Who owns HFXI (HFXI)
Which tracked institutional funds hold HFXI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HFXI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
28 tracked funds added or opened HFXI while 14 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HFXI’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes HFXI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HFXI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 99 tracked filers holding HFXI, 60 increased or opened the position and 37 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HFXI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- Ameritas Investment Partners, Inc.$12M
- Independent Advisor Alliance$2M
- NorthRock Partners, LLC$2M
- Intentional Wealth Strategies, LLC$2M
- Ameritas Advisory Services, LLC$821K
Full exits 2
- Diversify Advisory Services, LLC$8M
- CITADEL ADVISORS LLC$686K
Largest adds
- MORGAN STANLEY$40M
- AMERIPRISE FINANCIAL INC$35M
- COMMONWEALTH EQUITY SERVICES, LLC$22M
- ROYAL BANK OF CANADA$18M
- LPL Financial LLC$13M
- JANE STREET GROUP, LLC$9M
Largest trims
- BANK OF AMERICA CORP /DE/$23M
- Cerity Partners LLC$5M
- Mariner, LLC$2M
- FLYNN ZITO CAPITAL MANAGEMENT, LLC$966K
- INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$802K
- BLVD Private Wealth, LLC$771K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 5,477,258 | $184M | 16.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 4,698,023 | $158M | 14.5% | 2026-Q1 |
| New York Life Investment Management LLC trimmed | 3,116,330 | $105M | 9.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,470,231 | $83M | 7.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,323,365 | $78M | 7.2% | 2026-Q1 |
| LPL Financial LLC added | 1,818,249 | $61M | 5.6% | 2026-Q1 |
| UBS Group AG added | 1,610,100 | $54M | 5.0% | 2026-Q1 |
| Mariner, LLC trimmed | 1,599,300 | $54M | 4.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 826,923 | $28M | 2.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 719,888 | $24M | 2.2% | 2026-Q1 |
| Mason & Associates Inc added | 656,839 | $21M | 2.0% | 2026-Q1 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed | 584,985 | $20M | 1.8% | 2026-Q1 |
| Landmark Wealth Management, LLC added | 489,573 | $16M | 1.5% | 2026-Q1 |
| Ameritas Investment Partners, Inc. new | 348,013 | $12M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 334,123 | $11M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 324,446 | $11M | 1.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 310,475 | $10M | 1.0% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 292,215 | $10M | 0.9% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 261,279 | $9M | 0.8% | 2026-Q1 |
| MARINO, STRAM & ASSOCIATES LLC added | 250,304 | $8M | 0.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 247,901 | $8M | 0.8% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 242,052 | $8M | 0.7% | 2026-Q1 |
| Cerity Partners LLC trimmed | 233,733 | $8M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 198,008 | $7M | 0.6% | 2026-Q1 |
| Veridan Wealth LLC added | 175,951 | $6M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 142,949 | $5M | 0.4% | 2026-Q1 |
| Prosperity Financial Group, Inc. added | 140,068 | $5M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 137,291 | $5M | 0.4% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 108,284 | $4M | 0.3% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 107,993 | $4M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 100,351 | $3M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 91,193 | $3M | 0.3% | 2026-Q1 |
| Wiser Advisor Group LLC added | 85,561 | $3M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance new | 73,980 | $2M | 0.2% | 2026-Q1 |
| Waterloo Capital, L.P. trimmed | 73,550 | $2M | 0.2% | 2026-Q1 |
| WESCAP Management Group, Inc. | 69,316 | $2M | 0.2% | 2026-Q1 |
| NorthRock Partners, LLC new | 68,582 | $2M | 0.2% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC trimmed | 58,634 | $2M | 0.2% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 56,672 | $2M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 52,662 | $2M | 0.2% | 2026-Q1 |
| Redwood Financial Network Corp trimmed | 53,306 | $2M | 0.2% | 2026-Q1 |
