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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
UB
201
UMB Bank
Missouri
$6.78K -$804 -74 -10%
Jones Financial Companies
202
Jones Financial Companies
Missouri
$6.27K +$1.73K +159 +35%
SPIA
203
Steward Partners Investment Advisory
New York
$6.04K
AAM
204
Advisors Asset Management
Colorado
$5.79K +$87 +8 +1%
HNB
205
Huntington National Bank
Ohio
$5.32K +$630 +58 +13%
DJSG
206
D.J. St. Germain
Massachusetts
$5.1K -$543 -50 -9%
DPW
207
DiNuzzo Private Wealth
Pennsylvania
$5.03K -$33 -3 -0.6%
AUB
208
Atlantic Union Bankshares
Virginia
$4.9K
US Bancorp
209
US Bancorp
Minnesota
$3.76K -$1.17K -108 -23%
CIA
210
Cape Investment Advisory
Georgia
$3.6K +$3.31K +305 New
PA
211
Parallel Advisors
California
$3.58K -$76 -7 -2%
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$3.16K
SAM
213
Smartleaf Asset Management
Massachusetts
$3.14K
WB
214
Webster Bank
Connecticut
$2.98K
AAP
215
Arax Advisory Partners
Colorado
$2.89K -$12K -1,108 -80%
GAFA
216
Garton & Associates Financial Advisors
Kentucky
$2.71K +$2.89K +266 New
AAG
217
Armstrong Advisory Group
Massachusetts
$2.27K
SWM
218
SHP Wealth Management
Massachusetts
$2.08K +$2.22K +204 New
FFA
219
Farther Finance Advisors
California
$1.94K -$3.63K -334 -64%
RIL
220
Rothschild Investment LLC
Illinois
$1.94K -$923 -85 -31%
VCM
221
Versant Capital Management
Arizona
$1.93K -$1.98K -182 -49%
RFP
222
Root Financial Partners
California
$1.93K -$652 -60 -24%
EWA
223
EverSource Wealth Advisors
Alabama
$1.83K +$750 +69 +63%
AG
224
AmeriFlex Group
Nevada
$1.74K +$945 +87 +104%
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$1.67K -$206 -19 -10%