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Scansource

204 hedge funds and large institutions have $840M invested in Scansource in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

19% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 86

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $453K

Holders
204
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
Puts
$453K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
176
Pinnacle Wealth Planning Services
Ohio
$6.21K
WT
177
Whittier Trust
California
$5.01K
T. Rowe Price Investment Management
178
T. Rowe Price Investment Management
Maryland
$5K
Bessemer Group
179
Bessemer Group
New Jersey
$5K
MPWT
180
MassMutual Private Wealth & Trust
Connecticut
$4.22K
Simplex Trading
181
Simplex Trading
Illinois
$3.87K
SL
182
Salomon & Ludwin
Virginia
$3.43K
RIL
183
Rothschild Investment LLC
Illinois
$3.2K
UB
184
UMB Bank
Missouri
$2.66K
FFA
185
Farther Finance Advisors
California
$2.66K
AAP
186
Arax Advisory Partners
Colorado
$2.42K
HFS
187
Hantz Financial Services
Michigan
$2K
PFBT
188
Parkside Financial Bank & Trust
Missouri
$1.99K
Optiver Holding
189
Optiver Holding
Netherlands
$1.95K
HNB
190
Huntington National Bank
Ohio
$1.72K
TWD
191
True Wealth Design
Ohio
$1.6K
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$977
CMA
193
Cedar Mountain Advisors
Oregon
$937
PA
194
Parallel Advisors
California
$625
Barrow, Hanley, Mewhinney & Strauss
195
Barrow, Hanley, Mewhinney & Strauss
Texas
$586
AF
196
Allworth Financial
California
$508
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$469
AW
198
Ankerstar Wealth
Texas
$430
Rockefeller Capital Management
199
Rockefeller Capital Management
New York
$352
MCM
200
MAI Capital Management
Ohio
$235