259 hedge funds and large institutions have $2.66B invested in TriNet in 2025 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 82 increasing their positions, 103 reducing their positions, and 37 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

14% less capital invested

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

20% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 103

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
259
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
$4.99M
Puts
$2.16M
Net Calls
Net Calls Change

Top Buyers

1 +$25.4M
2 +$23.3M
3 +$20.5M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$13.2M
5
Jane Street
Jane Street
New York
+$6.42M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$6.09K
GAFA
227
Garton & Associates Financial Advisors
Kentucky
$6.04K
PA
228
Parallel Advisors
California
$6.03K
UB
229
UMB Bank
Missouri
$5.85K
GI
230
GAMMA Investing
California
$5.74K
Optiver Holding
231
Optiver Holding
Netherlands
$4.02K
S
232
SignatureFD
Georgia
$3.9K
KG
233
Kilter Group
New York
$3.73K
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$2.72K
Mitsubishi UFJ Asset Management
235
Mitsubishi UFJ Asset Management
Japan
$2.23K
RFP
236
Root Financial Partners
California
$1.95K
NS
237
NBC Securities
Alabama
$1.95K
BIA
238
Bell Investment Advisors
California
$1.72K
SAG
239
SageView Advisory Group
California
$1.48K
TM
240
Torren Management
California
$1.09K
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$1K
AssetMark Inc
242
AssetMark Inc
California
$887
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$710
HI
244
Harbour Investments
Wisconsin
$596
JWA
245
JFS Wealth Advisors
Pennsylvania
$592
BFS
246
Bare Financial Services
Pennsylvania
$532
PWA
247
Physician Wealth Advisors
Utah
$474
Jones Financial Companies
248
Jones Financial Companies
Missouri
$473
CPG
249
Cornerstone Planning Group
New Jersey
$348
TWD
250
True Wealth Design
Ohio
$296