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Scansource

208 hedge funds and large institutions have $846M invested in Scansource in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 89 reducing their positions, and 29 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:

21% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 89

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
208
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
C
176
Covestor
United Kingdom
$8K
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$7.97K
SAM
178
Smartleaf Asset Management
Massachusetts
$7.71K
PWPS
179
Pinnacle Wealth Planning Services
Ohio
$6.21K
WT
180
Whittier Trust
California
$5.01K
T. Rowe Price Investment Management
181
T. Rowe Price Investment Management
Maryland
$5K
Bessemer Group
182
Bessemer Group
New Jersey
$5K
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$4.22K
Simplex Trading
184
Simplex Trading
Illinois
$3.87K
SL
185
Salomon & Ludwin
Virginia
$3.43K
RIL
186
Rothschild Investment LLC
Illinois
$3.2K
UB
187
UMB Bank
Missouri
$2.66K
FFA
188
Farther Finance Advisors
California
$2.66K
AAP
189
Arax Advisory Partners
Colorado
$2.42K
HFS
190
Hantz Financial Services
Michigan
$2K
PFBT
191
Parkside Financial Bank & Trust
Missouri
$1.99K
Optiver Holding
192
Optiver Holding
Netherlands
$1.95K
HNB
193
Huntington National Bank
Ohio
$1.72K
TWD
194
True Wealth Design
Ohio
$1.6K
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$977
CMA
196
Cedar Mountain Advisors
Oregon
$937
PA
197
Parallel Advisors
California
$625
EP
198
Essential Partners
California
$625
Barrow, Hanley, Mewhinney & Strauss
199
Barrow, Hanley, Mewhinney & Strauss
Texas
$586
AF
200
Allworth Financial
California
$508