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Clear Secure

325 hedge funds and large institutions have $2.77B invested in Clear Secure in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 113 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 321325 (+4)

9% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 113

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
325
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.4M
Puts
$15.5M
Net Calls
Net Calls Change

Top Buyers

1 +$126M
2 +$32.3M
3 +$25.2M
4
First Trust Advisors
First Trust Advisors
Illinois
+$22.4M
5
JG
Jain Global
New York
+$22.2M

Top Sellers

1 -$84.4M
2 -$23.5M
3 -$15.8M
4
N
Nuveen
North Carolina
-$15.1M
5
DSA
Davis Selected Advisers
Arizona
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
276
Sound Income Strategies
Florida
$17.5K
RWS
277
Retirement Wealth Solutions
Wisconsin
$13.3K
US Bancorp
278
US Bancorp
Minnesota
$12.8K
TIM
279
Tortoise Investment Management
New York
$11.1K
AF
280
Allworth Financial
California
$10.6K
UB
281
UMB Bank
Missouri
$9.13K
RFS
282
Richardson Financial Services
Massachusetts
$8.62K
DB
283
Danske Bank
Denmark
$6.19K
WA
284
WPG Advisers
Maryland
$6.05K
PWMG
285
Private Wealth Management Group
New Jersey
$5.64K
SCM
286
Sterling Capital Management
North Carolina
$5.61K
SAM
287
Smartleaf Asset Management
Massachusetts
$5.5K
CA
288
Clearstead Advisors
Ohio
$5.22K
ACM
289
Aster Capital Management
United Arab Emirates
$4.94K
RIL
290
Rothschild Investment LLC
Illinois
$4.86K
MPWT
291
MassMutual Private Wealth & Trust
Connecticut
$4.5K
VWWMG
292
Vermillion & White Wealth Management Group
Pennsylvania
$4.44K
BFS
293
Bare Financial Services
Pennsylvania
$3.69K
TPCW
294
TD Private Client Wealth
New York
$3.55K
BIA
295
Bell Investment Advisors
California
$3.42K
HI
296
Hoey Investments
Pennsylvania
$2.78K
VCM
297
Versant Capital Management
Arizona
$2.72K
FFA
298
Farther Finance Advisors
California
$2.5K
S
299
SignatureFD
Georgia
$2.2K
TPWA
300
Twin Peaks Wealth Advisors
California
$1.67K