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246 hedge funds and large institutions have $1.6B invested in TriNet in 2026 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 116 increasing their positions, 56 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

158,200% more call options, than puts

Call options by funds: $6.33M | Put options by funds: $4K

107% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 56

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.04% less ownership

Funds ownership: 93.65%92.61% (-1%)

6% less funds holding

Funds holding: 261246 (-15)

19% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 59

40% less capital invested

Capital invested by funds: $2.66B → $1.6B (-$1.06B)

Holders
246
Holders Change
-15
Holders Change %
-5.75%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
48
Increased
116
Reduced
56
Closed
59
Calls
$6.33M
Puts
$4K
Net Calls
+$6.33M
Net Calls Change
+$3.51M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
226
SJS Investment Consulting
Ohio
$911 +$1.15K +24 +2,400%
LFG
227
Larson Financial Group
Missouri
$874 +$1.15K +24 New
JWA
228
JFS Wealth Advisors
Pennsylvania
$766 +$525 +11 +110%
CFO
229
CVA Family Office
Colorado
$765 +$1K +21 New
FFO
230
Fortitude Family Office
Arizona
$729 +$955 +20 New
TBFA
231
Three Bearings Fiduciary Advisors
New Hampshire
$656
RWM
232
Rialto Wealth Management
New York
$620 +$716 +15 +750%
CIAM
233
Caitong International Asset Management
Hong Kong
$583 -$22.1K -463 -97%
BFS
234
Bare Financial Services
Pennsylvania
$474 +$191 +4 +44%
CFM
235
Cornerstone Financial Management
Massachusetts
$474 +$621 +13 New
BTI
236
Blue Trust Inc
Georgia
$437 +$573 +12 New
KFAS
237
Keating Financial Advisory Services
Kansas
$328 +$382 +8 +800%
DPW
238
DiNuzzo Private Wealth
Pennsylvania
$146 +$48 +1 +33%
HFS
239
Hughes Financial Services
Virginia
$146 +$191 +4 New
TPCW
240
TD Private Client Wealth
New York
$146 +$191 +4 New
BHWM
241
Bay Harbor Wealth Management
Maryland
$145 +$95 +2 +100%
TC
242
Trust Company
Kansas
$109
SS
243
SBI Securities
Japan
$73
HIA
244
HFM Investment Advisors
New Jersey
$73 +$95 +2 New
CW
245
Curio Wealth
Maryland
$36 +$48 +1 New
TPWA
246
Twin Peaks Wealth Advisors
California
$36 +$48 +1 New
CFB
247
Cullen/Frost Bankers
Texas
$2 -$7.78K -163 Closed
Boston Partners
248
Boston Partners
Massachusetts
-$85.3M -1,441,715 Closed
Norges Bank
249
Norges Bank
Norway
-$28.3M -478,038 Closed
BA
250
Bridgewater Associates
Connecticut
-$7.05M -119,276 Closed