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TriNet
TNET

Overview Fund Activity

247 hedge funds and large institutions have $3.63B invested in TriNet in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 92 increasing their positions, 74 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+3
Holders Change %
+1.23%
% of All Funds
3.36%
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
92
Reduced
74
Closed
44
Calls
$4.07M
Puts
$5.44M
Net Calls
-$1.37M
Net Calls Change
-$6.78M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$68M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$42.1M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$64.8M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$160M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$27M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
HRCM
2
Hawk Ridge Capital Management
California
$0
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$1.85K
4
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$238M
5
RP
5
Reinhart Partners
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWD
226
True Wealth Design
Ohio
$1.19K +$1.19K +15 New
SAM
227
Smartleaf Asset Management
Massachusetts
$1.11K -$474 -6 -30%
Bessemer Group
228
Bessemer Group
New Jersey
$1K -$3.15K -41 -76%
CAL
229
Capital Advisors Ltd
Ohio
$1K +$1K +9 New
SC
230
Stephens Consulting
Michigan
$793 +$793 +10 New
BF
231
BOK Financial
Oklahoma
$792 – – –
FDCDDQ
232
Federation des caisses Desjardins du Quebec
Quebec, Canada
$792 – – –
AF
233
Allworth Financial
California
$776 +$776 +10 New
Amundi
234
Amundi
France
$772 +$772 +10 New
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$713 -$713 -9 -50%
SIC
236
SJS Investment Consulting
Ohio
$634 -$159 -2 -20%
PWA
237
Physician Wealth Advisors
Utah
$634 +$634 +8 New
LC
238
Lindbrook Capital
California
$634 +$634 +8 New
Jones Financial Companies
239
Jones Financial Companies
Missouri
$632 -$9.56K -121 -94%
SC
240
SouthState Corp
Florida
$397 +$397 +5 New
DPW
241
DiNuzzo Private Wealth
Pennsylvania
$317 -$159 -2 -33%
EWA
242
EverSource Wealth Advisors
Alabama
$317 -$159 -2 -33%
GFPC
243
Global Financial Private Client
Florida
$317 +$159 +2 +100%
FPF
244
First Pacific Financial
Washington
$317 +$317 +4 New
SS
245
SBI Securities
Japan
$79 – – –
PWM
246
Parkworth Wealth Management
California
$79 – – –
SSG
247
Summit Securities Group
New York
$79 +$79 +1 New
Capital Research Global Investors
248
Capital Research Global Investors
California
– -$256M -2,822,839 Closed
HRCM
249
Hawk Ridge Capital Management
California
– -$37.3M -410,493 Closed
RP
250
Reinhart Partners
Wisconsin
– -$21.2M -234,068 Closed
8 9
10
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