Institutional shares held 29.4 Million
0 calls
0 puts
Total value of holdings $946M
$0 calls
$0 puts
# of Institutions 85


Latest Institutional Activity in HFXI

Top Purchases

Q4 2025
Diversify Advisory Services, LLC Shares Held: 250K ($8.04M)
Q4 2025
Capital Investment Advisors, LLC Shares Held: 48.5K ($1.56M)
Q4 2025
Concurrent Investment Advisors, LLC Shares Held: 249K ($8.01M)
Q4 2025
Marino, Stram & Associates LLC Shares Held: 247K ($7.94M)
Q4 2025
Prosperity Financial Group, Inc. Shares Held: 98.4K ($3.17M)

Top Sells

Q4 2025
Farther Finance Advisors, LLC Shares Held: 66K ($2.13M)
Q4 2025
Ubs Group Ag Shares Held: 1.5M ($48.2M)
Q4 2025
Revisor Wealth Management LLC Shares Held: 30.4K ($978K)
Q4 2025
Trademark Financial Management, LLC Shares Held: 7.1K ($229K)
Q3 2025
Ameriprise Financial Inc Shares Held: 3.66M ($118M)

About HFXI

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