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Stagwell

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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

20% less capital invested

Capital invested by funds: $565M → $455M (-$110M)

29% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 41

43.97% less ownership

Funds ownership: 81.34%37.36% (-44%)

Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.09M
Puts
$5K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
76
Caldwell Sutter Capital
California
$242K
Citigroup
77
Citigroup
New York
$232K
IFWM
78
Institute for Wealth Management
Colorado
$231K
CWM
79
CCG Wealth Management
California
$224K
Franklin Resources
80
Franklin Resources
California
$214K
CIA
81
Concurrent Investment Advisors
Florida
$195K
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$193K
Janus Henderson Group
83
Janus Henderson Group
United Kingdom
$162K
OF
84
Optimize Financial
California
$158K
SEI Investments
85
SEI Investments
Pennsylvania
$158K
VOYA Investment Management
86
VOYA Investment Management
Georgia
$143K
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
PA
89
Perennial Advisors
New York
$135K
SIP
90
Stoneridge Investment Partners
Pennsylvania
$131K
Mackenzie Financial
91
Mackenzie Financial
Ontario, Canada
$130K
OAC
92
OMERS Administration Corp
Ontario, Canada
$128K
ASRS
93
Arizona State Retirement System
Arizona
$122K
PFSRSONJ
94
Police & Firemen's Retirement System of New Jersey
New Jersey
$120K
Pictet Asset Management
95
Pictet Asset Management
Switzerland
$107K
AG
96
Ascent Group
Virginia
$107K
PDL
97
Portfolio Design Labs
California
$107K
QCM
98
Quantinno Capital Management
New York
$103K
HSBC Holdings
99
HSBC Holdings
United Kingdom
$99.5K
ECM
100
ExodusPoint Capital Management
New York
$96K