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N-able

215 hedge funds and large institutions have $875M invested in N-able in 2026 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 83 increasing their positions, 55 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 55

21% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 43

2% more funds holding

Funds holding: 210215 (+5)

0.47% more ownership

Funds ownership: 99%99.47% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

37% less capital invested

Capital invested by funds: $1.38B → $875M (-$504M)

74% less call options, than puts

Call options by funds: $48K | Put options by funds: $187K

Holders
215
Holders Change
+5
Holders Change %
+2.38%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
52
Increased
83
Reduced
55
Closed
43
Calls
$48K
Puts
$187K
Net Calls
-$139K
Net Calls Change
-$145K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
176
Private Wealth Management Group
New Jersey
$6.49K +$7.31K +1,309 +1,636%
EP
177
Essential Partners
California
$6.32K -$3.03K -543 -29%
FHC
178
First Horizon Corporation
Tennessee
$5.38K -$1.32K -236 -17%
IA
179
IFP Advisors
Florida
$5.35K +$4.49K +804 +235%
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$4.71K +$704 +126 +14%
BT
181
Banque Transatlantique
France
$4.58K +$5.47K +980 New
BIA
182
Bell Investment Advisors
California
$4.32K +$5.16K +924 New
RFP
183
Root Financial Partners
California
$4.22K +$5.05K +904 New
AAP
184
Arax Advisory Partners
Colorado
$3.35K +$2.12K +380 +113%
RIL
185
Rothschild Investment LLC
Illinois
$2.74K +$1.7K +304 +108%
Jones Financial Companies
186
Jones Financial Companies
Missouri
$2.27K +$2.61K +467 +1,730%
TWD
187
True Wealth Design
Ohio
$1.76K -$229 -41 -10%
Optiver Holding
188
Optiver Holding
Netherlands
$1.67K +$1.65K +296 +477%
MCM
189
MAI Capital Management
Ohio
$1.56K +$553 +99 +42%
PA
190
Parallel Advisors
California
$1.44K -$17.4K -3,119 -91%
SL
191
Salomon & Ludwin
Virginia
$1.41K +$1.32K +237 +447%
Osaic Holdings
192
Osaic Holdings
Arizona
$1.26K -$916 -164 -38%
WPA
193
Wealth Preservation Advisors
Tennessee
$1.26K +$1.5K +269 New
KG
194
Kilter Group
New York
$1.22K +$1.46K +261 New
BWA
195
Basecamp Wealth Advisors
Washington
$1.11K +$1.32K +237 New
Barrow, Hanley, Mewhinney & Strauss
196
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.03K +$1.23K +220 New
Los Angeles Capital Management
197
Los Angeles Capital Management
California
$808 -$85.8K -15,360 -99%
AW
198
Ankerstar Wealth
Texas
$542 +$514 +92 +383%
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$514 +$615 +110 New
BFS
200
Bare Financial Services
Pennsylvania
$495 +$592 +106 New