244 hedge funds and large institutions have $4.36B invested in TriNet in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 88 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-19
Holders Change %
-7.22%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
98
Reduced
88
Closed
50
Calls
$9.98M
Puts
$4.58M
Net Calls
+$5.41M
Net Calls Change
+$7.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WI
201
Wintrust Investments
Illinois
$20K +$20K +230 New
Nomura Asset Management
202
Nomura Asset Management
Japan
$16.3K
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$16K +$468 +5 +3%
SPIA
204
Steward Partners Investment Advisory
New York
$13.6K
GWM
205
Geneos Wealth Management
Colorado
$13.1K
UB
206
UMB Bank
Missouri
$12.3K
Jones Financial Companies
207
Jones Financial Companies
Missouri
$11.7K +$10.9K +120 +1,333%
WT
208
Whittier Trust
California
$10.2K
PAS
209
Point72 Asia (Singapore)
Singapore
$9.32K -$433K -4,784 -98%
C
210
Covestor
United Kingdom
$9K +$262 +3 +3%
HWM
211
Hemington Wealth Management
Virginia
$8K +$247 +3 +3%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$6.73K +$3.27K +36 +95%
FHA
213
First Horizon Advisors
Tennessee
$6.54K +$5.9K +65 +929%
GI
214
GAMMA Investing
California
$6.17K +$1.63K +18 +36%
S
215
SignatureFD
Georgia
$5.81K +$272 +3 +5%
ETC
216
Exchange Traded Concepts
Oklahoma
$5.54K +$5.54K +61 New
Bessemer Group
217
Bessemer Group
New Jersey
$5K +$2.22K +24 +80%
AssetMark Inc
218
AssetMark Inc
California
$4.27K +$3.27K +36 +327%
BIA
219
Bell Investment Advisors
California
$3.9K -$454 -5 -10%
Mitsubishi UFJ Asset Management
220
Mitsubishi UFJ Asset Management
Japan
$3.57K
PFBT
221
Parkside Financial Bank & Trust
Missouri
$3.18K
SCM
222
Sterling Capital Management
North Carolina
$3K
EBA
223
Eagle Bay Advisors
New York
$2.91K
JWA
224
JFS Wealth Advisors
Pennsylvania
$2.54K -$182 -2 -7%
HI
225
Harbour Investments
Wisconsin
$2.54K