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345 hedge funds and large institutions have $2.21B invested in Ashland in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 140 increasing their positions, 106 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 106

5.26% more ownership

Funds ownership: 90.97%96.22% (+5.3%)

6% less funds holding

Funds holding: 367345 (-22)

13% less capital invested

Capital invested by funds: $2.54B → $2.21B (-$326M)

22% less call options, than puts

Call options by funds: $6.4M | Put options by funds: $8.2M

26% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 72

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
345
Holders Change
-22
Holders Change %
-5.99%
% of All Funds
4.54%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
53
Increased
140
Reduced
106
Closed
72
Calls
$6.4M
Puts
$8.2M
Net Calls
-$1.79M
Net Calls Change
+$853K
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
326
Bare Financial Services
Pennsylvania
$1.36K +$1.37K +27 New
SC
327
SouthState Corp
Florida
$1.26K +$763 +15 +150%
OP
328
ORG Partners
Indiana
$1.05K
FFO
329
Fortitude Family Office
Arizona
$955 -$2.34K -46 -71%
NICM
330
Neo Ivy Capital Management
New York
$854 +$864 +17 New
MCM
331
MV Capital Management
Maryland
$805 +$661 +13 +433%
RIL
332
Rothschild Investment LLC
Illinois
$754 +$763 +15 New
BCM
333
Boreal Capital Management
Florida
$452 +$458 +9 New
BGAI
334
Bruce G. Allen Investments
Colorado
$402 +$254 +5 +167%
CA
335
Crewe Advisors
Utah
$252 +$51 +1 +25%
WCM
336
WealthTrak Capital Management
Virginia
$252 +$254 +5 New
KG
337
Kilter Group
New York
$202 +$203 +4 New
CH
338
Cromwell Holdings
Wyoming
$201 +$203 +4 New
SS
339
SBI Securities
Japan
$101 +$51 +1 +100%
RWM
340
Rialto Wealth Management
New York
$101 +$102 +2 New
DPW
341
DiNuzzo Private Wealth
Pennsylvania
$51 -$153 -3 -75%
HIA
342
HFM Investment Advisors
New Jersey
$50
BHWM
343
Bay Harbor Wealth Management
Maryland
$50 +$51 +1 New
DRZID
344
DePrince Race & Zollo Inc (DRZ)
Florida
-$33.6M -567,275 Closed
ClearBridge Investments
345
ClearBridge Investments
New York
-$23.6M -398,074 Closed
CVA
346
Ceredex Value Advisors
Florida
-$9.89M -166,883 Closed
Jacobs Levy Equity Management
347
Jacobs Levy Equity Management
New Jersey
-$4.52M -76,317 Closed
CCIA
348
Campbell & Co Investment Adviser
Maryland
-$4.11M -69,270 Closed
Man Group
349
Man Group
United Kingdom
-$3.44M -58,072 Closed
GIA
350
Gateway Investment Advisers
Ohio
-$3.43M -57,821 Closed

ASH Hedge Fund Activity: Q2 2025 in Review

345 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Ashland (ASH) for Q2 2025, worth a combined $2.21B — down 13% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of ASH and 53 opened new positions — a net loss of 19 holders — while 106 trimmed existing stakes and 140 added.

The largest buyer was AQR Capital Management, adding an estimated $130M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $33.6M sold.

  • 345 institutional investors held Ashland (ASH) as of Q2 2025, down from 367 in Q1 2025.
  • Funds reported $2.21B of Ashland stock for Q2 2025, down 13% quarter-over-quarter.
  • 53 funds opened new Ashland positions in Q2 2025 and 72 closed out, a net change of -19 holders.
  • The largest Ashland buyer in Q2 2025 was AQR Capital Management, an estimated $130M added.
  • The largest Ashland seller in Q2 2025 was DePrince Race & Zollo Inc (DRZ), an estimated $33.6M sold.

Based on aggregated 13F filings for Q2 2025.