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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
KB
201
Kimelman & Baird
New York
$245K -$28.9K -546 -12%
WWC
202
Waypoint Wealth Counsel
Georgia
$241K +$217K +4,101 New
BEI
203
Benjamin Edwards Inc
Missouri
$241K +$217K +4,101 New
IA
204
Inspire Advisors
Idaho
$237K +$214K +4,047 New
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$237K
EWA
206
EverSource Wealth Advisors
Alabama
$235K -$64.6K -1,223 -23%
KAS
207
Kestra Advisory Services
Texas
$234K +$211K +3,987 New
EW
208
Evoke Wealth
California
$229K -$55.2K -1,044 -21%
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$226K -$19.6K -370 -9%
Ensign Peak Advisors
210
Ensign Peak Advisors
Utah
$224K -$529K -10,000 -72%
Vontobel Holding
211
Vontobel Holding
Switzerland
$219K -$190K -3,594 -49%
NA
212
NewEdge Advisors
Louisiana
$218K +$196K +3,714 New
NAM
213
NorthCrest Asset Manangement
Minnesota
$215K -$66.6K -1,260 -26%
PPWM
214
Paragon Private Wealth Management
Kentucky
$215K -$48K -908 -20%
WA
215
Waddell & Associates
Tennessee
$213K -$61.5K -1,164 -24%
TF
216
Tompkins Financial
New York
$202K
ECM
217
Evergreen Capital Management
Washington
$202K -$62.3K -1,178 -26%
TRCT
218
Tower Research Capital (TRC)
New York
$199K +$1.16K +22 +0.7%
SAM
219
Securian Asset Management
Minnesota
$192K -$5.29K -100 -3%
MCM
220
MAI Capital Management
Ohio
$192K -$4.33K -82 -2%
Osaic Holdings
221
Osaic Holdings
Arizona
$191K +$25.3K +479 +17%
BC
222
Bayforest Capital
United Kingdom
$182K -$63.9K -1,209 -28%
QT
223
Quantbot Technologies
New York
$167K -$1.46M -27,703 -91%
HI
224
Harbour Investments
Wisconsin
$162K -$12.8K -242 -8%
SCM
225
Sterling Capital Management
North Carolina
$157K -$6.4K -121 -4%