Edgewood Growth Fund-InstEGFIX
13F holders, Q3 2025 (September 30)5holders
1new positions
1sold out
$46.70avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding Edgewood Growth Fund-Inst (EGFIX) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($14.4M), Neville Rodie & Shaw Inc. ($302K) and Grace & White Inc. ($240K).
- Company
- Edgewood Growth Fund-Inst
- Filed as
- ADVISORS INNER CIRCLE FD (Q3 2025)
- CUSIP
- 0075W0759
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $16K |
| Exits | 1 | $7K |
All 13F filers, Q2 2025 → Q3 2025: 340 shares bought and 16,904 shares sold, net −16,564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Fulton Bank, N.A. | 0.50% | Reduce -5.2% | 308,231 | $14.4M |
| Neville Rodie & Shaw Inc. | 0.02% | No change | 6,469 | $302K |
| Grace & White Inc. | 0.04% | No change | 5,138 | $240K |
| Oakworth Capital, Inc. | 0.00% | New | 340 | $16K |
| Coston, McIsaac & Partners | 0.00% | No change | 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.