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NCR Voyix

296 hedge funds and large institutions have $1.57B invested in NCR Voyix in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 92 increasing their positions, 87 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 42

6% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 87

0.35% less ownership

Funds ownership: 111.31%110.96% (-0.35%)

1% less funds holding

Funds holding: 299296 (-3)

19% less capital invested

Capital invested by funds: $1.93B → $1.57B (-$363M)

21% less call options, than puts

Call options by funds: $570K | Put options by funds: $721K

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
296
Holders Change
-3
Holders Change %
-1%
% of All Funds
3.6%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.06%
New
45
Increased
92
Reduced
87
Closed
42
Calls
$570K
Puts
$721K
Net Calls
-$151K
Net Calls Change
-$371K
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
226
International Assets Investment Management
Florida
$1.65K +$1.76K +162 New
TC
227
Truvestments Capital
Florida
$1.53K
FCAS
228
First Command Advisory Services
Texas
$1.53K +$1.63K +150 New
QCG
229
Quadrant Capital Group
Ohio
$1.38K -$1.62K -149 -52%
BWL
230
Bogart Wealth LLC
Virginia
$1.37K
FGA
231
Fortis Group Advisors
New Jersey
$1.28K
BBHC
232
Brown Brothers Harriman & Co
New York
$1.26K
EPG
233
Estate Planners Group
Pennsylvania
$1.24K +$1.32K +122 New
S
234
SignatureFD
Georgia
$1.21K -$11.4K -1,046 -90%
CT
235
Caldwell Trust
Florida
$1.17K
CIBC Private Wealth Group
236
CIBC Private Wealth Group
Georgia
$1.12K +$597 +55 +100%
IA
237
IFP Advisors
Florida
$1.11K
SGK
238
Steigerwald Gordon & Koch
Virginia
$1.02K
LGWM
239
Litman Gregory Wealth Management
California
$1.02K +$1.09K +100 New
SWA
240
SOA Wealth Advisors
New York
$1K
T. Rowe Price Investment Management
241
T. Rowe Price Investment Management
Maryland
$1K
LFG
242
Larson Financial Group
Missouri
$918
SS
243
SBI Securities
Japan
$918 +$869 +80 +800%
AF
244
Advisornet Financial
Minnesota
$908
PWMG
245
Prestige Wealth Management Group
New Jersey
$908
CFFP
246
Center for Financial Planning
Michigan
$898 +$956 +88 New
FHA
247
Flagship Harbor Advisors
Massachusetts
$867 +$923 +85 New
MCI
248
MRP Capital Investments
Georgia
$827
LWM
249
Lodestone Wealth Management
Washington
$806 +$858 +79 New
SA
250
Scarborough Advisors
Maryland
$775