.36M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWS
326
Intentional Wealth Strategies
Colorado
$3.01K
W
327
WealthCollab
Washington
$2.95K
KFAS
328
Keating Financial Advisory Services
Kansas
$2.95K
IAS
329
IMA Advisory Services
Colorado
$2.82K
BIA
330
Bell Investment Advisors
California
$2.63K
HHCP
331
Hilton Head Capital Partners
South Carolina
$2.31K
GFA
332
Godfrey Financial Associates
New York
$2.12K
TM
333
Torren Management
California
$1.89K
QL
334
Quarry LP
New York
$1.79K
NRG
335
Nemes Rush Group
Michigan
$1.73K
FFO
336
Fortitude Family Office
Arizona
$1.6K
BFS
337
Bare Financial Services
Pennsylvania
$1.54K
MA
338
MCF Advisors
Kentucky
$1.41K
DJSG
339
D.J. St. Germain
Massachusetts
$1.35K
CA
340
Clearstead Advisors
Ohio
$1.28K
RWM
341
Rialto Wealth Management
New York
$1.28K
CCWM
342
Cassaday & Co Wealth Management
Virginia
$1.22K
MCM
343
Manchester Capital Management
Vermont
$1.03K
SS
344
Sunbelt Securities
Texas
$1.03K
MIM
345
Marshall Investment Management
Colorado
$1.03K
BGAI
346
Bruce G. Allen Investments
Colorado
$962
TFA
347
Transamerica Financial Advisors
Florida
$961
KG
348
Kilter Group
New York
$898
PMAM
349
Picton Mahoney Asset Management
Ontario, Canada
$833
DPW
350
DiNuzzo Private Wealth
Pennsylvania
$770