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Pure Cycle

108 hedge funds and large institutions have $137M invested in Pure Cycle in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $140M → $137M (-$2.66M)

9% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 34

Holders
108
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$164K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$20K
Legal & General Group
77
Legal & General Group
United Kingdom
$20K
AIP
78
Ameritas Investment Partners
Nebraska
$16.5K
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$14.1K
SCM
80
Sterling Capital Management
North Carolina
$13.2K
SOADOR
81
State of Alaska Department of Revenue
Alaska
$13K
TRCT
82
Tower Research Capital (TRC)
New York
$12.2K
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$11.1K
UB
84
UMB Bank
Missouri
$11K
II
85
Inspire Investing
Idaho
$8K
PWPS
86
Pinnacle Wealth Planning Services
Ohio
$7.29K
AB
87
Amalgamated Bank
New York
$7K
GI
88
GAMMA Investing
California
$6.34K
Citigroup
89
Citigroup
New York
$5.19K
SAM
90
Smartleaf Asset Management
Massachusetts
$5.15K
Optiver Holding
91
Optiver Holding
Netherlands
$3.21K
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$3.18K
HCA
93
Harbor Capital Advisors
Illinois
$3K
C
94
Covestor
United Kingdom
$2K
BBHC
95
Brown Brothers Harriman & Co
New York
$1.62K
PFBT
96
Parkside Financial Bank & Trust
Missouri
$1.04K
CPG
97
Cornerstone Planning Group
New Jersey
$941
UBS AM
98
UBS AM
Illinois
$901
SPIA
99
Steward Partners Investment Advisory
New York
$802
ZBNA
100
Zions Bancorporation, National Association
Utah
$571