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Synchrony

861 hedge funds and large institutions have $25.4B invested in Synchrony in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 336 increasing their positions, 300 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
+4
Holders Change %
+0.47%
% of All Funds
11.54%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.2%
New
123
Increased
336
Reduced
300
Closed
104
Calls
$125M
Puts
$137M
Net Calls
-$12.6M
Net Calls Change
-$52M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
526
Integrated Wealth Concepts
Massachusetts
$521K +$43.3K +649 +9%
KeyBank National Association
527
KeyBank National Association
Ohio
$513K -$11.3K -169 -2%
OIA
528
OneDigital Investment Advisors
Kansas
$504K +$3.74K +56 +0.7%
SQA
529
Simon Quick Advisors
New Jersey
$500K +$500K +7,494 New
CNBT
530
Canandaigua National Bank & Trust
New York
$499K -$57.9K -868 -10%
IB
531
Intrust Bank
Kansas
$498K -$2.4K -36 -0.5%
PWS
532
Precision Wealth Strategies
Missouri
$491K +$31.8K +477 +7%
TF
533
Trek Financial
Arizona
$487K +$126K +1,883 +35%
OTL
534
Oak Thistle LLC
New York
$480K +$480K +7,188 New
PCM
535
Pennsylvania Capital Management
Pennsylvania
$479K -$19.5K -292 -4%
CFO
536
Callan Family Office
Pennsylvania
$474K +$474K +7,098 New
FPAS
537
Focus Partners Advisor Solutions
Missouri
$472K +$204K +3,055 +76%
AI
538
AdvisorShares Investments
Maryland
$467K +$467K +7,000 New
Capstone Investment Advisors
539
Capstone Investment Advisors
New York
$465K -$203K -3,035 -30%
WA
540
Waverly Advisors
Alabama
$464K +$34K +510 +8%
BMCM
541
Burns Matteson Capital Management
New York
$460K -$4.74K -71 -1%
KIM
542
Kestra Investment Management
Texas
$457K
AA
543
ALPS Advisors
Colorado
$454K +$5.47K +82 +1%
CCAL
544
City Center Advisors LLC
Michigan
$448K -$18.4K -276 -4%
CT
545
Chicago Trust
Illinois
$448K +$39.7K +595 +10%
FFG
546
Fortem Financial Group
California
$448K -$16.4K -246 -4%
CFG
547
Citizens Financial Group
Rhode Island
$444K +$106K +1,589 +31%
DMBA
548
Deseret Mutual Benefit Administrators
Utah
$440K
Lido Advisors
549
Lido Advisors
California
$429K -$1.79M -26,842 -81%
LNWWM
550
Laird Norton Wetherby Wealth Management
California
$428K +$428K +6,414 New