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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
CPG
251
Cornerstone Planning Group
New Jersey
$348 +$356 +6 New
TWD
252
True Wealth Design
Ohio
$296 -$5.17K -87 -95%
DPW
253
DiNuzzo Private Wealth
Pennsylvania
$178 -$119 -2 -40%
TC
254
Trust Company
Kansas
$177 +$178 +3 New
RWM
255
Rialto Wealth Management
New York
$119 +$119 +2 New
BHWM
256
Bay Harbor Wealth Management
Maryland
$118
SS
257
SBI Securities
Japan
$118
SIC
258
SJS Investment Consulting
Ohio
$60 -$119 -2 -67%
HNB
259
Huntington National Bank
Ohio
$59 -$356 -6 -86%
KFAS
260
Keating Financial Advisory Services
Kansas
$59 +$59 +1 New
DF
261
Dunhill Financial
United Kingdom
$43 +$59 +1 New
VNIM
262
Vaughan Nelson Investment Management
Texas
-$47.9M -715,840 Closed
JGC
263
J. Goldman & Co
New York
-$14.7M -220,332 Closed
Natixis Advisors
264
Natixis Advisors
Massachusetts
-$7.68M -114,818 Closed
PP
265
PDT Partners
New York
-$4.21M -62,901 Closed
JA
266
JLB & Associates
Michigan
-$1.81M -27,038 Closed
JG
267
Jain Global
New York
-$1.03M -15,378 Closed
VF
268
Vest Financial
Virginia
-$952K -14,230 Closed
LCM
269
Landscape Capital Management
New Jersey
-$905K -13,534 Closed
Lazard Asset Management
270
Lazard Asset Management
New York
-$632K -9,442 Closed
SSA
271
Schonfeld Strategic Advisors
New York
-$584K -8,729 Closed
VCA
272
Verdence Capital Advisors
Maryland
-$498K -7,996 Closed
EF
273
Empowered Funds
Pennsylvania
-$500K -7,513 Closed
Capstone Investment Advisors
274
Capstone Investment Advisors
New York
-$460K -6,870 Closed
AC
275
Aristeia Capital
Connecticut
-$430K -6,435 Closed