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Stagwell
STGW

Overview Fund Activity

154 hedge funds and large institutions have $455M invested in Stagwell in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 41 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-13
Holders Change %
-7.78%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
62
Reduced
41
Closed
41
Calls
$1.09M
Puts
$5K
Net Calls
+$1.09M
Net Calls Change
+$618K

Top Buyers

1
AFG
ABLE Financial Group
Arizona
$10M
2
DWM
Diversify Wealth Management
Utah
$9.7M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$90.5M
4
UBS Group
UBS Group
Switzerland
$11.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$30.3M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
2
AC
AltraVue Capital
Washington
$0
3
HIM
Hillsdale Investment Management
Ontario, Canada
$0
4
LCM
Legato Capital Management
California
$0
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$58.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
CSC
76
Caldwell Sutter Capital
California
$242K – – –
Citigroup
77
Citigroup
New York
$232K -$94.5K -21,005 -29%
IFWM
78
Institute for Wealth Management
Colorado
$231K – – –
CWM
79
CCG Wealth Management
California
$224K – – –
Franklin Resources
80
Franklin Resources
California
$214K +$35.9K +7,981 +20%
CIA
81
Concurrent Investment Advisors
Florida
$195K +$34.5K +7,671 +22%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$193K +$51.8K +11,504 +37%
Janus Henderson Group
83
Janus Henderson Group
United Kingdom
$162K – – –
OF
84
Optimize Financial
California
$158K -$1.13K -252 -0.7%
SEI Investments
85
SEI Investments
Pennsylvania
$158K -$536K -119,112 -77%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$143K +$33K +7,323 +30%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$139K – – –
AF
88
Allworth Financial
California
$135K -$248 -55 -0.2%
PA
89
Perennial Advisors
New York
$135K -$7.88K -1,750 -6%
SIP
90
Stoneridge Investment Partners
Pennsylvania
$131K +$131K +29,153 New
Mackenzie Financial
91
Mackenzie Financial
Ontario, Canada
$130K – – –
OAC
92
OMERS Administration Corp
Ontario, Canada
$128K +$128K +28,400 New
ASRS
93
Arizona State Retirement System
Arizona
$122K +$3.55K +789 +3%
PFSRSONJ
94
Police & Firemen's Retirement System of New Jersey
New Jersey
$120K +$37.4K +8,305 +45%
Pictet Asset Management
95
Pictet Asset Management
Switzerland
$107K -$4.57K -1,019 -4%
AG
96
Ascent Group
Virginia
$107K -$53.2K -11,823 -33%
PDL
97
Portfolio Design Labs
California
$107K -$52.5K -11,676 -33%
QCM
98
Quantinno Capital Management
New York
$103K +$103K +22,881 New
HSBC Holdings
99
HSBC Holdings
United Kingdom
$99.5K +$26.3K +5,851 +36%
ECM
100
ExodusPoint Capital Management
New York
$96K +$47.1K +10,487 +96%
2 3
4
5 6