HoldingsChannel.com
Funds Holding HFXI

On this page, we present all of the funds holding HFXI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HFXI, with a link to that fund's top holdings. The next columns indicate the amount of HFXI stock held by each of the funds holding HFXI, followed by the HFXI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 56 funds holding HFXI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by New York Life Investment Management LLC. For more details on the positions held by New York Life Investment Management LLC (or by any of the other funds holding HFXI), click the fund name in the "Holder" column of the funds-holding-HFXI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
New York Life Investment Management LLC4,637,369$115,331 12/31/2023
     HFXI4,637,369$115,331 12/31/2023
Morgan Stanley2,507,218$62,355 12/31/2023
     HFXI2,507,218$62,355 12/31/2023
UBS Group AG1,468,521$36,522 12/31/2023
     HFXI1,468,521$36,522 12/31/2023
Raymond James Financial Services Advisors Inc.1,015,780$27,253 03/31/2024
     HFXI1,015,780$27,253 03/31/2024
Ameriprise Financial Inc.1,001,611$24,907 12/31/2023
     HFXI1,001,611$24,907 12/31/2023
Bank of America Corp DE822,307$20,451 12/31/2023
     HFXI822,307$20,451 12/31/2023
LPL Financial LLC771,604$19,190 12/31/2023
     HFXI771,604$19,190 12/31/2023
Flynn Zito Capital Management LLC580,558$14,438 12/31/2023
     HFXI580,558$14,438 12/31/2023
WESPAC Advisors SoCal LLC443,397$11,896 03/31/2024
     HFXI443,397$11,896 03/31/2024
Jane Street Group LLC317,934$7,907 12/31/2023
     HFXI317,934$7,907 12/31/2023
Raymond James & Associates268,507$7,204 03/31/2024
     HFXI268,507$7,204 03/31/2024
Northwestern Mutual Wealth Management Co.260,787$6,486 12/31/2023
     HFXI260,787$6,486 12/31/2023
Gladstone Institutional Advisory LLC259,826$6,462 12/31/2023
     HFXI259,826$6,462 12/31/2023
Royal Bank of Canada247,573$6,157 12/31/2023
     HFXI247,573$6,157 12/31/2023
Mason & Associates Inc186,594$5,006 03/31/2024
     HFXI186,594$5,006 03/31/2024
Marino Stram & Associates LLC173,663$4,659 03/31/2024
     HFXI173,663$4,659 03/31/2024
Cornerstone Wealth Management LLC164,436$4,412 03/31/2024
     HFXI164,436$4,412 03/31/2024
Concurrent Investment Advisors LLC142,656$3,548 12/31/2023
     HFXI142,656$3,548 12/31/2023
Waterloo Capital L.P.119,128$2,963 12/31/2023
     HFXI119,128$2,963 12/31/2023
Commonwealth Equity Services LLC113,888$2,832 12/31/2023
     HFXI113,888$2,832 12/31/2023
Advisor Group Holdings Inc.104,443$2,598 12/31/2023
     HFXI104,443$2,598 12/31/2023
HighTower Advisors LLC100,571$2,494 12/31/2023
     HFXI100,571$2,494 12/31/2023
WESCAP Management Group Inc.85,126$2,117 12/31/2023
     HFXI85,126$2,117 12/31/2023
Wiser Advisor Group LLC84,529$2,102 12/31/2023
     HFXI84,529$2,102 12/31/2023
Equitable Holdings Inc.80,033$1,990 12/31/2023
     HFXI80,033$1,990 12/31/2023
Private Advisor Group LLC77,389$1,925 12/31/2023
     HFXI77,389$1,925 12/31/2023
OLD Mission Capital LLC71,507$1,778 12/31/2023
     HFXI71,507$1,778 12/31/2023
Revisor Wealth Management LLC64,727$1,672 03/31/2024
     HFXI64,727$1,672 03/31/2024
Thoroughbred Financial Services LLC59,537$1,480 12/31/2023
     HFXI59,537$1,480 12/31/2023
Mariner LLC57,835$1,438 12/31/2023
     HFXI57,835$1,438 12/31/2023
Citadel Advisors LLC38,827$966 12/31/2023
     HFXI38,827$966 12/31/2023
NewEdge Wealth LLC29,613$736 12/31/2023
     HFXI29,613$736 12/31/2023
Steward Partners Investment Advisory LLC27,887$694 12/31/2023
     HFXI27,887$694 12/31/2023
Lodestar Private Asset Management LLC25,517$685 03/31/2024
     HFXI25,517$685 03/31/2024
Trademark Financial Management LLC27,440$682 12/31/2023
     HFXI27,440$682 12/31/2023
Cerity Partners LLC19,564$487 12/31/2023
     HFXI19,564$487 12/31/2023
D.A. Davidson & CO.19,499$485 12/31/2023
     HFXI19,499$485 12/31/2023
JPMorgan Chase & Co.18,916$470 12/31/2023
     HFXI18,916$470 12/31/2023
Insight Advisors LLC PA18,590$462 12/31/2023
     HFXI18,590$462 12/31/2023
Aspire Wealth Management Corp11,612$289 12/31/2023
     HFXI11,612$289 12/31/2023
Lincoln National Corp11,407$284 12/31/2023
     HFXI11,407$284 12/31/2023
Citigroup Inc.9,178$228 12/31/2023
     HFXI9,178$228 12/31/2023
Hamilton Wealth LLC8,978$223 12/31/2023
     HFXI8,978$223 12/31/2023
Wells Fargo & Company MN8,935$222 12/31/2023
     HFXI8,935$222 12/31/2023
WESPAC Advisors LLC7,700$207 03/31/2024
     HFXI7,700$207 03/31/2024
PSI Advisors LLC4,569$123 03/31/2024
     HFXI4,569$123 03/31/2024
Comerica Bank4,807$120 12/31/2023
     HFXI4,807$120 12/31/2023
Ancora Advisors LLC4,072$101 12/31/2023
     HFXI4,072$101 12/31/2023
Private Trust Co. NA1,044$28 03/31/2024
     HFXI1,044$28 03/31/2024
Spire Wealth Management800$21 03/31/2024
     HFXI800$21 03/31/2024
Principal Securities Inc.615$15 12/31/2023
     HFXI615$15 12/31/2023
Investors Research Corp605$15 12/31/2023
     HFXI605$15 12/31/2023
AdvisorNet Financial Inc420$11 03/31/2024
     HFXI420$11 03/31/2024
FMR LLC413$10 12/31/2023
     HFXI413$10 12/31/2023
Harbour Investments Inc.236$6 12/31/2023
     HFXI236$6 12/31/2023
Tsfg LLC185$5 03/31/2024
     HFXI185$5 03/31/2024
Proequities Inc.0$0 12/31/2023
     HFXI0$0 12/31/2023

See Summary: Institutional Holders of HFXI
See Details: Top 10 Hedge Funds Holding HFXI
Also See: HFXI Holdings Changes

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