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Trimble

774 hedge funds and large institutions have $14.3B invested in Trimble in 2026 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 289 increasing their positions, 259 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 259

3% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $16.6M

4% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 112

1.73% less ownership

Funds ownership: 95.65%93.92% (-1.7%)

3% less funds holding

Funds holding: 795774 (-21)

20% less capital invested

Capital invested by funds: $17.8B → $14.3B (-$3.5B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
774
Holders Change
-21
Holders Change %
-2.64%
% of All Funds
9.53%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.07%
New
107
Increased
289
Reduced
259
Closed
112
Calls
$16.1M
Puts
$16.6M
Net Calls
-$522K
Net Calls Change
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
751
Montag & Associates
Georgia
$848 -$140K -2,018 -99%
Optiver Holding
752
Optiver Holding
Netherlands
$848 +$903 +13 New
WSFG
753
Wall Street Financial Group
Illinois
$848 +$903 +13 New
KCM
754
Key Capital Management
Tennessee
$783 +$834 +12 New
1CP
755
1015 Capital Partners
Pennsylvania
$718
VWM
756
Vermillion Wealth Management
Minnesota
$718 +$764 +11 New
HWP
757
Highline Wealth Partners
California
$587
DCM
758
Davis Capital Management
Florida
$587 +$625 +9 New
HIA
759
HFM Investment Advisors
New Jersey
$522 -$139 -2 -20%
HFS
760
Hughes Financial Services
Virginia
$522 -$69 -1 -11%
BIM
761
Breakwater Investment Management
Washington
$522 +$556 +8 New
T
762
Tidemark
California
$522 +$556 +8 New
FPF
763
First Pacific Financial
Washington
$392 +$417 +6 New
JWM
764
JPL Wealth Management
Colorado
$392 +$417 +6 New
TC
765
Trust Company
Kansas
$326
IPS
766
Investors Portfolio Services
Washington
$274 -$834 -12 -71%
SA
767
Seneschal Advisors
Washington
$261 -$69 -1 -20%
WA
768
WestEnd Advisors
North Carolina
$261
HIA
769
Harbor Investment Advisory
Maryland
$261 +$278 +4 New
CW
770
Curio Wealth
Maryland
$196 +$208 +3 New
3FI
771
3 Factor Indexing
California
$131 +$139 +2 New
TFM
772
TFC Financial Management
Massachusetts
$66 -$139 -2 -67%
IAAG
773
Innovative Asset Advisors Group
Connecticut
$65 +$69 +1 New
Norges Bank
774
Norges Bank
Norway
-$213M -2,720,271 Closed
FCM
775
Freshford Capital Management
New York
-$14.2M -181,235 Closed