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TruBridge
TBRG

Overview Fund Activity

109 hedge funds and large institutions have $204M invested in TruBridge in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 23 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+12
Holders Change %
+12.37%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
29
Increased
23
Reduced
41
Closed
16
Calls
$495K
Puts
$1.23M
Net Calls
-$737K
Net Calls Change
-$769K

Top Buyers

1
NCM
Nellore Capital Management
California
+$5.97M
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$4.39M
3
Invesco
Invesco
Georgia
+$2.67M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.57M
5
Lazard Asset Management
Lazard Asset Management
New York
+$2.33M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$8.71M
2
CI
CacheTech Inc
Utah
-$4.64M
3
AWM
Adams Wealth Management
Utah
-$4.64M
4
THC
Truffle Hound Capital
Maryland
-$3.58M
5
MC
Martin & Co
Tennessee
-$3.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
EWA
102
EverSource Wealth Advisors
Alabama
$1.54K – – –
CA
103
Crewe Advisors
Utah
$1.32K +$1.32K +48 New
FFA
104
Farther Finance Advisors
California
$1.09K – – –
Nisa Investment Advisors
105
Nisa Investment Advisors
Missouri
$963 -$743 -27 -44%
SS
106
SBI Securities
Japan
$605 -$550 -20 -48%
Citigroup
107
Citigroup
New York
$468 -$623K -22,629 -100%
QCG
108
Quadrant Capital Group
Ohio
$468 – – –
CIAM
109
Caitong International Asset Management
Hong Kong
$138 +$138 +5 New
Hotchkis & Wiley Capital Management
110
Hotchkis & Wiley Capital Management
California
– -$8.71M -441,660 Closed
PCMI
111
Paradigm Capital Management Inc
New York
– -$1.87M -95,000 Closed
CSC
112
Cove Street Capital
California
– -$1.61M -81,569 Closed
ICM
113
Invenomic Capital Management
Massachusetts
– -$1.43M -72,483 Closed
PCM
114
Polaris Capital Management
Massachusetts
– -$1.12M -57,000 Closed
WCA
115
Waratah Capital Advisors
Ontario, Canada
– -$829K -42,050 Closed
6CM
116
683 Capital Management
New York
– -$436K -22,099 Closed
Renaissance Technologies
117
Renaissance Technologies
New York
– -$335K -16,976 Closed
Walleye Capital
118
Walleye Capital
New York
– -$334K -16,919 Closed
SEI Investments
119
SEI Investments
Pennsylvania
– -$308K -15,640 Closed
OAM
120
Oppenheimer Asset Management
New York
– -$245K -12,422 Closed
TSS
121
Two Sigma Securities
New York
– -$222K -11,234 Closed
ACM
122
Aster Capital Management
United Arab Emirates
– -$209K -10,586 Closed
RS
123
R Squared
Hong Kong
– -$154K -7,800 Closed
SOW
124
State of Wyoming
Wyoming
– -$85.9K -4,355 Closed
SWM
125
Spire Wealth Management
Virginia
– -$22.8K -1,156 Closed
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