254 hedge funds and large institutions have $3.41B invested in TriNet in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 93 increasing their positions, 89 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+7
Holders Change %
+2.83%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
93
Reduced
89
Closed
36
Calls
$4.41M
Puts
$3.27M
Net Calls
+$1.14M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
226
GAMMA Investing
California
$3.15K +$146 +2 +5%
Mitsubishi UFJ Asset Management
227
Mitsubishi UFJ Asset Management
Japan
$2.85K
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$2.8K
BIA
229
Bell Investment Advisors
California
$2.71K
SAM
230
Smartleaf Asset Management
Massachusetts
$2.18K +$1.16K +16 +114%
HI
231
Harbour Investments
Wisconsin
$2.05K
NS
232
NBC Securities
Alabama
$2K
JWA
233
JFS Wealth Advisors
Pennsylvania
$1.83K +$512 +7 +39%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$1.61K +$951 +13 +144%
HNB
235
Huntington National Bank
Ohio
$1.39K -$1.1K -15 -44%
FFO
236
Fortitude Family Office
Arizona
$1.24K +$1.24K +17 New
TWD
237
True Wealth Design
Ohio
$1.17K +$73 +1 +7%
AF
238
Allworth Financial
California
$1.03K +$293 +4 +40%
Bessemer Group
239
Bessemer Group
New Jersey
$1K
PFBT
240
Parkside Financial Bank & Trust
Missouri
$951 -$219 -3 -19%
FDCDDQ
241
Federation des caisses Desjardins du Quebec
Quebec, Canada
$731
Jones Financial Companies
242
Jones Financial Companies
Missouri
$581
PWA
243
Physician Wealth Advisors
Utah
$512 -$73 -1 -13%
DPW
244
DiNuzzo Private Wealth
Pennsylvania
$512 +$219 +3 +75%
SIC
245
SJS Investment Consulting
Ohio
$439 -$146 -2 -25%
SC
246
SouthState Corp
Florida
$366
RCM
247
Raleigh Capital Management
North Carolina
$366 +$366 +5 New
BHWM
248
Bay Harbor Wealth Management
Maryland
$292 +$292 +4 New
RWM
249
Rialto Wealth Management
New York
$220 +$220 +3 New
HIA
250
HFM Investment Advisors
New Jersey
$219 +$219 +3 New