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341 hedge funds and large institutions have $8.34B invested in TPG in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 132 increasing their positions, 94 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 40

48% more call options, than puts

Call options by funds: $23.9M | Put options by funds: $16.2M

40% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 94

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more capital invested

Capital invested by funds: $7.32B → $8.34B (+$1.02B)

7% more funds holding

Funds holding: 318341 (+23)

1.21% less ownership

Funds ownership: 90.85%89.65% (-1.2%)

Holders
341
Holders Change
+23
Holders Change %
+7.23%
% of All Funds
4.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
71
Increased
132
Reduced
94
Closed
40
Calls
$23.9M
Puts
$16.2M
Net Calls
+$7.73M
Net Calls Change
-$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
301
Bessemer Group
New Jersey
$2K
RWS
302
Retirement Wealth Solutions
Wisconsin
$1.98K -$708 -12 -28%
JWA
303
JFS Wealth Advisors
Pennsylvania
$1.72K +$1.59K +27 New
SC
304
SouthState Corp
Florida
$1.66K -$1.18K -20 -43%
RWM
305
Rialto Wealth Management
New York
$1.47K +$118 +2 +10%
PWA
306
Physician Wealth Advisors
Utah
$1.41K +$649 +11 +100%
CH
307
Cromwell Holdings
Wyoming
$1.4K +$1.3K +22 New
EWA
308
EQ Wealth Advisors
Texas
$1.08K +$1K +17 New
CPG
309
Cornerstone Planning Group
New Jersey
$1.07K +$944 +16 +800%
SAM
310
Smartleaf Asset Management
Massachusetts
$1.03K +$236 +4 +33%
UB
311
UMB Bank
Missouri
$1.02K +$236 +4 +33%
SFG
312
Strive Financial Group
Indiana
$1.02K +$944 +16 New
HFS
313
Hantz Financial Services
Michigan
$1K
TFA
314
Transamerica Financial Advisors
Florida
$958 +$472 +8 +114%
FFO
315
Fortitude Family Office
Arizona
$958 +$885 +15 New
TPCW
316
TD Private Client Wealth
New York
$894 +$826 +14 New
HFS
317
Hughes Financial Services
Virginia
$766
CFM
318
Cornerstone Financial Management
Massachusetts
$766 +$708 +12 New
SHIM
319
Stone House Investment Management
Pennsylvania
$702 +$649 +11 New
EP
320
Essential Partners
California
$638 +$590 +10 New
IA
321
IFP Advisors
Florida
$638 +$590 +10 New
SIC
322
SJS Investment Consulting
Ohio
$576 +$472 +8 +800%
CIBC Private Wealth Group
323
CIBC Private Wealth Group
Georgia
$511 -$236 -4 -33%
WIM
324
Westside Investment Management
California
$447 +$413 +7 New
DPW
325
DiNuzzo Private Wealth
Pennsylvania
$384 +$177 +3 +100%