| Intentional Wealth Strategies, LLC new | 52,079 | $2M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 44,972 | $2M | 0.1% | 2026-Q1 |
| TSFG, LLC added | 37,005 | $1M | 0.1% | 2026-Q1 |
| Golden State Wealth Management, LLC trimmed | 36,705 | $1M | 0.1% | 2026-Q1 |
| Fortis Group Advisors, LLC added | 29,379 | $1M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 30,305 | $1M | 0.1% | 2026-Q1 |
| Revisor Wealth Management LLC trimmed | 29,431 | $988K | 0.1% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 28,854 | $969K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 28,185 | $946K | 0.1% | 2026-Q1 |
| Hilton Head Capital Partners, LLC | 26,202 | $880K | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 24,452 | $821K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 24,153 | $811K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 22,230 | $746K | 0.1% | 2026-Q1 |
| Indivisible Partners added | 21,523 | $723K | 0.1% | 2026-Q1 |
| MRP Capital Investments, LLC | 21,000 | $705K | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC | 14,802 | $497K | 0.0% | 2026-Q1 |
| ATTICUS WEALTH MANAGEMENT, LLC added | 14,302 | $480K | 0.0% | 2026-Q1 |
| Integrated Advisors Network LLC added | 13,788 | $463K | 0.0% | 2026-Q1 |
| GGM Financial LLC trimmed | 12,834 | $431K | 0.0% | 2026-Q1 |
| Covenant Asset Management, LLC added | 11,958 | $402K | 0.0% | 2026-Q1 |
| Nova Wealth Management, Inc. added | 10,854 | $364K | 0.0% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 10,843 | $364K | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 10,680 | $359K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 10,452 | $351K | 0.0% | 2026-Q1 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC trimmed | 9,205 | $309K | 0.0% | 2026-Q1 |
| BLVD Private Wealth, LLC trimmed | 8,032 | $270K | 0.0% | 2026-Q1 |
| Kovack Advisors, Inc. added | 7,789 | $267K | 0.0% | 2026-Q1 |
| Trademark Financial Management, LLC added | 7,811 | $262K | 0.0% | 2026-Q1 |
| FMR LLC added | 7,474 | $251K | 0.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP new | 7,038 | $236K | 0.0% | 2026-Q1 |
| CATALYST FINANCIAL PARTNERS LLC new | 6,855 | $230K | 0.0% | 2026-Q1 |
| TFB Advisors LLC new | 6,435 | $216K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 5,913 | $202K | 0.0% | 2026-Q1 |
| Signature Equity Partners, LLC added | 5,000 | $168K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,490 | $117K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 3,012 | $101K | 0.0% | 2026-Q1 |
| WEBSTER BANK, N. A. new | 2,918 | $98K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 1,983 | $67K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC | 1,875 | $63K | 0.0% | 2026-Q1 |
| True Wealth Design, LLC new | 1,850 | $62K | 0.0% | 2026-Q1 |
| CWM, LLC new | 1,696 | $57K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 1,600 | $54K | 0.0% | 2026-Q1 |
| JNBA Financial Advisors trimmed | 1,446 | $49K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,421 | $48K | 0.0% | 2026-Q1 |
| GW&K Investment Management, LLC | 1,340 | $45K | 0.0% | 2026-Q1 |
| Diversify Advisory Services, LLC added | 249,631 | $8M | 0.8% | 2025-Q4 stale |
| CW Advisors, LLC new | 233,216 | $6M | 0.6% | 2025-Q1 stale |
| Cornerstone Wealth Management, LLC added | 187,523 | $6M | 0.5% | 2025-Q2 stale |
| Eldridge Investment Advisors, Inc. added | 126,168 | $3M | 0.3% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 21,149 | $686K | 0.1% | 2025-Q4 stale |
| GTS SECURITIES LLC added | 16,264 | $448K | 0.0% | 2025-Q1 stale |
| Independent Wealth Network Inc. added | 11,197 | $363K | 0.0% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 9,346 | $290K | 0.0% | 2025-Q3 stale |
| Wealthcare Advisory Partners LLC new | 8,264 | $256K | 0.0% | 2025-Q3 stale |
| Savvy Advisors, Inc. new | 7,201 | $223K | 0.0% | 2025-Q3 stale |
| Advisor Resource Council trimmed | 6,400 | $208K | 0.0% | 2025-Q4 stale |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 3,428 | $101K | 0.0% | 2025-Q2 stale |
| COMERICA BANK | 3,012 | $98K | 0.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 1,604 | $52K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.