Edgewood Growth Fund-InstEGFIX
13F holders, Q2 2025 (June 30)5holders +1
2new positions
1sold out
$47.30avg. 13F price*
At the end of Q2 2025, 5 institutions reported holding Edgewood Growth Fund-Inst (EGFIX) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($15.4M), Neville Rodie & Shaw Inc. ($306K) and Grace & White Inc. ($243K).
- Company
- Edgewood Growth Fund-Inst
- Filed as
- ADVISORS INNER CIRCLE FD (Q2 2025)
- CUSIP
- 0075W0759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $7K |
| Exits | 1 | $3.3M |
All 13F filers, Q1 2025 → Q2 2025: 168 shares bought and 127,073 shares sold, net −126,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Fulton Bank, N.A. | 0.57% | Reduce -12.3% | 324,984 | $15.4M |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 6,469 | $306K |
| Grace & White Inc. | 0.05% | No change | 5,138 | $243K |
| Brooklyn Investment Group | 0.00% | New | 151 | $7K |
| Coston, McIsaac & Partners | 0.00% | New | 17 | $0 |
"% of holder's portfolio" is EGFIX's weight in each manager's 13F, not the share of Edgewood Growth Fund-Inst the manager owns.