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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 %
GSWM
776
Golden State Wealth Management
California
$12.9K
WIM
777
Westside Investment Management
California
$12.2K +$12.2K +179 New
PGAM
778
Princeton Global Asset Management
New Jersey
$11.7K +$11.7K +175 New
TCM
779
Traub Capital Management
Massachusetts
$11.2K +$11.2K +168 New
VWA
780
Valued Wealth Advisors
Utah
$11K -$534 -8 -5%
GJIA
781
Glass Jacobson Investment Advisors
Maryland
$11K
CWM
782
Centricity Wealth Management
Ohio
$10.9K
MWM
783
MorganRosel Wealth Management
Colorado
$10.9K
FFO
784
Fortitude Family Office
Arizona
$10.7K +$3.47K +52 +48%
GGI
785
Godsey & Gibb Inc
Virginia
$10.4K
MSWA
786
Marshall & Sterling Wealth Advisors
New York
$10.3K
KA
787
Kozak & Associates
Colorado
$10.3K +$70 +1 +0.7%
HWP
788
Highline Wealth Partners
California
$9.88K -$134 -2 -1%
FMP
789
Financial Management Professionals
Texas
$9.41K
HNB
790
Hilltop National Bank
Wyoming
$9.34K +$9.34K +140 New
AW
791
Avion Wealth
Texas
$9K +$2.48K +38 +38%
BGAI
792
Bruce G. Allen Investments
Colorado
$8.88K -$8.94K -134 -50%
SO
793
Sierra Ocean
California
$8.82K -$2.87K -43 -25%
SWM
794
Spire Wealth Management
Virginia
$8.28K -$7.68K -115 -48%
CIAS
795
CBIZ Investment Advisory Services
Ohio
$7.81K +$7.81K +117 New
MSWM
796
Mowery & Schoenfeld Wealth Management
Illinois
$7.37K
WCM
797
WealthTrak Capital Management
Virginia
$7.34K +$4.01K +60 +120%
TWC
798
TD Waterhouse Canada
Ontario, Canada
$6.82K +$6.82K +100 New
GXJ
799
Global X Japan
Japan
$6.74K +$6.74K +101 New
AEPWM
800
Atlantic Edge Private Wealth Management
Florida
$6.67K