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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
EWA
126
EverSource Wealth Advisors
Alabama
$1.14K +$1.18K +1,119 +160%
EP
127
Essential Partners
California
$1.04K +$1.28K +1,224 +285%
AP
128
Atwood & Palmer
Missouri
$945
AF
129
Allworth Financial
California
$865 +$1.06K +1,011 +279%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$860 +$1.42K +1,353 +9,020%
ASN
131
Advisory Services Network
Georgia
$661 +$1.1K +1,050 New
NS
132
NBC Securities
Alabama
$629
Jones Financial Companies
133
Jones Financial Companies
Missouri
$579 +$463 +441 +82%
FFA
134
Farther Finance Advisors
California
$490 +$555 +528 +177%
RIL
135
Rothschild Investment LLC
Illinois
$461 +$763 +727 +12,117%
PA
136
Parallel Advisors
California
$378
Walleye Trading
137
Walleye Trading
New York
$376 +$628 +598 New
TWD
138
True Wealth Design
Ohio
$301 -$399 -380 -44%
BWA
139
Basecamp Wealth Advisors
Washington
$219 +$365 +348 New
SS
140
SBI Securities
Japan
$202 -$717 -683 -68%
IA
141
IFP Advisors
Florida
$125 +$179 +170 +607%
IA
142
IFS Advisors
Kansas
$116
TFA
143
Transamerica Financial Advisors
Florida
$102 +$171 +163 New
AAP
144
Arax Advisory Partners
Colorado
$92 +$153 +146 New
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$66
Osaic Holdings
146
Osaic Holdings
Arizona
$63 -$45.6K -43,418 -100%
SIC
147
SJS Investment Consulting
Ohio
$15 +$24 +23 New
CIAM
148
Caitong International Asset Management
Hong Kong
$1 -$54.2K -51,598 -100%
Millennium Management
149
Millennium Management
New York
-$2.31M -1,637,460 Closed
American Century Companies
150
American Century Companies
Missouri
-$1.02M -724,180 Closed