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Priority Technology Holdings

110 hedge funds and large institutions have $125M invested in Priority Technology Holdings in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 48 increasing their positions, 12 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

79% more call options, than puts

Call options by funds: $125K | Put options by funds: $70K

20% more funds holding

Funds holding: 92110 (+18)

9.06% more ownership

Funds ownership: 14.05%23.11% (+9.1%)

2% less capital invested

Capital invested by funds: $127M → $125M (-$2.25M)

Holders
110
Holders Change
+18
Holders Change %
+19.57%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
48
Reduced
12
Closed
20
Calls
$125K
Puts
$70K
Net Calls
+$55K
Net Calls Change
+$51K
Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
101
Caitong International Asset Management
Hong Kong
$2.42K +$3.36K +355 New
EWA
102
EverSource Wealth Advisors
Alabama
$1.49K +$2.07K +219 New
GI
103
GAMMA Investing
California
$1.4K +$1.94K +205 New
Group One Trading
104
Group One Trading
Illinois
$1.12K +$1.56K +165 New
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$1K -$2.39K -253 -67%
CPG
106
Cornerstone Planning Group
New Jersey
$915
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$722 +$501 +53 +100%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$634 +$880 +93 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$170 +$236 +25 New
SCM
110
Sterling Capital Management
North Carolina
$129
SPC
111
Stone Point Capital
Connecticut
-$41M -3,485,165 Closed
Invesco
112
Invesco
Georgia
-$4.88M -415,560 Closed
JFG
113
Jefferies Financial Group
New York
-$684K -58,200 Closed
XT
114
XTX Topco
Cayman Islands
-$270K -23,021 Closed
BBA
115
Baader Bank Aktiengesellschaft
Germany
-$237K -20,200 Closed
QC
116
Quadrature Capital
United Kingdom
-$237K -20,154 Closed
KFS
117
Kaizen Financial Strategies
California
-$235K -20,000 Closed
IFG
118
Independent Financial Group
California
-$217K -18,434 Closed
OQS
119
Occudo Quantitative Strategies
Florida
-$183K -15,597 Closed
VF
120
Virtu Financial
New York
-$136K -11,600 Closed
SG Americas Securities
121
SG Americas Securities
New York
-$100K -8,526 Closed
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
-$55.5K -4,725 Closed
Creative Planning
123
Creative Planning
Kansas
-$28.2K -2,402 Closed
RS
124
R Squared
Hong Kong
-$7.75K -660 Closed
PWMG
125
Prestige Wealth Management Group
New Jersey
-$7.05K -600 Closed

PRTH Hedge Fund Activity: Q1 2025 in Review

110 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Priority Technology Holdings (PRTH) for Q1 2025, worth a combined $125M — down 1.8% from $127M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PRTH positions and 20 closed out — a net gain of 18 holders — while 48 added to existing stakes and 12 trimmed.

The largest buyer was Divisadero Street Capital Management, adding an estimated $40.8M. The largest seller was Stone Point Capital, exiting entirely with an estimated $41M sold.

  • 110 institutional investors held Priority Technology Holdings (PRTH) as of Q1 2025, up from 92 in Q4 2024.
  • Funds reported $125M of Priority Technology Holdings stock for Q1 2025, down 1.8% quarter-over-quarter.
  • 38 funds opened new Priority Technology Holdings positions in Q1 2025 and 20 closed out, a net change of +18 holders.
  • The largest Priority Technology Holdings buyer in Q1 2025 was Divisadero Street Capital Management, an estimated $40.8M added.
  • The largest Priority Technology Holdings seller in Q1 2025 was Stone Point Capital, an estimated $41M sold.

Based on aggregated 13F filings for Q1 2025.