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QuidelOrtho

252 hedge funds and large institutions have $2.41B invested in QuidelOrtho in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 83 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

3% less funds holding

Funds holding: 261252 (-9)

13% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 46

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
252
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
$10.2M
Puts
$6.7M
Net Calls
Net Calls Change

Top Buyers

1 +$51.4M
2 +$37M
3 +$27.2M
4
ECM
Estuary Capital Management
Minnesota
+$26.5M
5
Goldman Sachs
Goldman Sachs
New York
+$14.1M

Top Sellers

1 -$43M
2 -$40.1M
3 -$23.6M
4
JP Morgan Chase
JP Morgan Chase
New York
-$20.4M
5
Morgan Stanley
Morgan Stanley
New York
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
226
Prestige Wealth Management Group
New Jersey
$1.53K
AssetMark Inc
227
AssetMark Inc
California
$1.52K
AAS
228
Ameritas Advisory Services
Nebraska
$1.47K
CT
229
Clearstead Trust
Maine
$1.44K
QC
230
Quent Capital
New York
$1.38K
FFO
231
Fortitude Family Office
Arizona
$1.24K
MIM
232
MTM Investment Management
South Carolina
$1.18K
PTC
233
Private Trust Company
Ohio
$1.15K
WA
234
WPG Advisers
Maryland
$1.12K
CA
235
CoreCap Advisors
Michigan
$1.03K
GA
236
Guerra Advisors
Florida
$736
GRP
237
Global Retirement Partners
California
$707
SAM
238
Smartleaf Asset Management
Massachusetts
$693
RWM
239
Rialto Wealth Management
New York
$619
PWMG
240
Private Wealth Management Group
New Jersey
$589
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$589
TFA
242
Transamerica Financial Advisors
Florida
$471
HFS
243
Hughes Financial Services
Virginia
$414
HNB
244
Huntington National Bank
Ohio
$365
MCM
245
MV Capital Management
Maryland
$295
TWD
246
True Wealth Design
Ohio
$266
BIA
247
Bell Investment Advisors
California
$207
BGAI
248
Bruce G. Allen Investments
Colorado
$206
AWM
249
Abound Wealth Management
Tennessee
$148
BTI
250
Blue Trust Inc
Georgia
$147