206 hedge funds and large institutions have $1.29B invested in N-able in 2025 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 75 increasing their positions, 65 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+5
Holders Change %
+2.49%
% of All Funds
2.8%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
39
Increased
75
Reduced
65
Closed
33
Calls
$127K
Puts
$258K
Net Calls
-$131K
Net Calls Change
-$375K
Name Holding Trade Value Shares
Change
Shares
Change %
S
176
SignatureFD
Georgia
$3.11K +$3.11K +438 New
SWM
177
Spire Wealth Management
Virginia
$2.99K +$2.99K +422 New
PWMG
178
Private Wealth Management Group
New Jersey
$2.85K +$2.85K +402 New
PA
179
Parallel Advisors
California
$2.21K +$369 +52 +20%
UB
180
UMB Bank
Missouri
$2.21K +$702 +99 +47%
AF
181
Allworth Financial
California
$2.07K +$1.27K +189 +159%
CCM
182
Coldstream Capital Management
Washington
$1.55K +$1.55K +218 New
Osaic Holdings
183
Osaic Holdings
Arizona
$1.31K -$3.29K -465 -72%
EWA
184
EverSource Wealth Advisors
Alabama
$1.3K -$10.4K -1,464 -89%
Federated Hermes
185
Federated Hermes
Pennsylvania
$1.28K -$1.14K -161 -47%
IA
186
IFP Advisors
Florida
$1.27K +$1.26K +177 +8,850%
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$1.2K +$801 +113 +202%
C
188
Covestor
United Kingdom
$1K -$212 -29 -17%
BCV
189
Banque Cantonale Vaudoise
Switzerland
$1K +$1K +143 New
SW
190
SVB Wealth
Massachusetts
$759 +$759 +107 New
AAP
191
Arax Advisory Partners
Colorado
$639 +$639 +90 New
PFBT
192
Parkside Financial Bank & Trust
Missouri
$603 +$504 +71 +507%
SCM
193
Sterling Capital Management
North Carolina
$525
TWD
194
True Wealth Design
Ohio
$440 +$440 +62 New
RIL
195
Rothschild Investment LLC
Illinois
$425 +$425 +60 New
FFA
196
Farther Finance Advisors
California
$360 -$72 -10 -17%
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$298
MCM
198
MAI Capital Management
Ohio
$234 +$234 +33 New
CA
199
CoreCap Advisors
Michigan
$220 +$220 +31 New
QC
200
Quent Capital
New York
$142