342 hedge funds and large institutions have $2.22B invested in Ashland in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 139 increasing their positions, 105 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
-24
Holders Change %
-6.56%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
52
Increased
139
Reduced
105
Closed
72
Calls
$6.4M
Puts
$8.2M
Net Calls
-$1.8M
Net Calls Change
+$853K
Name Holding Trade Value Shares
Change
Shares
Change %
IFWM
201
Institute for Wealth Management
Colorado
$313K
OAM
202
Oppenheimer Asset Management
New York
$307K -$334K -6,651 -52%
Simplex Trading
203
Simplex Trading
Illinois
$297K +$97.9K +1,954 +49%
CPWA
204
Cerro Pacific Wealth Advisors
California
$293K +$57.7K +1,148 +25%
Walleye Trading
205
Walleye Trading
New York
$287K +$287K +5,700 New
EWA
206
EverSource Wealth Advisors
Alabama
$270K +$256K +5,093 +1,866%
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$265K -$21.2K -421 -7%
SCP
208
Sivia Capital Partners
California
$264K +$264K +5,257 New
EWA
209
EP Wealth Advisors
California
$264K -$64.9K -1,290 -20%
X
210
Xponance
Pennsylvania
$262K -$15.5K -309 -6%
EF
211
Empowered Funds
Pennsylvania
$256K +$256K +5,085 New
CPIG
212
Chicago Partners Investment Group
Illinois
$253K +$253K +4,802 New
AI
213
Atria Investments
North Carolina
$252K +$62.5K +1,243 +33%
CL
214
CSS LLC
Illinois
$249K +$249K +4,950 New
CL
215
Choreo LLC
Illinois
$248K +$248K +4,942 New
LIM
216
Longfellow Investment Management
Massachusetts
$248K
DWM
217
Dynasty Wealth Management
Florida
$245K +$37.2K +740 +18%
CB
218
Commerce Bank
Missouri
$245K -$8.85K -176 -3%
NAM
219
NorthCrest Asset Manangement
Minnesota
$244K +$244K +4,548 New
EW
220
Evoke Wealth
California
$243K +$243K +4,826 New
HNB
221
Hilltop National Bank
Wyoming
$241K +$241K +4,785 New
KB
222
Kimelman & Baird
New York
$238K
BC
223
Bayforest Capital
United Kingdom
$234K +$234K +4,644 New
WA
224
Waddell & Associates
Tennessee
$230K +$230K +4,580 New
SG Americas Securities
225
SG Americas Securities
New York
$227K -$818K -16,298 -78%