350 hedge funds and large institutions have $2.13B invested in Ashland in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 96 increasing their positions, 150 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

4% less capital invested

Capital invested by funds: $2.22B → $2.13B (-$88.7M)

36% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 150

46% less call options, than puts

Call options by funds: $3.88M | Put options by funds: $7.22M

Holders
350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.88M
Puts
$7.22M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
326
Sunbelt Securities
Texas
$2.78K
Optiver Holding
327
Optiver Holding
Netherlands
$2.68K
MWA
328
Miller Wealth Advisors
Colorado
$2.4K
RFP
329
Root Financial Partners
California
$2.01K
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$1.92K
AGWCA
331
Annis Gardner Whiting Capital Advisors
Florida
$1.34K
CSC
332
Caldwell Sutter Capital
California
$1.29K
BFS
333
Bare Financial Services
Pennsylvania
$1.29K
LFG
334
Larson Financial Group
Missouri
$1.15K
OP
335
ORG Partners
Indiana
$958
CH
336
Cromwell Holdings
Wyoming
$432
FC
337
Financial Consulate
Maryland
$432
FFO
338
Fortitude Family Office
Arizona
$431
BGAI
339
Bruce G. Allen Investments
Colorado
$335
SC
340
SouthState Corp
Florida
$240
GA
341
Guerra Advisors
Florida
$240
TFA
342
Transamerica Financial Advisors
Florida
$192
SS
343
SBI Securities
Japan
$96
RWM
344
Rialto Wealth Management
New York
$96
BHWM
345
Bay Harbor Wealth Management
Maryland
$95
DPW
346
DiNuzzo Private Wealth
Pennsylvania
$57
HIA
347
HFM Investment Advisors
New Jersey
$48
PE
348
Point72 Europe
United Kingdom
Axa
349
Axa
France
HSBC Holdings
350
HSBC Holdings
United Kingdom