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Direct Investment Holdings Group, Inc. hedge fund holdings

FEPI
$43.21+0.36 (+0.84%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

FEPI · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-8.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251312$2.16M$6.48M30Aug 14, 2025
Q3 20252312$11.7M$2.36M38Nov 14, 2025
Q4 20252512$6.43M$5.58M41Feb 14, 2026
Q1 20262013$7.39M$3.29M44May 15, 2026
Q2 20262614$12M$5.8M53Aug 14, 2026

Quarterly action breakdown

Q2 2026
53 filers
New position
13
$7.73M+179K sh
Increased
13
$4.23M+98K sh
Reduced
9
-$3.82M-88.5K sh
Out / sold
5
-$1.98M-45.9K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Navis Wealth Advisors, LLCNew Buy+$2.56M$2.56M0.97%Aug 14, 2026
Institute for Wealth Management, LLC.Sell 100%-$807K$00.00%Jul 28, 2026
Wedbush Securities IncSell 100%-$404K$00.00%Jul 28, 2026
Gladstone Institutional Advisory LLCNew Buy+$345K$345K0.01%Jul 27, 2026
Rossby Financial, LCCNew Buy+$269K$269K0.05%Aug 4, 2026
United Advisor Group, LLCNew Buy+$263K$263K0.03%Jul 29, 2026
Zacks Investment ManagementReduce 17.47%-$251K$1.19M0.01%Aug 13, 2026
PFG Investments, LLCNew Buy+$243K$243K0.01%Jul 23, 2026
Brookstone Capital ManagementNew Buy+$229K$229K0.00%Jul 15, 2026
Brookwood Investment Group LLCReduce 6.59%-$171K$2.43M0.27%Jul 23, 2026
Mutual Advisors, LLCAdded 15.86%+$160K$1.17M0.02%Aug 14, 2026
Tactive Advisors, LLCAdded 8.69%+$98K$1.23M0.30%Jul 9, 2026
Arlington Trust Co LLCNew Buy+$64.7K$64.7K0.01%Jul 7, 2026
Roman Butler Fullerton & CoAdded 13.35%+$62K$526K0.13%Aug 6, 2026
Integrity Alliance, LLC.Added 11.28%+$55.8K$551K0.02%Jul 31, 2026
Tucker Asset Management LLCReduce 22.75%-$30.1K$102K0.03%Aug 27, 2026
Geneos Wealth Management Inc.Added 7.08%+$24.1K$365K0.01%Aug 6, 2026
Sound Income Strategies, LLCAdded 1.68%+$22.8K$1.38M0.06%Jul 20, 2026
Independence Wealth Advisors, LLCAdded 3.50%+$22.2K$657K0.33%Aug 14, 2026
Latitude Advisors, LLCReduce 2.36%-$12.8K$528K0.21%Jul 28, 2026
Global Wealth Strategies & AssociatesSell 100%-$1.71K$00.00%Jul 1, 2026

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