450 hedge funds and large institutions have $10.7B invested in Saia in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 170 increasing their positions, 176 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

22% less capital invested

Capital invested by funds: $13.7B → $10.7B (-$3.03B)

26% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 77

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
450
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.9M
Puts
$30.8M
Net Calls
Net Calls Change

Top Buyers

1 +$117M
2 +$110M
3 +$101M
4
First Trust Advisors
First Trust Advisors
Illinois
+$67.6M
5
Select Equity Group
Select Equity Group
New York
+$62.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
301
Avantax Advisory Services
Texas
$278K
AWAU
302
Alliance Wealth Advisors (Utah)
Utah
$275K
MA
303
Mutual Advisors
Nebraska
$273K
GC
304
Guggenheim Capital
Illinois
$273K
SAM
305
Shell Asset Management
Netherlands
$272K
HFO
306
Heritage Family Offices
Arizona
$259K
AO
307
Advisor OS
Illinois
$256K
AWM
308
Axxcess Wealth Management
California
$255K
CIAM
309
Caitong International Asset Management
Hong Kong
$255K
SFA
310
Sequoia Financial Advisors
Ohio
$253K
SPIA
311
Steward Partners Investment Advisory
New York
$251K
CWA
312
Core Wealth Advisors
Florida
$245K
CWM
313
Challenger Wealth Management
California
$245K
Cambridge Investment Research Advisors
314
Cambridge Investment Research Advisors
Iowa
$241K
CAM
315
Cozad Asset Management
Illinois
$238K
LWAM
316
Legacy Wealth Asset Management
Minnesota
$236K
FT
317
Fiduciary Trust
Massachusetts
$234K
CP
318
Covenant Partners
Tennessee
$233K
HWM
319
HB Wealth Management
Georgia
$232K
RCAG
320
Rehmann Capital Advisory Group
Michigan
$231K
PA
321
Profund Advisors
Maryland
$227K
WS
322
Wedbush Securities
California
$226K
GT
323
Greenleaf Trust
Michigan
$221K
MYAM
324
Meiji Yasuda Asset Management
Japan
$220K
EWA
325
EverSource Wealth Advisors
Alabama
$218K