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Premier

274 hedge funds and large institutions have $1.66B invested in Premier in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 98 increasing their positions, 98 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+8
Holders Change %
+3.01%
% of All Funds
3.67%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
55
Increased
98
Reduced
98
Closed
43
Calls
$37K
Puts
$221K
Net Calls
-$184K
Net Calls Change
+$163K
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
251
JFS Wealth Advisors
Pennsylvania
$1.14K +$285 +13 +33%
WA
252
WPG Advisers
Maryland
$1.03K
PMAM
253
Picton Mahoney Asset Management
Ontario, Canada
$1K
CAL
254
Capital Advisors Ltd
Ohio
$1K +$667 +16 +200%
SWM
255
Spire Wealth Management
Virginia
$987 -$44 -2 -4%
CA
256
CoreCap Advisors
Michigan
$921
Jones Financial Companies
257
Jones Financial Companies
Missouri
$864 +$864 +40 New
MCM
258
MV Capital Management
Maryland
$812 +$395 +18 +95%
CSC
259
Caldwell Sutter Capital
California
$789
S
260
Sachetta
Massachusetts
$724
KG
261
Kilter Group
New York
$615 +$615 +28 New
DPW
262
DiNuzzo Private Wealth
Pennsylvania
$571 +$66 +3 +13%
SS
263
SBI Securities
Japan
$504 +$44 +2 +10%
BIA
264
Bell Investment Advisors
California
$483 -$1.01K -46 -68%
TFM
265
TFC Financial Management
Massachusetts
$483 +$483 +22 New
SIC
266
SJS Investment Consulting
Ohio
$373 +$110 +5 +42%
AGWCA
267
Annis Gardner Whiting Capital Advisors
Florida
$286 +$286 +13 New
BHWM
268
Bay Harbor Wealth Management
Maryland
$241 +$110 +5 +83%
HIA
269
HFM Investment Advisors
New Jersey
$219
PWAM
270
Private Wealth Asset Management
Iowa
$197
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$110
WCM
272
WealthTrak Capital Management
Virginia
$110 +$110 +5 New
PWM
273
Parkworth Wealth Management
California
$88
RWM
274
Rialto Wealth Management
New York
$88 +$88 +4 New
TWD
275
True Wealth Design
Ohio
$44