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N-able

214 hedge funds and large institutions have $875M invested in N-able in 2026 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 83 increasing their positions, 55 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

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
214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48K
Puts
$187K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
176
Private Wealth Management Group
New Jersey
$6.49K
EP
177
Essential Partners
California
$6.32K
FHC
178
First Horizon Corporation
Tennessee
$5.38K
IA
179
IFP Advisors
Florida
$5.35K
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$4.71K
BT
181
Banque Transatlantique
France
$4.58K
BIA
182
Bell Investment Advisors
California
$4.32K
RFP
183
Root Financial Partners
California
$4.22K
AAP
184
Arax Advisory Partners
Colorado
$3.35K
RIL
185
Rothschild Investment LLC
Illinois
$2.74K
Jones Financial Companies
186
Jones Financial Companies
Missouri
$2.27K
TWD
187
True Wealth Design
Ohio
$1.76K
Optiver Holding
188
Optiver Holding
Netherlands
$1.67K
MCM
189
MAI Capital Management
Ohio
$1.56K
PA
190
Parallel Advisors
California
$1.44K
SL
191
Salomon & Ludwin
Virginia
$1.41K
Osaic Holdings
192
Osaic Holdings
Arizona
$1.26K
WPA
193
Wealth Preservation Advisors
Tennessee
$1.26K
KG
194
Kilter Group
New York
$1.22K
Barrow, Hanley, Mewhinney & Strauss
195
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.03K
Los Angeles Capital Management
196
Los Angeles Capital Management
California
$808
AW
197
Ankerstar Wealth
Texas
$542
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$514
BFS
199
Bare Financial Services
Pennsylvania
$495
GWM
200
Gilpin Wealth Management
Colorado
$444