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Advanced Drainage Systems

545 hedge funds and large institutions have $10.3B invested in Advanced Drainage Systems in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 160 increasing their positions, 214 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 38

9% more funds holding

Funds holding: 498545 (+47)

6% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $30.1M

2% more capital invested

Capital invested by funds: $10.1B → $10.3B (+$216M)

2.08% less ownership

Funds ownership: 93.69%91.61% (-2.1%)

25% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 214

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
545
Holders Change
+47
Holders Change %
+9.44%
% of All Funds
6.63%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
92
Increased
160
Reduced
214
Closed
38
Calls
$31.8M
Puts
$30.1M
Net Calls
+$1.7M
Net Calls Change
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
526
Rialto Wealth Management
New York
$869 +$145 +1 +20%
VWA
527
Valued Wealth Advisors
Utah
$726
SC
528
SouthState Corp
Florida
$725 -$579 -4 -44%
S
529
Sachetta
Massachusetts
$725
CFO
530
CVA Family Office
Colorado
$724
CFM
531
Cornerstone Financial Management
Massachusetts
$724 +$724 +5 New
PWA
532
Physician Wealth Advisors
Utah
$580 +$579 +4 New
BFS
533
Bare Financial Services
Pennsylvania
$579
DF
534
DecisionPoint Financial
Arizona
$435
HIA
535
HFM Investment Advisors
New Jersey
$435
FMP
536
Financial Management Professionals
Texas
$434
UFF
537
USA Financial Formulas
Michigan
$434 +$434 +3 New
MCM
538
MV Capital Management
Maryland
$290
QWM
539
Quaker Wealth Management
New Jersey
$290
UFPG
540
United Financial Planning Group
New York
$290 +$290 +2 New
DF
541
Dunhill Financial
United Kingdom
$223 +$290 +2 New
TFM
542
TFC Financial Management
Massachusetts
$145
AWM
543
Activest Wealth Management
Florida
$145 +$145 +1 New
IAS
544
IMA Advisory Services
Colorado
$144
JGC
545
J. Goldman & Co
New York
-$14.5M -104,802 Closed
Zurich Cantonal Bank
546
Zurich Cantonal Bank
Switzerland
-$10.5M -72,609 Closed
Macquarie Group
547
Macquarie Group
Australia
-$8.37M -60,336 Closed
Capital World Investors
548
Capital World Investors
California
-$8.13M -58,645 Closed
Fisher Asset Management
549
Fisher Asset Management
Washington
-$5.63M -40,607 Closed
LF
550
Lansforsakringar Fondforvaltning
Sweden
-$5.61M -40,427 Closed