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ARK Innovation ETF

629 hedge funds and large institutions have $3.42B invested in ARK Innovation ETF in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 171 increasing their positions, 216 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 74

1% more funds holding

Funds holding: 621629 (+8)

4.63% less ownership

Funds ownership: 51.74%47.11% (-4.6%)

13% less call options, than puts

Call options by funds: $1.31B | Put options by funds: $1.5B

21% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 216

27% less capital invested

Capital invested by funds: $4.66B → $3.42B (-$1.24B)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
629
Holders Change
+8
Holders Change %
+1.29%
% of All Funds
7.65%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
92
Increased
171
Reduced
216
Closed
74
Calls
$1.31B
Puts
$1.5B
Net Calls
-$193M
Net Calls Change
+$2.29B
Name Holding Trade Value Shares
Change
Change in
Stake
FOR
401
Family Office Research
Maryland
$238K
IF
402
Intrua Financial
Texas
$235K -$28K -338 -10%
MAM
403
MMA Asset Management
Pennsylvania
$233K -$206K -2,483 -45%
TCA
404
Transcend Capital Advisors
New Jersey
$233K +$12.4K +150 +5%
SWM
405
SFG Wealth Management
Maryland
$232K -$9.11K -110 -4%
IA
406
Insight Advisors
Pennsylvania
$231K -$1.24K -15 -0.5%
CWM
407
ClientFirst Wealth Management
Arkansas
$231K
MNBTD
408
Moody National Bank Trust Division
Texas
$231K +$248K +3,000 New
KFC
409
Klingenstein Fields & Co
New York
$229K
FA
410
Fedenia Advisers
Wisconsin
$226K
DM
411
Diversified Management
Wisconsin
$226K +$243K +2,932 New
Financial Engines Advisors
412
Financial Engines Advisors
California
$225K +$12.4K +150 +5%
WAG
413
Winthrop Advisory Group
Massachusetts
$224K
WE
414
Wealth Effects
Massachusetts
$223K -$137K -1,650 -36%
BFS
415
Bradley Foster & Sargent
Connecticut
$222K +$5.88K +71 +3%
FCA
416
Fortis Capital Advisors
Kansas
$222K +$40.2K +485 +20%
JDLA
417
J. Derek Lewis & Associates
California
$221K +$238K +2,877 New
RIL
418
Rothschild Investment LLC
Illinois
$218K
SAG
419
SageView Advisory Group
California
$216K
MA
420
MONECO Advisors
Connecticut
$216K -$248 -3 -0.1%
SWGC
421
Summit Wealth Group (Colorado)
Colorado
$216K +$232K +2,806 New
SCTC
422
Sanibel Captiva Trust Company
Florida
$216K +$7.21K +87 +3%
TAM
423
Tocqueville Asset Management
New York
$215K
CFS
424
Coordinated Financial Services
Colorado
$215K +$232K +2,795 New
CIA
425
Cladis Investment Advisory
Montana
$213K