Hedge Funds with Most Holdings — Q1 2026

Funds ranked by total number of unique stock positions. Funds with many holdings tend to be large diversified managers or index-oriented investors.

#FundPortfolio ValueHoldings
1IFP Advisors, Inc$2.4T4937
2GAMMA Investing LLC$625.0B4013
3SIGNATUREFD, LLC$2.5T3388
4Sterling Capital Management LLC$1.3T3168
5Versant Capital Management, Inc$586.9B2757
6SG Americas Securities, LLC$92.7B2740
7Janney Montgomery Scott LLC$40.4B2705
8State of Alaska, Department of Revenue$9.2B2184
9Merit Financial Group, LLC$6.7T2095
10JFS WEALTH ADVISORS, LLC$1.1T1872
11MATHER GROUP, LLC.$7.8T1871
12FARMERS & MERCHANTS INVESTMENTS INC$1.1T1751
13KESTRA PRIVATE WEALTH SERVICES, LLC$3.2T1743
14North Star Investment Management Corp.$684.4B1685
15Capital Advisors, Ltd. LLC$877.9M1544
16EXCHANGE TRADED CONCEPTS, LLC$6.6T1508
17PARK AVENUE SECURITIES LLC$12.8B1505
18GHP Investment Advisors, Inc.$778.5B1424
19Prospera Financial Services Inc$2.5T1404
20HIGHLINE WEALTH PARTNERS LLC$190.0B1285
21Perigon Wealth Management, LLC$2.3T1279
22WEDBUSH SECURITIES INC$3.4B1228
23HARBOR INVESTMENT ADVISORY, LLC$271.8B1217
24Sowell Financial Services LLC$1.2T1114
25OPPENHEIMER ASSET MANAGEMENT INC.$2.9T1106
26Inspire Investing, LLC$616.5B1098
27Wealthcare Advisory Partners LLC$3.2T1062
28Ares Financial Consulting, LLC$61.1B1059
29Diversified Trust Co$1.6T1028
30RFG Advisory, LLC$4.3T1025
31BROWN, LISLE/CUMMINGS, INC.$101.3B1016
32Kohmann Bosshard Financial Services, LLC$887.5B986
33Quaker Wealth Management, LLC$140.5B969
34Financial Management Professionals, Inc.$573.2B959
35Dynamic Advisor Solutions LLC$1.7T952
36Retirement Systems of Alabama$9.4T945
37Trust Co$533.1B904
38Composition Wealth, LLC$4.2T878
39TRUST CO OF TOLEDO NA /OH/$192.7B852
40Oakworth Capital, Inc.$815.4B846
41Investors Research Corp$359.5B840
42Avior Wealth Management, LLC$1.9T820
43Marquette Asset Management, LLC$413.4B790
44Essex Financial Services, Inc.$619.1B786
45BEACON INVESTMENT ADVISORY SERVICES, INC.$564.1B780
46J.W. COLE ADVISORS, INC.$1.1T777
47Sumitomo Mitsui DS Asset Management Company, Ltd$2.3T768
48NATIONS FINANCIAL GROUP INC, /IA/ /ADV$809.3B768
49Tradewinds Capital Management, LLC$386.9B712
50Aspect Partners, LLC$145.1B706
51Capital Investment Advisors, LLC$3.5T690
52GATEWAY INVESTMENT ADVISERS LLC$1.2T683
53Washington Trust Advisors, Inc.$243.3B680
54CWA Asset Management Group, LLC$1.1T642
55SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$2.2T640
56Pure Financial Advisors, LLC$4.9T569
57TOMPKINS FINANCIAL CORP$376.7B561
58ADIRONDACK TRUST CO$64.6B533
59Byrne Asset Management LLC$50.2B531
60ATWOOD & PALMER INC$820.3B527
61Trust Point Inc.$425.6B518
62First Heartland Consultants, Inc.$882.7B516
63Mesirow Financial Investment Management, Inc.$1.9T514
64Moisand Fitzgerald Tamayo, LLC$760.6B508
65USS Investment Management Ltd$8.4T507
66FOUNDERS FINANCIAL SECURITIES LLC$910.9B493
67PARSONS CAPITAL MANAGEMENT INC/RI$518.5B486
68Roble, Belko & Company, Inc$786.5M483
69THOMPSON INVESTMENT MANAGEMENT, INC.$334.9B476
70Community Financial Services Group, LLC$100.8B453
71Oak Thistle LLC$491.7B451
72Joel Isaacson & Co., LLC$418.8B450
73Pacifica Partners Inc.$104.1B448
74MJT & Associates Financial Advisory Group, Inc.$59.2B439
75NAPLES GLOBAL ADVISORS, LLC$466.3B439
76Kozak & Associates, Inc.$111.7B437
77LVW Advisors, LLC$542.0B433
78GRIMES & Co WEALTH MANAGEMENT, LLC$1.5T429
79VISION FINANCIAL MARKETS LLC$27.3B423
80Perpetual Ltd$2.8T422
81Gradient Investments LLC$3.8T417
82FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$5.6T416
83Coastline Trust Co$268.4B407
84LexAurum Advisors, LLC$440.6B396
85FOSTER & MOTLEY INC$1.9B393
86WestEnd Advisors, LLC$1.8T390
87Boston Trust Walden Corp$3.8T386
88Redhawk Wealth Advisors, Inc.$493.9B385
89COURIER CAPITAL LLC$729.1B384
90Cranbrook Wealth Management, LLC$213.3B383
91Clean Yield Group$108.3B382
92Acropolis Investment Management, LLC$1.3T381
93Formidable Asset Management, LLC$224.9B380
94West Branch Capital LLC$23.8B375
95Plancorp, LLC$2.4T374
96NorthAvenue LLC$114.4B373
97Annex Advisory Services, LLC$3.0T371
98Chesley Taft & Associates LLC$538.7B369
99ARCADIA INVESTMENT MANAGEMENT CORP/MI$101.3B366
100Magnus Financial Group LLC$699.5B365

Data sourced from SEC 13F filings for Q1 2026. Filings are delayed up to 45 days after quarter end.

Related Rankings

Frequently Asked Questions

What counts as a "holding"?

Each unique stock (CUSIP) reported in a fund's 13F filing counts as one holding. Options (puts and calls) on the same stock are counted separately.

When is this data updated?

13F filings are due 45 days after each quarter end. Data is updated as new filings become available.