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Treace Medical Concepts

115 hedge funds and large institutions have $87.8M invested in Treace Medical Concepts in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 119115 (-4)

5.29% less ownership

Funds ownership: 61.46%56.17% (-5.3%)

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

14% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 35

66% less capital invested

Capital invested by funds: $260M → $87.8M (-$172M)

88% less call options, than puts

Call options by funds: $60K | Put options by funds: $484K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
30
Reduced
35
Closed
35
Calls
$60K
Puts
$484K
Net Calls
-$424K
Net Calls Change
-$448K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
Armistice Capital
New York
$15.6M +$208K +48,000 +0.8%
BlackRock
2
BlackRock
New York
$8.36M -$1.18M -271,522 -7%
GS
3
Gagnon Securities
New York
$7.62M +$3.7M +852,337 +38%
Bank of America
4
Bank of America
North Carolina
$5.67M +$9.68M +2,228,317 +2,594%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.57M -$1.99M -458,386 -17%
GA
6
Gagnon Advisors
New York
$3.76M +$2.46M +565,570 +58%
Millennium Management
7
Millennium Management
New York
$3.68M -$900K -207,229 -12%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$3.62M -$902K -207,691 -12%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$3.58M +$973K +224,088 +18%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$2.81M -$10.8M -2,488,883 -68%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.8M -$8.84K -2,035 -0.2%
State Street
12
State Street
Massachusetts
$2.44M +$10.2K +2,350 +0.2%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$1.62M +$1.7M +390,848 +144%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$1.54M -$570K -131,203 -17%
WCM
15
Weber Capital Management
California
$1.44M +$2.56M +589,617 New
KK
16
Kotler Kevin
$1.16M +$2.06M +474,365 New
Northern Trust
17
Northern Trust
Illinois
$965K -$167K -38,468 -9%
Charles Schwab
18
Charles Schwab
California
$863K -$272K -62,562 -15%
GCP
19
GSA Capital Partners
United Kingdom
$852K +$1.03M +236,477 +213%
Raymond James Financial
20
Raymond James Financial
Florida
$791K +$1.25M +288,141 +828%
UBS Group
21
UBS Group
Switzerland
$720K +$45.9K +10,580 +4%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$708K -$30.1K -6,921 -3%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$670K +$126K +28,912 +12%
Deutsche Bank
24
Deutsche Bank
Germany
$615K -$2.96M -680,769 -73%
BC
25
Birchview Capital
Vermont
$556K +$217K +50,000 +28%

TMCI Hedge Fund Activity: Q4 2025 in Review

115 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Treace Medical Concepts (TMCI) for Q4 2025, worth a combined $87.8M — down 66% from $260M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of TMCI and 31 opened new positions — a net loss of 4 holders — while 35 trimmed existing stakes and 30 added.

The largest buyer was Bank of America, adding an estimated $9.68M. The largest seller was William Blair Investment Management, cutting an estimated $10.8M.

  • 115 institutional investors held Treace Medical Concepts (TMCI) as of Q4 2025, down from 119 in Q3 2025.
  • Funds reported $87.8M of Treace Medical Concepts stock for Q4 2025, down 66% quarter-over-quarter.
  • 31 funds opened new Treace Medical Concepts positions in Q4 2025 and 35 closed out, a net change of -4 holders.
  • The largest Treace Medical Concepts buyer in Q4 2025 was Bank of America, an estimated $9.68M added.
  • The largest Treace Medical Concepts seller in Q4 2025 was William Blair Investment Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2025.