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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
AUB
451
Atlantic Union Bankshares
Virginia
$108K
MSWA
452
Marshall & Sterling Wealth Advisors
New York
$107K
CA
453
CoreCap Advisors
Michigan
$107K +$85.1K +1,027 +281%
SIS
454
Sound Income Strategies
Florida
$106K -$994 -12 -0.9%
PNC Financial Services Group
455
PNC Financial Services Group
Pennsylvania
$103K
SWM
456
Spire Wealth Management
Virginia
$103K +$7.62K +92 +7%
WWA
457
Wealth Watch Advisors
Colorado
$99K +$76K +917 +248%
FP
458
Financial Perspectives
Minnesota
$96.2K -$42.6K -514 -29%
BC
459
Barrett & Company
Rhode Island
$94.7K
TLA
460
Tanglewood Legacy Advisors
Texas
$93.8K
PTC
461
Private Trust Company
Ohio
$91.8K -$170K -2,056 -63%
CWM
462
Copia Wealth Management
Oregon
$91.2K
CWM
463
Consultiva Wealth Management
Puerto Rico
$87.7K
HFM
464
Hartford Financial Management
Connecticut
$82.1K
GK
465
Graney & King
New York
$76.8K
GA
466
GoalVest Advisory
New York
$75.8K
MA
467
Montag & Associates
Georgia
$75.6K +$33.1K +400 +69%
KG
468
Kilter Group
New York
$72K -$10.7K -129 -12%
BHWM
469
Bay Harbor Wealth Management
Maryland
$71.2K
FFO
470
Fortitude Family Office
Arizona
$69.5K
AWM
471
Abound Wealth Management
Tennessee
$64.9K +$38.5K +465 +123%
WCM
472
Winthrop Capital Management
Indiana
$59K
SEP
473
Signature Equity Partners
Ohio
$57.6K +$62K +749 New
Fifth Third Bancorp
474
Fifth Third Bancorp
Ohio
$53.1K -$24.8K -300 -30%
CFD
475
Creative Financial Designs
Indiana
$52.4K