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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
New York Life Investment Management LLC | 4,637,369 | $115,331 | 12/31/2023 |
HFXI | 4,637,369 | $115,331 | 12/31/2023 |
Morgan Stanley | 2,507,218 | $62,355 | 12/31/2023 |
HFXI | 2,507,218 | $62,355 | 12/31/2023 |
UBS Group AG | 1,468,521 | $36,522 | 12/31/2023 |
HFXI | 1,468,521 | $36,522 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 1,015,780 | $27,253 | 03/31/2024 |
HFXI | 1,015,780 | $27,253 | 03/31/2024 |
Ameriprise Financial Inc. | 1,001,611 | $24,907 | 12/31/2023 |
HFXI | 1,001,611 | $24,907 | 12/31/2023 |
Bank of America Corp DE | 822,307 | $20,451 | 12/31/2023 |
HFXI | 822,307 | $20,451 | 12/31/2023 |
LPL Financial LLC | 771,604 | $19,190 | 12/31/2023 |
HFXI | 771,604 | $19,190 | 12/31/2023 |
Flynn Zito Capital Management LLC | 580,558 | $14,438 | 12/31/2023 |
HFXI | 580,558 | $14,438 | 12/31/2023 |
WESPAC Advisors SoCal LLC | 443,397 | $11,896 | 03/31/2024 |
HFXI | 443,397 | $11,896 | 03/31/2024 |
Jane Street Group LLC | 317,934 | $7,907 | 12/31/2023 |
HFXI | 317,934 | $7,907 | 12/31/2023 |
Raymond James & Associates | 268,507 | $7,204 | 03/31/2024 |
HFXI | 268,507 | $7,204 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 260,787 | $6,486 | 12/31/2023 |
HFXI | 260,787 | $6,486 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 259,826 | $6,462 | 12/31/2023 |
HFXI | 259,826 | $6,462 | 12/31/2023 |
Royal Bank of Canada | 247,573 | $6,157 | 12/31/2023 |
HFXI | 247,573 | $6,157 | 12/31/2023 |
Mason & Associates Inc | 186,594 | $5,006 | 03/31/2024 |
HFXI | 186,594 | $5,006 | 03/31/2024 |
Marino Stram & Associates LLC | 173,663 | $4,659 | 03/31/2024 |
HFXI | 173,663 | $4,659 | 03/31/2024 |
Cornerstone Wealth Management LLC | 164,436 | $4,412 | 03/31/2024 |
HFXI | 164,436 | $4,412 | 03/31/2024 |
Concurrent Investment Advisors LLC | 142,656 | $3,548 | 12/31/2023 |
HFXI | 142,656 | $3,548 | 12/31/2023 |
Waterloo Capital L.P. | 119,128 | $2,963 | 12/31/2023 |
HFXI | 119,128 | $2,963 | 12/31/2023 |
Commonwealth Equity Services LLC | 113,888 | $2,832 | 12/31/2023 |
HFXI | 113,888 | $2,832 | 12/31/2023 |
Advisor Group Holdings Inc. | 104,443 | $2,598 | 12/31/2023 |
HFXI | 104,443 | $2,598 | 12/31/2023 |
HighTower Advisors LLC | 100,571 | $2,494 | 12/31/2023 |
HFXI | 100,571 | $2,494 | 12/31/2023 |
WESCAP Management Group Inc. | 85,126 | $2,117 | 12/31/2023 |
HFXI | 85,126 | $2,117 | 12/31/2023 |
Wiser Advisor Group LLC | 84,529 | $2,102 | 12/31/2023 |
HFXI | 84,529 | $2,102 | 12/31/2023 |
Equitable Holdings Inc. | 80,033 | $1,990 | 12/31/2023 |
HFXI | 80,033 | $1,990 | 12/31/2023 |
Private Advisor Group LLC | 77,389 | $1,925 | 12/31/2023 |
HFXI | 77,389 | $1,925 | 12/31/2023 |
