245 hedge funds and large institutions have $1.6B invested in TriNet in 2026 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 116 increasing their positions, 56 reducing their positions, and 59 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 ownership

Funds ownership:

6% less funds holding

Funds holding: 260245 (-15)

19% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 59

40% less capital invested

Capital invested by funds: $2.66B → $1.6B (-$1.06B)

Holders
245
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
$6.33M
Puts
$4K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
226
SJS Investment Consulting
Ohio
$911
LFG
227
Larson Financial Group
Missouri
$874
JWA
228
JFS Wealth Advisors
Pennsylvania
$766
CFO
229
CVA Family Office
Colorado
$765
FFO
230
Fortitude Family Office
Arizona
$729
RWM
231
Rialto Wealth Management
New York
$620
CIAM
232
Caitong International Asset Management
Hong Kong
$583
BFS
233
Bare Financial Services
Pennsylvania
$474
CFM
234
Cornerstone Financial Management
Massachusetts
$474
BTI
235
Blue Trust Inc
Georgia
$437
KFAS
236
Keating Financial Advisory Services
Kansas
$328
DPW
237
DiNuzzo Private Wealth
Pennsylvania
$146
HFS
238
Hughes Financial Services
Virginia
$146
TPCW
239
TD Private Client Wealth
New York
$146
BHWM
240
Bay Harbor Wealth Management
Maryland
$145
TC
241
Trust Company
Kansas
$109
SS
242
SBI Securities
Japan
$73
HIA
243
HFM Investment Advisors
New Jersey
$73
CW
244
Curio Wealth
Maryland
$36
TPWA
245
Twin Peaks Wealth Advisors
California
$36
CFB
246
Cullen/Frost Bankers
Texas
$2
Boston Partners
247
Boston Partners
Massachusetts
Norges Bank
248
Norges Bank
Norway
BA
249
Bridgewater Associates
Connecticut
Qube Research & Technologies (QRT)
250
Qube Research & Technologies (QRT)
United Kingdom