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SiriusXM

629 hedge funds and large institutions have $2.53B invested in SiriusXM in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 183 increasing their positions, 191 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
-6
Holders Change %
-0.94%
% of All Funds
10.64%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
70
Increased
183
Reduced
191
Closed
67
Calls
$54M
Puts
$54.5M
Net Calls
-$509K
Net Calls Change
-$43.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FPFS
526
First Personal Financial Services
North Carolina
$14K
BWM
527
BerganKDV Wealth Management
Minnesota
$14K
GRP
528
Global Retirement Partners
California
$14K
FWM
529
Focused Wealth Management
New York
$14K +$62 +1 +0.4%
RTC
530
Riverview Trust Company
Washington
$14K +$14K +231 New
RIM
531
Rockbridge Investment Management
New York
$13.1K
JPLA
532
Joseph P. Lucia & Associates
New York
$13K
GEA
533
Glen Eagle Advisors
New Jersey
$12.3K
AWM
534
Avondale Wealth Management
Texas
$12K
SWA
535
SOA Wealth Advisors
New York
$12K +$57 +1 +0.5%
CWM
536
Castle Wealth Management
Florida
$11K +$11K +183 New
VVP
537
Venture Visionary Partners
Ohio
$10.8K +$10.8K +177 New
ACA
538
Atlas Capital Advisors
Wyoming
$10.2K
AW
539
Avion Wealth
Texas
$10K
AWM
540
Atticus Wealth Management
Florida
$10K
EWM
541
Evermay Wealth Management
Virginia
$10K
BFEC
542
Benjamin F. Edwards & Company
Missouri
$10K +$4.73K +79 +90%
MFT
543
Moisand Fitzgerald Tamayo
Florida
$10K +$10K +158 New
TWA
544
TCI Wealth Advisors
Arizona
$9K -$12.1K -192 -57%
GWS
545
Glassman Wealth Services
Virginia
$9K -$725 -12 -7%
CCMW
546
Cypress Capital Management (Wyoming)
Wyoming
$9K
BTI
547
Blue Trust Inc
Georgia
$9K +$9K +130 New
HFS
548
Heritage Financial Services
Massachusetts
$9K +$9K +161 New
KFS
549
Kelly Financial Services
Massachusetts
$8.12K
HI
550
Hudock Inc
Pennsylvania
$8K