OLD Mission Capital LLC | 71,507 | $1,778 | 12/31/2023 |
HFXI | 71,507 | $1,778 | 12/31/2023 |
Revisor Wealth Management LLC | 64,727 | $1,672 | 03/31/2024 |
HFXI | 64,727 | $1,672 | 03/31/2024 |
Thoroughbred Financial Services LLC | 59,537 | $1,480 | 12/31/2023 |
HFXI | 59,537 | $1,480 | 12/31/2023 |
Mariner LLC | 57,835 | $1,438 | 12/31/2023 |
HFXI | 57,835 | $1,438 | 12/31/2023 |
Citadel Advisors LLC | 38,827 | $966 | 12/31/2023 |
HFXI | 38,827 | $966 | 12/31/2023 |
NewEdge Wealth LLC | 29,613 | $736 | 12/31/2023 |
HFXI | 29,613 | $736 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 27,887 | $694 | 12/31/2023 |
HFXI | 27,887 | $694 | 12/31/2023 |
Lodestar Private Asset Management LLC | 25,517 | $685 | 03/31/2024 |
HFXI | 25,517 | $685 | 03/31/2024 |
Trademark Financial Management LLC | 27,440 | $682 | 12/31/2023 |
HFXI | 27,440 | $682 | 12/31/2023 |
Cerity Partners LLC | 19,564 | $487 | 12/31/2023 |
HFXI | 19,564 | $487 | 12/31/2023 |
D.A. Davidson & CO. | 19,499 | $485 | 12/31/2023 |
HFXI | 19,499 | $485 | 12/31/2023 |
JPMorgan Chase & Co. | 18,916 | $470 | 12/31/2023 |
HFXI | 18,916 | $470 | 12/31/2023 |
Insight Advisors LLC PA | 18,590 | $462 | 12/31/2023 |
HFXI | 18,590 | $462 | 12/31/2023 |
Aspire Wealth Management Corp | 11,612 | $289 | 12/31/2023 |
HFXI | 11,612 | $289 | 12/31/2023 |
Lincoln National Corp | 11,407 | $284 | 12/31/2023 |
HFXI | 11,407 | $284 | 12/31/2023 |
Citigroup Inc. | 9,178 | $228 | 12/31/2023 |
HFXI | 9,178 | $228 | 12/31/2023 |
Hamilton Wealth LLC | 8,978 | $223 | 12/31/2023 |
HFXI | 8,978 | $223 | 12/31/2023 |
Wells Fargo & Company MN | 8,935 | $222 | 12/31/2023 |
HFXI | 8,935 | $222 | 12/31/2023 |
WESPAC Advisors LLC | 7,700 | $207 | 03/31/2024 |
HFXI | 7,700 | $207 | 03/31/2024 |
PSI Advisors LLC | 4,569 | $123 | 03/31/2024 |
HFXI | 4,569 | $123 | 03/31/2024 |
Comerica Bank | 4,807 | $120 | 12/31/2023 |
HFXI | 4,807 | $120 | 12/31/2023 |
Ancora Advisors LLC | 4,072 | $101 | 12/31/2023 |
HFXI | 4,072 | $101 | 12/31/2023 |
Private Trust Co. NA | 1,044 | $28 | 03/31/2024 |
HFXI | 1,044 | $28 | 03/31/2024 |
Spire Wealth Management | 800 | $21 | 03/31/2024 |
HFXI | 800 | $21 | 03/31/2024 |
Principal Securities Inc. | 615 | $15 | 12/31/2023 |
HFXI | 615 | $15 | 12/31/2023 |
Investors Research Corp | 605 | $15 | 12/31/2023 |
HFXI | 605 | $15 | 12/31/2023 |
AdvisorNet Financial Inc | 420 | $11 | 03/31/2024 |
HFXI | 420 | $11 | 03/31/2024 |
FMR LLC | 413 | $10 | 12/31/2023 |
HFXI | 413 | $10 | 12/31/2023 |
Harbour Investments Inc. | 236 | $6 | 12/31/2023 |
HFXI | 236 | $6 | 12/31/2023 |
Tsfg LLC | 185 | $5 | 03/31/2024 |
HFXI | 185 | $5 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
HFXI | 0 | $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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