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SelectQuote

150 hedge funds and large institutions have $44.5M invested in SelectQuote in 2026 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,100% more call options, than puts

Call options by funds: $672K | Put options by funds: $16K

27% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 41

0.98% less ownership

Funds ownership: 41.01%40.04% (-0.98%)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

2% less funds holding

Funds holding: 153150 (-3)

56% less capital invested

Capital invested by funds: $102M → $44.5M (-$57.5M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
1.85%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
52
Reduced
41
Closed
29
Calls
$672K
Puts
$16K
Net Calls
+$656K
Net Calls Change
-$821K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$372K +$443K +421,470 +248%
GC
27
GatePass Capital
Ohio
$332K +$332K +316,500 +151%
GCP
28
GSA Capital Partners
United Kingdom
$324K +$335K +318,604 +162%
EF
29
Empowered Funds
Pennsylvania
$309K +$516K +491,568 New
Bank of America
30
Bank of America
North Carolina
$268K -$1.05K -996 -0.2%
PAM
31
Panagora Asset Management
Massachusetts
$256K -$137K -130,448 -24%
KCPG
32
Kavar Capital Partners Group
Kansas
$246K
Morgan Stanley
33
Morgan Stanley
New York
$244K -$584K -556,017 -59%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$237K -$9.6K -9,140 -2%
EP
35
Eversept Partners
New York
$225K
AllianceBernstein
36
AllianceBernstein
Tennessee
$205K
BMCM
37
Bryn Mawr Capital Management
Pennsylvania
$203K
SG Americas Securities
38
SG Americas Securities
New York
$201K -$29.3K -27,913 -8%
N
39
Nuveen
North Carolina
$195K +$2.02K +1,926 +0.6%
PCM
40
Prelude Capital Management
New York
$187K +$65.8K +62,610 +27%
Invesco
41
Invesco
Georgia
$177K +$16.4K +15,619 +6%
Empower Advisory Group
42
Empower Advisory Group
Colorado
$162K
Barclays
43
Barclays
United Kingdom
$150K -$14.5K -13,766 -5%
UBS Group
44
UBS Group
Switzerland
$145K +$13.9K +13,209 +6%
UB
45
UMB Bank
Missouri
$126K
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$102K -$8.33K -7,935 -5%
Citigroup
47
Citigroup
New York
$96.9K +$158K +150,446 +4,326%
Wells Fargo
48
Wells Fargo
California
$94.3K -$99.9K -95,133 -39%
Prudential Financial
49
Prudential Financial
New Jersey
$75.7K +$14.2K +13,530 +12%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$72.5K +$15.9K +15,131 +15%