PRTH icon

Priority Technology Holdings

116 hedge funds and large institutions have $86M invested in Priority Technology Holdings in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 40 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

20% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 40

29% less capital invested

Capital invested by funds: $120M → $86M (-$34.5M)

85% less call options, than puts

Call options by funds: $78K | Put options by funds: $514K

Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$78K
Puts
$514K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
101
UBS AM
Illinois
$963
Osaic Holdings
102
Osaic Holdings
Arizona
$920
AAP
103
Arax Advisory Partners
Colorado
$831
SCM
104
Sterling Capital Management
North Carolina
$765
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$708
CPG
106
Cornerstone Planning Group
New Jersey
$670
RIL
107
Rothschild Investment LLC
Illinois
$316
RFP
108
Root Financial Partners
California
$278
BWL
109
Bogart Wealth LLC
Virginia
$236
TWD
110
True Wealth Design
Ohio
$100
FFA
111
Farther Finance Advisors
California
$52
SS
112
SBI Securities
Japan
$47
SAM
113
Smartleaf Asset Management
Massachusetts
$47
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$38
CIAM
115
Caitong International Asset Management
Hong Kong
$5
CAM
116
Cresset Asset Management
Illinois
Connor, Clark & Lunn Investment Management (CC&L)
117
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
ECM
118
ExodusPoint Capital Management
New York
LPL Financial
119
LPL Financial
California
CCM
120
Corsair Capital Management
New York
DC
121
Diametric Capital
Massachusetts
OSAM
122
O'Shaughnessy Asset Management
Connecticut
SBH
123
Segall Bryant & Hamill
Illinois
A
124
AlphaQuest
New York
RWM
125
Ritholtz Wealth Management
New York