ACV Auctions
ACVA
259 hedge funds and large institutions have $1.32B invested in ACV Auctions in 2025 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 101 increasing their positions, 66 reducing their positions, and 52 closing their positions.
980% more call options, than puts
Call options by funds: $14.1M | Put options by funds: $1.3M
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
53% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 66
19% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 52
1% more funds holding
Funds holding: 256 → 259 (+3)
4.86% less ownership
Funds ownership: 100.58% → 95.72% (-4.9%)
23% less capital invested
Capital invested by funds: $1.72B → $1.32B (-$394M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AM
Atreides Management
Boston,
Massachusetts
|
+$55.8M |
| 2 |
SM
Sunriver Management
Greenwich,
Connecticut
|
+$24M |
| 3 |
Walleye Capital
New York
|
+$21.3M |
| 4 |
D.E. Shaw & Co
New York
|
+$20.3M |
| 5 |
ACM
Arvin Capital Management
Austin,
Texas
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$49.8M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$45.5M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$43.8M |
| 4 |
Harris Associates
Chicago,
Illinois
|
-$37.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$34.2M |
ACVA Hedge Fund Activity: Q4 2025 in Review
259 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in ACV Auctions (ACVA) for Q4 2025, worth a combined $1.32B — down 23% from $1.72B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new ACVA positions and 52 closed out — a net gain of 10 holders — while 101 added to existing stakes and 66 trimmed.
The largest buyer was Atreides Management, adding an estimated $55.8M. The largest seller was AllianceBernstein, cutting an estimated $49.8M.
- 259 institutional investors held ACV Auctions (ACVA) as of Q4 2025, up from 256 in Q3 2025.
- Funds reported $1.32B of ACV Auctions stock for Q4 2025, down 23% quarter-over-quarter.
- 62 funds opened new ACV Auctions positions in Q4 2025 and 52 closed out, a net change of +10 holders.
- The largest ACV Auctions buyer in Q4 2025 was Atreides Management, an estimated $55.8M added.
- The largest ACV Auctions seller in Q4 2025 was AllianceBernstein, an estimated $49.8M sold.
Based on aggregated 13F filings for Q4 2025.