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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
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$69.4K +$24.3K +23,105 +27%
Deutsche Bank
52
Deutsche Bank
Germany
$66.5K
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$62K +$26.1K +24,816 +34%
FWP
54
FAS Wealth Partners
Kansas
$61.4K +$88 +84 +0.1%
SOW
55
State of Wyoming
Wyoming
$60K +$50.9K +48,483 +103%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$58.8K -$48.6K -46,236 -33%
IC
57
IEQ Capital
California
$57.8K +$96.5K +91,845 New
EGM
58
Engineers Gate Manager
New York
$57.1K +$22.9K +21,801 +32%
LPL Financial
59
LPL Financial
California
$53.2K +$45K +42,860 +103%
Corient Private Wealth
60
Corient Private Wealth
Florida
$51K +$85.1K +81,000 New
SF
61
Summit Financial
New Jersey
$50.1K +$83.6K +79,625 New
GCM
62
Graham Capital Management
Connecticut
$46.2K +$23.4K +22,236 +44%
XT
63
XTX Topco
Cayman Islands
$44.8K +$42.2K +40,208 +130%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$44.6K +$74.5K +70,900 New
MGIA
65
Moneta Group Investment Advisors
Missouri
$44.2K -$8.64K -8,229 -10%
Mirae Asset Global ETFs Holdings
66
Mirae Asset Global ETFs Holdings
Hong Kong
$42.2K +$1.68K +1,598 +2%
OWM
67
Opes Wealth Management
California
$37.5K
FPGK
68
Financial Partners Group (Kansas)
Kansas
$35.6K +$5.25K +5,000 +10%
VGA
69
Vanguard Global Advisers
Pennsylvania
$35.5K +$59.2K +56,402 New
William Blair & Company
70
William Blair & Company
Illinois
$34.7K +$99 +94 +0.2%
Ameriprise
71
Ameriprise
Minnesota
$31.3K -$12.3K -11,739 -19%
VF
72
Virtu Financial
New York
$31K +$52K +49,488 New
BFM
73
Boothbay Fund Management
New York
$30.7K +$51.3K +48,835 New
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28K -$1.37K -1,305 -3%
CW
75
CreativeOne Wealth
Kansas
$27.5K