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249 hedge funds and large institutions have $3.64B invested in TriNet in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 93 increasing their positions, 75 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 75

16% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 43

2% more funds holding

Funds holding: 244249 (+5)

3.84% less ownership

Funds ownership: 96.88%93.03% (-3.8%)

17% less capital invested

Capital invested by funds: $4.36B → $3.64B (-$722M)

25% less call options, than puts

Call options by funds: $4.07M | Put options by funds: $5.44M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
249
Holders Change
+5
Holders Change %
+2.05%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
50
Increased
93
Reduced
75
Closed
43
Calls
$4.07M
Puts
$5.44M
Net Calls
-$1.37M
Net Calls Change
-$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
CWC
226
Carolinas Wealth Consulting
North Carolina
$1.35K
PFBT
227
Parkside Financial Bank & Trust
Missouri
$1.27K -$1.58K -19 -54%
TWD
228
True Wealth Design
Ohio
$1.19K +$1.25K +15 New
SAM
229
Smartleaf Asset Management
Massachusetts
$1.11K -$498 -6 -30%
Bessemer Group
230
Bessemer Group
New Jersey
$1K -$3.4K -41 -76%
CAL
231
Capital Advisors Ltd
Ohio
$1K +$747 +9 New
SC
232
Stephens Consulting
Michigan
$793 +$830 +10 New
BF
233
BOK Financial
Oklahoma
$792
FDCDDQ
234
Federation des caisses Desjardins du Quebec
Quebec, Canada
$792
AF
235
Allworth Financial
California
$776 +$830 +10 New
Amundi
236
Amundi
France
$772 +$830 +10 New
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$713 -$747 -9 -50%
SIC
238
SJS Investment Consulting
Ohio
$634 -$166 -2 -20%
LC
239
Lindbrook Capital
California
$634 +$664 +8 New
PWA
240
Physician Wealth Advisors
Utah
$634 +$664 +8 New
Jones Financial Companies
241
Jones Financial Companies
Missouri
$632 -$10K -121 -94%
SC
242
SouthState Corp
Florida
$397 +$415 +5 New
DPW
243
DiNuzzo Private Wealth
Pennsylvania
$317 -$166 -2 -33%
EWA
244
EverSource Wealth Advisors
Alabama
$317 -$166 -2 -33%
GFPC
245
Global Financial Private Client
Florida
$317 +$166 +2 +100%
FPF
246
First Pacific Financial
Washington
$317 +$332 +4 New
PWM
247
Parkworth Wealth Management
California
$79
SS
248
SBI Securities
Japan
$79
SSG
249
Summit Securities Group
New York
$79 +$83 +1 New
Capital Research Global Investors
250
Capital Research Global Investors
California
-$256M -2,822,839 Closed

TNET Hedge Fund Activity: Q1 2025 in Review

249 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in TriNet (TNET) for Q1 2025, worth a combined $3.64B — down 17% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new TNET positions and 43 closed out — a net gain of 7 holders — while 93 added to existing stakes and 75 trimmed.

The largest buyer was American Century Companies, adding an estimated $46.1M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $256M sold.

  • 249 institutional investors held TriNet (TNET) as of Q1 2025, up from 244 in Q4 2024.
  • Funds reported $3.64B of TriNet stock for Q1 2025, down 17% quarter-over-quarter.
  • 50 funds opened new TriNet positions in Q1 2025 and 43 closed out, a net change of +7 holders.
  • The largest TriNet buyer in Q1 2025 was American Century Companies, an estimated $46.1M added.
  • The largest TriNet seller in Q1 2025 was Capital Research Global Investors, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2025.