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Clear Secure

365 hedge funds and large institutions have $3.25B invested in Clear Secure in 2025 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 118 increasing their positions, 135 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 28

133% more call options, than puts

Call options by funds: $87.3M | Put options by funds: $37.4M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more capital invested

Capital invested by funds: $2.77B → $3.25B (+$487M)

12% more funds holding

Funds holding: 325365 (+40)

5.8% less ownership

Funds ownership: 108.05%102.25% (-5.8%)

13% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 135

Holders
365
Holders Change
+40
Holders Change %
+12.31%
% of All Funds
4.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
72
Increased
118
Reduced
135
Closed
28
Calls
$87.3M
Puts
$37.4M
Net Calls
+$49.9M
Net Calls Change
+$17M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Centerpoint Advisors
Massachusetts
$24K -$66 -2 -0.3%
HI
302
Harbour Investments
Wisconsin
$22.4K -$45K -1,359 -67%
IA
303
IFP Advisors
Florida
$21.4K +$20.6K +622 +3,110%
CPG
304
Cornerstone Planning Group
New Jersey
$20.8K +$22.1K +668 New
SL
305
Salomon & Ludwin
Virginia
$20.4K +$21.2K +641 New
QL
306
Quarry LP
New York
$19.7K +$19.6K +590 New
Rockefeller Capital Management
307
Rockefeller Capital Management
New York
$19.2K +$19.1K +576 New
RFS
308
Richardson Financial Services
Massachusetts
$19.1K +$8.78K +265 +86%
PTC
309
Private Trust Company
Ohio
$18.4K -$4.01K -121 -18%
ASN
310
Advisory Services Network
Georgia
$15.8K +$15.7K +473 New
US Bancorp
311
US Bancorp
Minnesota
$15.8K +$398 +12 +3%
AF
312
Allworth Financial
California
$15.6K +$2.82K +85 +22%
FHC
313
First Horizon Corporation
Tennessee
$15.6K +$15.4K +466 New
TIM
314
Tortoise Investment Management
New York
$13.4K +$33 +1 +0.3%
UB
315
UMB Bank
Missouri
$13K +$1.99K +60 +18%
RWS
316
Retirement Wealth Solutions
Wisconsin
$12.9K -$3.05K -92 -19%
EP
317
Essential Partners
California
$12.5K +$5.04K +152 +69%
CIAM
318
Caitong International Asset Management
Hong Kong
$8.28K +$8.22K +248 New
WA
319
WPG Advisers
Maryland
$7.28K
PWMG
320
Private Wealth Management Group
New Jersey
$6.78K
CA
321
Clearstead Advisors
Ohio
$6.78K +$497 +15 +8%
SCM
322
Sterling Capital Management
North Carolina
$6.78K +$33 +1 +0.5%
SWM
323
Spire Wealth Management
Virginia
$6.68K +$6.63K +200 New
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$6.21K +$796 +24 +15%
BBHC
325
Brown Brothers Harriman & Co
New York
$6.01K +$5.97K +180 New