124 hedge funds and large institutions have $539M invested in P10 in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-2
Holders Change %
-1.59%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
58
Reduced
32
Closed
20
Calls
$588K
Puts
$201K
Net Calls
+$387K
Net Calls Change
-$693K
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
26
Basswood Capital Management
New York
$3.22M +$3.22M +314,670 New
SWM
27
Seed Wealth Management
Illinois
$2.58M +$2.58M +252,893 New
SSCM
28
Sovereign's Capital Management
Georgia
$2.56M +$259K +25,344 +11%
GWM
29
Guardian Wealth Management
Illinois
$2.46M +$987K +96,593 +67%
UBS Group
30
UBS Group
Switzerland
$2.41M +$815K +79,776 +51%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$2.29M +$227K +22,237 +11%
WPC
32
Waters Parkerson & Co
Louisiana
$2.04M
Millennium Management
33
Millennium Management
New York
$1.94M -$2.56M -250,074 -57%
Charles Schwab
34
Charles Schwab
California
$1.79M +$482K +47,142 +37%
CA
35
Clearstead Advisors
Ohio
$1.76M -$10 -1 -0%
TA
36
Tectonic Advisors
Texas
$1.72M +$226K +22,102 +15%
Goldman Sachs
37
Goldman Sachs
New York
$1.7M -$639K -62,485 -27%
Morgan Stanley
38
Morgan Stanley
New York
$1.58M -$987K -96,585 -39%
Invesco
39
Invesco
Georgia
$1.25M +$383K +37,474 +44%
Barclays
40
Barclays
United Kingdom
$1.12M +$543K +53,146 +94%
UBS AM
41
UBS AM
Illinois
$1.1M +$328K +32,060 +42%
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.06M +$268K +26,200 +34%
Jennison Associates
43
Jennison Associates
New York
$851K +$49.1K +4,804 +6%
YIH
44
Y-Intercept (HK)
Hong Kong
$814K +$814K +79,619 New
Principal Financial Group
45
Principal Financial Group
Iowa
$809K +$809K +79,119 New
Citadel Advisors
46
Citadel Advisors
Florida
$803K +$803K +78,580 New
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$795K +$185K +18,072 +30%
Bank of America
48
Bank of America
North Carolina
$747K +$256K +25,003 +52%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$739K +$28.5K +2,792 +4%
N
50
Natixis
France
$649K