CIVI (CIVI) Institutional Ownership Changes & 13F Activity
CIVI. Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Canada Pension Plan Investment Board, Kimmeridge Energy Management Company, Llc, Aristeia Capital, L.L.C., Millennium Management Llc, and Aqr Capital Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cornerstone Financial Management Llc | Buy | +62 | — | 62 | $1.68K | Q4 2025 | Aug 28, 2026 |
| Redwood Investment Management, Llc | Buy | +89,387 | — | 89,387 | $2.42K | Q4 2025 | Aug 26, 2026 |
| Advisors Asset Management, Inc. | Sell | -86,996 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Expect Equity Llc | Buy | +55,080 | — | 55,080 | $1.49M | Q4 2025 | Aug 19, 2026 |
| Ensign Peak Advisors, Inc | Sell | -15,242 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 18, 2026 |
| Algert Global Llc | Buy | +376,316 | — | 376,316 | $10.19M | Q4 2025 | Aug 11, 2026 |
| Independent Financial Group, Llc | Sell | -9,700 | -19.1% | 41,000 | $1.11M | Q4 2025 | May 15, 2026 |
| Hsbc Holdings Plc | Buy | +28,791 | — | 28,791 | $779.12K | Q4 2025 | Mar 06, 2026 |
| Shp Wealth Management | Buy | +26 | — | 26 | $704.00 | Q4 2025 | Mar 04, 2026 |
| Midfirst Bank | Buy | +79 | — | 79 | $2.14K | Q4 2025 | Feb 25, 2026 |
| Bell Investment Advisors, Inc | Buy | +358 | — | 358 | $9.70K | Q4 2025 | Feb 24, 2026 |
| Mv Capital Management, Inc. | Sell | -87 | -29.5% | 208 | $5.63K | Q4 2025 | Feb 23, 2026 |
| Sunbelt Securities, Inc. | Buy | +45 | — | 45 | $1.22K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +22,448 | — | 22,448 | $608.12K | Q4 2025 | Feb 19, 2026 |
| Vident Advisory, Llc | Buy | +38,888 | — | 38,888 | $1.05M | Q4 2025 | Feb 18, 2026 |
| First Citizens Bank & Trust Co | Buy | +29,318 | — | 29,318 | $794.22K | Q4 2025 | Feb 18, 2026 |
| Raymond James Financial Inc | Buy | +21,784 | — | 21,784 | $590.14K | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +21,777 | — | 21,777 | $589.95K | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +9,672 | — | 9,672 | $262.00K | Q4 2025 | Feb 18, 2026 |
| Mackenzie Financial Corp | Buy | +8,999 | — | 8,999 | $244.74K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +118 | — | 118 | $3.20K | Q4 2025 | Feb 18, 2026 |
| Garton & Associates Financial Advisors Llc | Buy | +102 | — | 102 | $2.76K | Q4 2025 | Feb 18, 2026 |
| Canada Pension Plan Investment Board | Buy | +9,524,201 | — | 9,524,201 | $258.01M | Q4 2025 | Feb 17, 2026 |
| Kimmeridge Energy Management Company, Llc | Buy | +5,011,771 | — | 5,011,771 | $135.77M | Q4 2025 | Feb 17, 2026 |
| Aristeia Capital, L.L.C. | Buy | +4,081,641 | — | 4,081,641 | $110.57M | Q4 2025 | Feb 17, 2026 |
| Millennium Management Llc | Buy | +3,872,183 | — | 3,872,183 | $104.90M | Q4 2025 | Feb 17, 2026 |
| Aqr Capital Management Llc | Buy | +1,664,620 | — | 1,664,620 | $45.09M | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, Llc | Buy | +1,244,802 | — | 1,244,802 | $33.72M | Q4 2025 | Feb 17, 2026 |
| Adage Capital Partners Gp, L.L.C. | Buy | +1,200,000 | — | 1,200,000 | $32.51M | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +951,114 | — | 951,114 | $25.77M | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about CIVI activity
Which institutional owners are buying CIVI?
Institutional owners buying CIVI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CIVI activity?
"Buy" means an investor increased their reported position in CIVI compared to the prior reporting period. This reflects growing exposure to CIVI rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CIVI increasing?
Institutional interest in CIVI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.