We are live on ! Find out more
SCSC icon

Scansource

208 hedge funds and large institutions have $774M invested in Scansource in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

2% more funds holding

Funds holding: 204208 (+4)

4% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 77

2.3% less ownership

Funds ownership: 99.37%97.06% (-2.3%)

10% less call options, than puts

Call options by funds: $480K | Put options by funds: $534K

31% less capital invested

Capital invested by funds: $1.12B → $774M (-$349M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
208
Holders Change
+4
Holders Change %
+1.96%
% of All Funds
2.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
80
Reduced
77
Closed
20
Calls
$480K
Puts
$534K
Net Calls
-$54K
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$20K -$17.2K -422 -42%
AssetMark Inc
177
AssetMark Inc
California
$18.7K +$7.26K +178 +48%
Nomura Asset Management
178
Nomura Asset Management
Japan
$17.3K
PAS
179
Point72 Asia (Singapore)
Singapore
$17.1K -$208K -5,092 -91%
Osaic Holdings
180
Osaic Holdings
Arizona
$14.2K +$12.9K +317 +317%
LC
181
Lindbrook Capital
California
$11.7K +$734 +18 +6%
Macquarie Group
182
Macquarie Group
Australia
$11.2K +$13.4K +328 New
C
183
Covestor
United Kingdom
$10K +$2.77K +68 +29%
QCG
184
Quadrant Capital Group
Ohio
$9.32K -$15.3K -375 -58%
Federated Hermes
185
Federated Hermes
Pennsylvania
$7.28K +$7.22K +177 +478%
SAM
186
Smartleaf Asset Management
Massachusetts
$6.89K
EWA
187
EverSource Wealth Advisors
Alabama
$5.68K -$1.14K -28 -14%
FHA
188
First Horizon Advisors
Tennessee
$4.83K
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$4.42K -$530 -13 -9%
WT
190
Whittier Trust
California
$4.32K
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$4.25K +$489 +12 +11%
HNB
192
Huntington National Bank
Ohio
$2.35K +$816 +20 +41%
PA
193
Parallel Advisors
California
$2.14K +$2.57K +63 New
UB
194
UMB Bank
Missouri
$2.04K -$367 -9 -13%
TWD
195
True Wealth Design
Ohio
$1.23K +$1.47K +36 New
Jones Financial Companies
196
Jones Financial Companies
Missouri
$1.17K +$1.39K +34 New
Bessemer Group
197
Bessemer Group
New Jersey
$1K
S
198
SignatureFD
Georgia
$748 +$897 +22 New
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$578
PS
200
Principal Securities
Iowa
$569

SCSC Hedge Fund Activity: Q1 2025 in Review

208 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q1 2025, worth a combined $774M — down 31% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SCSC positions and 20 closed out — a net gain of 5 holders — while 80 added to existing stakes and 77 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $21.9M. The largest seller was Pacer Advisors, cutting an estimated $69.8M.

  • 208 institutional investors held Scansource (SCSC) as of Q1 2025, up from 204 in Q4 2024.
  • Funds reported $774M of Scansource stock for Q1 2025, down 31% quarter-over-quarter.
  • 25 funds opened new Scansource positions in Q1 2025 and 20 closed out, a net change of +5 holders.
  • The largest Scansource buyer in Q1 2025 was Pzena Investment Management, an estimated $21.9M added.
  • The largest Scansource seller in Q1 2025 was Pacer Advisors, an estimated $69.8M sold.

Based on aggregated 13F filings for Q1 2025.