AXXCESS WEALTH MANAGEMENT, LLC has opened a new $13.6M position in $CLOI, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $CLOI.
$CLOI Hedge Fund Activity
We have seen 109 institutional investors add shares of $CLOI stock to their portfolio, and 72 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ORION PORFOLIO SOLUTIONS, LLC added 617,259 shares (+9395.1%) to their portfolio in Q3 2025, for an estimated $32,776,452
- BROOKSTONE CAPITAL MANAGEMENT removed 308,695 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $16,302,182
- LPL FINANCIAL LLC added 294,760 shares (+22.4%) to their portfolio in Q3 2025, for an estimated $15,651,756
- OCEAN PARK ASSET MANAGEMENT, LLC removed 265,100 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $13,999,931
- AXXCESS WEALTH MANAGEMENT, LLC added 257,195 shares (+inf%) to their portfolio in Q4 2025, for an estimated $13,582,467
- MONETA GROUP INVESTMENT ADVISORS LLC added 219,342 shares (+inf%) to their portfolio in Q3 2025, for an estimated $11,647,060
- FERGUSON SHAPIRO LLC removed 193,136 shares (-71.9%) from their portfolio in Q4 2025, for an estimated $10,199,512
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $CLOI ticker page for more data.
