255 hedge funds and large institutions have $3.41B invested in TriNet in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 89 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

4% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 89

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $3.63B → $3.41B (-$215M)

Holders
255
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
$4.41M
Puts
$3.27M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
226
Caitong International Asset Management
Hong Kong
$3.73K
GI
227
GAMMA Investing
California
$3.15K
Mitsubishi UFJ Asset Management
228
Mitsubishi UFJ Asset Management
Japan
$2.85K
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$2.8K
BIA
230
Bell Investment Advisors
California
$2.71K
SAM
231
Smartleaf Asset Management
Massachusetts
$2.18K
HI
232
Harbour Investments
Wisconsin
$2.05K
NS
233
NBC Securities
Alabama
$2K
JWA
234
JFS Wealth Advisors
Pennsylvania
$1.83K
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$1.61K
HNB
236
Huntington National Bank
Ohio
$1.39K
FFO
237
Fortitude Family Office
Arizona
$1.24K
TWD
238
True Wealth Design
Ohio
$1.17K
AF
239
Allworth Financial
California
$1.03K
Bessemer Group
240
Bessemer Group
New Jersey
$1K
PFBT
241
Parkside Financial Bank & Trust
Missouri
$951
FDCDDQ
242
Federation des caisses Desjardins du Quebec
Quebec, Canada
$731
Jones Financial Companies
243
Jones Financial Companies
Missouri
$581
PWA
244
Physician Wealth Advisors
Utah
$512
DPW
245
DiNuzzo Private Wealth
Pennsylvania
$512
SIC
246
SJS Investment Consulting
Ohio
$439
SC
247
SouthState Corp
Florida
$366
RCM
248
Raleigh Capital Management
North Carolina
$366
BHWM
249
Bay Harbor Wealth Management
Maryland
$292
RWM
250
Rialto Wealth Management
New York
$220