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PDF Solutions

208 hedge funds and large institutions have $1.05B invested in PDF Solutions in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 70 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

21% more capital invested

Capital invested by funds: $874M → $1.05B (+$180M)

17% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 60

11% more funds holding

Funds holding: 187208 (+21)

3.25% more ownership

Funds ownership: 77.5%80.75% (+3.3%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

68% less call options, than puts

Call options by funds: $379K | Put options by funds: $1.2M

Holders
208
Holders Change
+21
Holders Change %
+11.23%
% of All Funds
2.56%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.07%
New
41
Increased
70
Reduced
60
Closed
16
Calls
$379K
Puts
$1.2M
Net Calls
-$818K
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$74.1K -$35.9K -1,099 -33%
GI
152
GAMMA Investing
California
$72.3K +$2.16K +66 +3%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$71.9K +$1.24K +38 +2%
S
154
SignatureFD
Georgia
$59.9K +$490 +15 +0.8%
PWPS
155
Pinnacle Wealth Planning Services
Ohio
$55.2K +$1.08K +33 +2%
SN
156
Sittner & Nelson
Oregon
$54.9K +$54.8K +1,677 New
VCM
157
Versant Capital Management
Arizona
$53.6K +$4.97K +152 +10%
HFS
158
Hantz Financial Services
Michigan
$50K +$13.5K +413 +37%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$45K +$457 +14 +1%
SAM
160
Smartleaf Asset Management
Massachusetts
$33.9K +$26.7K +818 +292%
LFG
161
Larson Financial Group
Missouri
$30.5K +$12.7K +390 +72%
NS
162
NBC Securities
Alabama
$30.2K
BNP Paribas Asset Management
163
BNP Paribas Asset Management
France
$27.4K +$6.93K +212 +34%
QCG
164
Quadrant Capital Group
Ohio
$26K
MPWT
165
MassMutual Private Wealth & Trust
Connecticut
$25.6K -$1.47K -45 -5%
BIA
166
Bell Investment Advisors
California
$22.9K
UB
167
UMB Bank
Missouri
$20.2K -$2.19K -67 -10%
HNB
168
Huntington National Bank
Ohio
$17.1K -$490 -15 -3%
ASN
169
Advisory Services Network
Georgia
$12.7K +$12.6K +387 New
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$10.4K +$8.27K +253 +389%
Bessemer Group
171
Bessemer Group
New Jersey
$9K
Jones Financial Companies
172
Jones Financial Companies
Missouri
$8.8K +$8.59K +263 New
SL
173
Salomon & Ludwin
Virginia
$7.98K
SCM
174
Sterling Capital Management
North Carolina
$6.77K -$163 -5 -2%
EWA
175
EverSource Wealth Advisors
Alabama
$6.51K