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Procore

397 hedge funds and large institutions have $9.61B invested in Procore in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 142 increasing their positions, 136 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+3
Holders Change %
+0.76%
% of All Funds
5.33%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
61
Increased
142
Reduced
136
Closed
52
Calls
$80.8M
Puts
$6.05M
Net Calls
+$74.7M
Net Calls Change
+$9.52M
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
351
Arax Advisory Partners
Colorado
$7.6K +$3.83K +56 +102%
LFA
352
LGT Financial Advisors
Texas
$7.46K +$7.46K +109 New
SWP
353
Strategic Wealth Partners
Ohio
$7.39K +$7.39K +108 New
PWAM
354
Private Wealth Asset Management
Iowa
$6.84K
FDCDDQ
355
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.84K
TWD
356
True Wealth Design
Ohio
$5.34K +$2.53K +37 +90%
PWMG
357
Private Wealth Management Group
New Jersey
$4.72K +$1.71K +25 +57%
GRP
358
Global Retirement Partners
California
$4.72K +$4.72K +69 New
LFG
359
Larson Financial Group
Missouri
$4.52K -$3.28K -48 -42%
NS
360
NBC Securities
Alabama
$4K
BAM
361
Bellevue Asset Management
Washington
$3.97K
CIA
362
Cape Investment Advisory
Georgia
$3.35K +$3.35K +49 New
WTC
363
WhitTier Trust Company
Nevada
$3.15K
CT
364
Clearstead Trust
Maine
$2.94K +$2.94K +43 New
WB
365
Webster Bank
Connecticut
$2.94K +$2.94K +43 New
WIM
366
Westside Investment Management
California
$2.65K
LWMI
367
Legacy Wealth Management (Idaho)
Idaho
$2.33K
LIS
368
Legacy Investment Solutions
Idaho
$2.33K +$2.33K +34 New
PTC
369
Private Trust Company
Ohio
$2.22K -$2.16K -32 -49%
SPIA
370
Steward Partners Investment Advisory
New York
$2.05K +$2.05K +30 New
TPCW
371
TD Private Client Wealth
New York
$1.98K +$1.98K +29 New
PPC
372
Park Place Capital
Alabama
$1.95K
SS
373
Sunbelt Securities
Texas
$1.95K
CFB
374
Cullen/Frost Bankers
Texas
$1.71K +$1.71K +25 New
BIA
375
Bell Investment Advisors
California
$1.57K -$1.03K -15 -39%