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330 hedge funds and large institutions have $2.82B invested in Ashland in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 91 increasing their positions, 139 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more capital invested

Capital invested by funds: $2.13B → $2.82B (+$694M)

7.92% more ownership

Funds ownership: 97.25%105.17% (+7.9%)

7% less funds holding

Funds holding: 355330 (-25)

23% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 69

35% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 139

44% less call options, than puts

Call options by funds: $9.41M | Put options by funds: $16.8M

Holders
330
Holders Change
-25
Holders Change %
-7.04%
% of All Funds
4.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
53
Increased
91
Reduced
139
Closed
69
Calls
$9.41M
Puts
$16.8M
Net Calls
-$7.35M
Net Calls Change
-$4M
Name Holding Trade Value Shares
Change
Change in
Stake
C
226
Covestor
United Kingdom
$140K -$61.7K -1,167 -33%
AF
227
Allworth Financial
California
$134K +$26.1K +494 +28%
II
228
Inspire Investing
Idaho
$125K +$113K +2,137 New
DB
229
Danske Bank
Denmark
$123K +$68.7K +1,300 +163%
SAM
230
Smartleaf Asset Management
Massachusetts
$112K +$7.08K +134 +8%
KBC Group
231
KBC Group
Belgium
$89K
IBOK
232
Independence Bank of Kentucky
Kentucky
$87.4K
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$79.4K -$39.3K -744 -35%
TWC
234
TD Waterhouse Canada
Ontario, Canada
$79.1K +$60K +1,136 +536%
PTC
235
Private Trust Company
Ohio
$78K
IA
236
IFP Advisors
Florida
$76.2K +$3.38K +64 +5%
TWD
237
True Wealth Design
Ohio
$69.5K -$13.1K -247 -17%
WAS
238
Winch Advisory Services
Wisconsin
$67.1K +$159 +3 +0.3%
SO
239
STRS Ohio
Ohio
$63.7K +$106 +2 +0.2%
QL
240
Quarry LP
New York
$57.2K -$61.5K -1,164 -54%
CT
241
Caldwell Trust
Florida
$56.1K -$16.6K -314 -25%
WT
242
Whittier Trust
California
$49.6K
Jones Financial Companies
243
Jones Financial Companies
Missouri
$49.3K +$4.33K +82 +11%
AWM
244
Abound Wealth Management
Tennessee
$46.4K
AA
245
Ancora Advisors
Ohio
$42.2K +$22.2K +420 +140%
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$42.1K +$1.32K +25 +4%
RIL
247
Rothschild Investment LLC
Illinois
$41.8K +$7.77K +147 +26%
PA
248
Parallel Advisors
California
$39K -$8.14K -154 -19%
GWM
249
Geneos Wealth Management
Colorado
$38.8K
Nomura Asset Management
250
Nomura Asset Management
Japan
$38.7K