245 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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

6% less funds holding

Funds holding: 260245 (-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
245
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
$6.33M
Puts
$4K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
201
Osaic Holdings
Arizona
$12.9K
FHC
202
First Horizon Corporation
Tennessee
$11.9K
PWAM
203
Private Wealth Asset Management
Iowa
$10.9K
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$8.82K
Los Angeles Capital Management
205
Los Angeles Capital Management
California
$8.6K
IA
206
IFP Advisors
Florida
$8.09K
Jones Financial Companies
207
Jones Financial Companies
Missouri
$7.87K
NF
208
Napier Financial
Massachusetts
$7.29K
SAM
209
Smartleaf Asset Management
Massachusetts
$7.09K
SCM
210
Sterling Capital Management
North Carolina
$7.07K
Royal Bank of Canada
211
Royal Bank of Canada
Ontario, Canada
$6K
HNB
212
Huntington National Bank
Ohio
$5.65K
TWD
213
True Wealth Design
Ohio
$5.21K
Barrow, Hanley, Mewhinney & Strauss
214
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.74K
Optiver Holding
215
Optiver Holding
Netherlands
$4.41K
RFP
216
Root Financial Partners
California
$3.83K
KG
217
Kilter Group
New York
$3.46K
WPA
218
Wealth Preservation Advisors
Tennessee
$3.21K
PFBT
219
Parkside Financial Bank & Trust
Missouri
$2.22K
PWMG
220
Private Wealth Management Group
New Jersey
$1.71K
Mitsubishi UFJ Asset Management
221
Mitsubishi UFJ Asset Management
Japan
$1.42K
NS
222
NBC Securities
Alabama
$1.2K
JWM
223
JPL Wealth Management
Colorado
$1.17K
BIA
224
Bell Investment Advisors
California
$1.06K
PWPS
225
Pinnacle Wealth Planning Services
Ohio
$984