We are live on ! Find out more

261 hedge funds and large institutions have $2.66B invested in TriNet in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 83 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $4.99M | Put options by funds: $2.16M

19% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 37

0% less funds holding

Funds holding: 262261 (-1)

1.22% less ownership

Funds ownership: 94.86%93.65% (-1.2%)

14% less capital invested

Capital invested by funds: $3.08B → $2.66B (-$422M)

19% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 103

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
261
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
44
Increased
83
Reduced
103
Closed
37
Calls
$4.99M
Puts
$2.16M
Net Calls
+$2.82M
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
226
Arax Advisory Partners
Colorado
$6.45K -$813K -13,680 -99%
AF
227
Allworth Financial
California
$6.09K +$2.26K +38 +58%
GAFA
228
Garton & Associates Financial Advisors
Kentucky
$6.04K +$6.06K +102 New
PA
229
Parallel Advisors
California
$6.03K +$2.2K +37 +57%
UB
230
UMB Bank
Missouri
$5.85K
GI
231
GAMMA Investing
California
$5.74K +$3.33K +56 +137%
Optiver Holding
232
Optiver Holding
Netherlands
$4.02K -$10.1K -170 -71%
S
233
SignatureFD
Georgia
$3.9K -$297 -5 -7%
KG
234
Kilter Group
New York
$3.73K +$3.5K +59 +1,475%
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$2.72K +$2.73K +46 New
Mitsubishi UFJ Asset Management
236
Mitsubishi UFJ Asset Management
Japan
$2.23K
RFP
237
Root Financial Partners
California
$1.95K -$951 -16 -33%
NS
238
NBC Securities
Alabama
$1.95K
BIA
239
Bell Investment Advisors
California
$1.72K -$475 -8 -22%
SAG
240
SageView Advisory Group
California
$1.48K +$1.49K +25 New
TBFA
241
Three Bearings Fiduciary Advisors
New Hampshire
$1.1K +$1.07K +18 New
TM
242
Torren Management
California
$1.09K +$1.07K +18 New
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$1K
AssetMark Inc
244
AssetMark Inc
California
$887 +$891 +15 New
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$710
HI
246
Harbour Investments
Wisconsin
$596 -$1.07K -18 -64%
JWA
247
JFS Wealth Advisors
Pennsylvania
$592 -$178 -3 -23%
BFS
248
Bare Financial Services
Pennsylvania
$532 +$535 +9 New
PWA
249
Physician Wealth Advisors
Utah
$474 +$59 +1 +14%
Jones Financial Companies
250
Jones Financial Companies
Missouri
$473