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Pricesmart

305 hedge funds and large institutions have $2.83B invested in Pricesmart in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 124 increasing their positions, 96 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

74% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 31

38% more call options, than puts

Call options by funds: $3.52M | Put options by funds: $2.55M

29% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 96

22% more capital invested

Capital invested by funds: $2.31B → $2.83B (+$517M)

7% more funds holding

Funds holding: 284305 (+21)

1.81% more ownership

Funds ownership: 85.6%87.41% (+1.8%)

Holders
305
Holders Change
+21
Holders Change %
+7.39%
% of All Funds
4.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
124
Reduced
96
Closed
31
Calls
$3.52M
Puts
$2.55M
Net Calls
+$969K
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
276
JFS Wealth Advisors
Pennsylvania
$3.05K +$504 +5 +21%
GRP
277
Global Retirement Partners
California
$2.73K +$2.62K +26 New
AF
278
Allworth Financial
California
$2.52K +$807 +8 +50%
SO
279
Sierra Ocean
California
$2.21K
FMII
280
Farmers & Merchants Investments Inc
Nebraska
$1.89K
WWM
281
Wolff Wiese Magana
California
$1.79K
EP
282
Essential Partners
California
$1.47K +$1.41K +14 New
FGA
283
Fortis Group Advisors
New Jersey
$1.26K
National Bank of Canada
284
National Bank of Canada
Quebec, Canada
$1.25K -$2.32K -23 -66%
BGAI
285
Bruce G. Allen Investments
Colorado
$1.05K +$101 +1 +11%
FFO
286
Fortitude Family Office
Arizona
$1.05K +$1.01K +10 New
WA
287
Whipplewood Advisors
Colorado
$1.05K +$1.01K +10 New
CAL
288
Capital Advisors Ltd
Ohio
$1K
PMAM
289
Picton Mahoney Asset Management
Ontario, Canada
$1K
TWD
290
True Wealth Design
Ohio
$946
AGWCA
291
Annis Gardner Whiting Capital Advisors
Florida
$946 +$908 +9 New
FFA
292
Farther Finance Advisors
California
$945 -$101 -1 -10%
DF
293
DecisionPoint Financial
Arizona
$847 +$807 +8 New
DPW
294
DiNuzzo Private Wealth
Pennsylvania
$736 +$101 +1 +17%
CT
295
Clearstead Trust
Maine
$631 +$605 +6 New
CIAM
296
Caitong International Asset Management
Hong Kong
$630 +$605 +6 New
SIC
297
SJS Investment Consulting
Ohio
$421 -$303 -3 -43%
PWM
298
Parkworth Wealth Management
California
$420 +$303 +3 +300%
HIA
299
HFM Investment Advisors
New Jersey
$315 +$202 +2 +200%
NC
300
NewSquare Capital
Pennsylvania
$315 +$303 +3 New

PSMT Hedge Fund Activity: Q2 2025 in Review

305 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Pricesmart (PSMT) for Q2 2025, worth a combined $2.83B — up 22% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PSMT positions and 31 closed out — a net gain of 23 holders — while 124 added to existing stakes and 96 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $45.1M. The largest seller was Nuveen, cutting an estimated $34.9M.

  • 305 institutional investors held Pricesmart (PSMT) as of Q2 2025, up from 284 in Q1 2025.
  • Funds reported $2.83B of Pricesmart stock for Q2 2025, up 22% quarter-over-quarter.
  • 54 funds opened new Pricesmart positions in Q2 2025 and 31 closed out, a net change of +23 holders.
  • The largest Pricesmart buyer in Q2 2025 was Victory Capital Management, an estimated $45.1M added.
  • The largest Pricesmart seller in Q2 2025 was Nuveen, an estimated $34.9M sold.

Based on aggregated 13F filings for Q2 2025.