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NCS Multistage Holdings

29 hedge funds and large institutions have $96M invested in NCS Multistage Holdings in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $54.6M → $96M (+$41.4M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

4% more funds holding

Funds holding: 2829 (+1)

1.26% more ownership

Funds ownership: 72.77%74.03% (+1.3%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Advent International
Massachusetts
$75.5M
TAM
2
Tocqueville Asset Management
New York
$6.21M -$417K -11,100 -8%
ACH
3
ArrowMark Colorado Holdings
Colorado
$2.66M -$72.6K -1,929 -4%
BCM
4
Bridgeway Capital Management
Texas
$1.47M -$110K -2,914 -9%
EI
5
EAM Investors
California
$1.32M +$608K +16,177 +168%
UBS Group
6
UBS Group
Switzerland
$1.21M +$882K +23,457 +9,535%
Vanguard Group
7
Vanguard Group
Pennsylvania
$978K +$55.7K +1,480 +8%
EF
8
Empowered Funds
Pennsylvania
$960K -$110K -2,914 -13%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$892K +$45.1K +1,200 +7%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$826K +$15.3K +406 +3%
Renaissance Technologies
11
Renaissance Technologies
New York
$630K -$75.2K -2,000 -14%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$498K +$14K +373 +4%
B
13
Bailard
California
$444K +$67.7K +1,800 +26%
NA
14
NewEdge Advisors
Louisiana
$362K -$40.9K -1,088 -13%
BlackRock
15
BlackRock
New York
$357K -$13K -345 -5%
IA
16
Inspire Advisors
Idaho
$338K -$299K -7,949 -55%
Citadel Advisors
17
Citadel Advisors
Florida
$299K +$220K +5,860 New
GCP
18
GSA Capital Partners
United Kingdom
$296K +$218K +5,803 New
Goldman Sachs
19
Goldman Sachs
New York
$250K +$184K +4,904 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$225K +$166K +4,406 New
HBCM
21
Heron Bay Capital Management
Michigan
$222K +$164K +4,353 New
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$54K
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$44.1K +$25.1K +668 +343%
Barclays
24
Barclays
United Kingdom
$4.19K
Osaic Holdings
25
Osaic Holdings
Arizona
$3.54K

NCSM Hedge Fund Activity: Q3 2025 in Review

29 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in NCS Multistage Holdings (NCSM) for Q3 2025, worth a combined $96M — up 76% from $54.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NCSM positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 10 trimmed.

The largest buyer was UBS Group, adding an estimated $882K. The largest seller was Tocqueville Asset Management, cutting an estimated $417K.

  • 29 institutional investors held NCS Multistage Holdings (NCSM) as of Q3 2025, up from 28 in Q2 2025.
  • Funds reported $96M of NCS Multistage Holdings stock for Q3 2025, up 76% quarter-over-quarter.
  • 5 funds opened new NCS Multistage Holdings positions in Q3 2025 and 4 closed out, a net change of +1 holder.
  • The largest NCS Multistage Holdings buyer in Q3 2025 was UBS Group, an estimated $882K added.
  • The largest NCS Multistage Holdings seller in Q3 2025 was Tocqueville Asset Management, an estimated $417K sold.

Based on aggregated 13F filings for Q3 2025.