New Positions
4 managers initiated
Top five by reported value
CNFinance Holdings Ltd NEW YORK STOCK EXCHANGE, INC.:CNF
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
4 new3 added7 reduced0 exited
Total Institutional Holders
14
as of 2025-12-31
Top Holder
GAGNON SECURITIES LLC
$1.9M
Largest QoQ Increase
MORGAN STANLEY
+434 sh
Largest QoQ Decrease
BANK OF AMERICA CORP /DE/
-966 sh
New Positions(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Rachor Investment Advisory Services, LLC | 54 | +54 | $327 | +$327 | — |
| BNP PARIBAS ARBITRAGE, SNC | 14 | +14 | $85 | +$85 | — |
| Allworth Financial LP | 7 | +7 | $30 | +$30 | — |
| BlackRock, Inc. | 2 | +2 | $12 | +$12 | — |
Added To(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 1,370 | +434 | $8.3K | +$4.4K | 46.4% |
| JPMORGAN CHASE & CO | 259 | +234 | $1.6K | +$1.5K | 936.0% |
| UBS Group AG | 118 | +116 | $714 | +$706 | 5800.0% |
Reduced(7)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GAGNON SECURITIES LLC | 316,853 | -348 | $1.9M | +$587.9K | -0.1% |
| Paloma Partners Management Co | 305,337 | 0 | $1.8M | +$567.9K | 0.0% |
| Gagnon Advisors, LLC | 80,359 | 0 | $486.2K | +$149.5K | 0.0% |
| BANK OF AMERICA CORP /DE/ | 7 | -966 | $42 | -$4.0K | -99.3% |
| ADVISOR GROUP HOLDINGS, INC. | 42 | 0 | $254 | +$79 | 0.0% |
| Morton Brown Family Wealth, LLC | 25 | 0 | $151 | +$46 | 0.0% |
| Harbor Asset Planning, Inc. | 15 | 0 | $91 | +$28 | 0.0% |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| GAGNON SECURITIES LLC | 316,853 | $1.9M | -348 | -0.1% |
| Paloma Partners Management Co | 305,337 | $1.8M | 0 | 0.0% |
| Gagnon Advisors, LLC | 80,359 | $486.2K | 0 | 0.0% |
| MORGAN STANLEY | 1,370 | $8.3K | +434 | 46.4% |
| JPMORGAN CHASE & CO | 259 | $1.6K | +234 | 936.0% |
| UBS Group AG | 118 | $714 | +116 | 5800.0% |
| Rachor Investment Advisory Services, LLC | 54 | $327 | +54 | — |
| ADVISOR GROUP HOLDINGS, INC. | 42 | $254 | 0 | 0.0% |
| Morton Brown Family Wealth, LLC | 25 | $151 | 0 | 0.0% |
| Harbor Asset Planning, Inc. | 15 | $91 | 0 | 0.0% |
| BNP PARIBAS ARBITRAGE, SNC | 14 | $85 | +14 | — |
| BANK OF AMERICA CORP /DE/ | 7 | $42 | -966 | -99.3% |
| Allworth Financial LP | 7 | $30 | +7 | — |
| BlackRock, Inc. | 2 | $12 | +2 | — |
New & Closed Positions this quarter
Closed Positions
0 managers exited
Top five by prior-quarter value
No managers exited their positions this quarter.
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for CNF against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.