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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
IFWM
201
Institute for Wealth Management
Colorado
$313K
OAM
202
Oppenheimer Asset Management
New York
$307K -$338K -6,651 -52%
Simplex Trading
203
Simplex Trading
Illinois
$297K +$99.3K +1,954 +49%
CPWA
204
Cerro Pacific Wealth Advisors
California
$293K +$58.4K +1,148 +25%
Walleye Trading
205
Walleye Trading
New York
$287K +$290K +5,700 New
EWA
206
EverSource Wealth Advisors
Alabama
$270K +$259K +5,093 +1,866%
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$265K -$21.4K -421 -7%
SCP
208
Sivia Capital Partners
California
$264K +$267K +5,257 New
EWA
209
EP Wealth Advisors
California
$264K -$65.6K -1,290 -20%
X
210
Xponance
Pennsylvania
$262K -$15.7K -309 -6%
EF
211
Empowered Funds
Pennsylvania
$256K +$259K +5,085 New
CPIG
212
Chicago Partners Investment Group
Illinois
$253K +$244K +4,802 New
AI
213
Atria Investments
North Carolina
$252K +$63.2K +1,243 +33%
CL
214
CSS LLC
Illinois
$249K +$252K +4,950 New
CL
215
Choreo LLC
Illinois
$248K +$251K +4,942 New
LIM
216
Longfellow Investment Management
Massachusetts
$248K
DWM
217
Dynasty Wealth Management
Florida
$245K +$37.6K +740 +18%
CB
218
Commerce Bank
Missouri
$245K -$8.95K -176 -3%
NAM
219
NorthCrest Asset Manangement
Minnesota
$244K +$231K +4,548 New
EW
220
Evoke Wealth
California
$243K +$245K +4,826 New
HNB
221
Hilltop National Bank
Wyoming
$241K +$243K +4,785 New
KB
222
Kimelman & Baird
New York
$238K
BC
223
Bayforest Capital
United Kingdom
$234K +$236K +4,644 New
WA
224
Waddell & Associates
Tennessee
$230K +$233K +4,580 New
SG Americas Securities
225
SG Americas Securities
New York
$227K -$829K -16,298 -78%

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.