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
AWA
276
Arkadios Wealth Advisors
Georgia
-$415K -6,204 Closed
AI
277
Atria Investments
North Carolina
-$235K -3,520 Closed
TSS
278
Two Sigma Securities
New York
-$233K -3,490 Closed
PC
279
Prairiewood Capital
North Dakota
-$233K -3,485 Closed
CRC
280
Curi RMB Capital
Illinois
-$222K -3,319 Closed
RS
281
R Squared
Hong Kong
-$220K -3,284 Closed
Wealth Enhancement Advisory Services
282
Wealth Enhancement Advisory Services
Minnesota
-$207K -3,200 Closed
State of Wisconsin Investment Board
283
State of Wisconsin Investment Board
Wisconsin
-$209K -3,132 Closed
CI Investments Inc
284
CI Investments Inc
Ontario, Canada
-$128K -1,915 Closed
Nisa Investment Advisors
285
Nisa Investment Advisors
Missouri
-$22.2K -332 Closed
PS
286
Principal Securities
Iowa
-$17K -254 Closed
ASN
287
Advisory Services Network
Georgia
-$15.9K -237 Closed
CB
288
Community Bank
New York
-$14.6K -218 Closed
WT
289
Whittier Trust
California
-$7.39K -112 Closed
PFBT
290
Parkside Financial Bank & Trust
Missouri
-$1.81K -27 Closed
GRP
291
Global Retirement Partners
California
-$1.14K -17 Closed
Bessemer Group
292
Bessemer Group
New Jersey
-$1K -13 Closed
TPCW
293
TD Private Client Wealth
New York
-$602 -9 Closed
FFO
294
Fortitude Family Office
Arizona
-$468 -7 Closed
WANY
295
Wealthspire Advisors (New York)
New York
-$268 -4 Closed
CA
296
Clearstead Advisors
Ohio
-$201 -3 Closed
HIA
297
HFM Investment Advisors
New Jersey
-$134 -2 Closed