Edgewood Growth Fund-InstEGFIX
13F holders, Q1 2025 (March 31)4holders −2
1new positions
3sold out
$40.84avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Edgewood Growth Fund-Inst (EGFIX) in their 13F filings, down 2 from Q4 2024. 1 opened new positions and 3 sold out. The largest holders were Fulton Bank, N.A. ($15.1M), Partners Capital Investment Group, LLP ($3.3M) and Neville Rodie & Shaw Inc. ($264K).
- Company
- Edgewood Growth Fund-Inst
- Filed as
- ADVISORS INNER CIRCLE FD (Q1 2025)
- CUSIP
- 0075W0759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $210K |
| Exits | 3 | $26K |
All 13F filers, Q4 2024 → Q1 2025: 5,138 shares bought and 29,006 shares sold, net −23,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fulton Bank, N.A. | 0.61% | Reduce -7.1% | 370,755 | $15.1M |
| Partners Capital Investment Group, LLP | 0.06% | No change | 81,302 | $3.3M |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 6,469 | $264K |
| Grace & White Inc. | 0.04% | New | 5,138 | $210K |
"% of holder's portfolio" is EGFIX's weight in each manager's 13F, not the share of Edgewood Growth Fund-Inst the manager owns.