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AtlasClear
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26 hedge funds and large institutions have $1.45M invested in AtlasClear in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,853% more capital invested

Capital invested by funds: $74K → $1.45M (+$1.37M)

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

160% more funds holding

Funds holding: 10 → 26 (+16)

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

15.83% more ownership

Funds ownership: 2.47% → 18.3% (+16%)

Holders
26
Holders Change
+16
Holders Change %
+160%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
5
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$250K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$131K
3
HighTower Advisors
HighTower Advisors
Illinois
+$111K
4
VF
Virtu Financial
New York
+$88.5K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$39.5K

Top Sellers

Rank Fund Capital Flow
1
AWA
Arkadios Wealth Advisors
Georgia
-$9.6K
2
TRCT
Tower Research Capital (TRC)
New York
-$64
3
Bank of America
Bank of America
North Carolina
-$6
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$416K +$250K +784,598 +2,602%
HighTower Advisors
2
HighTower Advisors
Illinois
$291K +$111K +349,500 +159%
Vanguard Group
3
Vanguard Group
Pennsylvania
$210K +$131K +411,653 New
VF
4
Virtu Financial
New York
$142K +$88.5K +277,879 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$71.6K +$39.5K +124,060 +764%
PFS
6
Prospera Financial Services
Texas
$63.2K +$39.5K +124,000 New
Citigroup
7
Citigroup
New York
$36.1K +$22.5K +70,766 New
TSS
8
Two Sigma Securities
New York
$33.3K +$20.8K +65,269 New
DWM
9
Dakota Wealth Management
Florida
$25.5K +$15.9K +50,000 New
FW
10
Fairway Wealth
Ohio
$25.5K +$15.9K +50,000 New
Jane Street
11
Jane Street
New York
$24.4K +$3.27K +10,274 +27%
DWM
12
Diversify Wealth Management
Utah
$21.5K +$19.4K +61,000 New
SAM
13
Synergy Asset Management
Washington
$16K +$9.97K +31,303 New
Two Sigma Investments
14
Two Sigma Investments
New York
$12.4K +$7.73K +24,266 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$10.2K – – –
WF
16
Whelan Financial
California
$10.2K +$6.37K +20,000 New
Osaic Holdings
17
Osaic Holdings
Arizona
$6.88K +$4.3K +13,500 New
SIA
18
Soltis Investment Advisors
Utah
$5.92K +$3.7K +11,604 New
XT
19
XTX Topco
Cayman Islands
$5.86K +$3.66K +11,493 New
BRWA
20
B. Riley Wealth Advisors
Florida
$5.1K +$3.19K +10,000 New
MML Investors Services
21
MML Investors Services
Massachusetts
$5.1K +$3.19K +10,000 New
CW
22
Code Waechter
Florida
$4.02K – – –
MCM
23
MAI Capital Management
Ohio
$3.83K +$2.39K +7,500 New
SS
24
SBI Securities
Japan
$560 +$318 +998 +988%
TRCT
25
Tower Research Capital (TRC)
New York
$268 -$64 -201 -28%
1
2

ATCH Hedge Fund Activity: Q3 2025 in Review

26 of the 7,629 institutional investors tracked by Wall St. Rank reported a position in AtlasClear (ATCH) for Q3 2025, worth a combined $1.45M — up 1,853% from $74K a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ATCH positions and 1 closed out — a net gain of 16 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was UBS Group, adding an estimated $250K. The largest seller was Arkadios Wealth Advisors, exiting entirely with an estimated $9.6K sold.

  • 26 institutional investors held AtlasClear (ATCH) as of Q3 2025, up from 10 in Q2 2025.
  • Funds reported $1.45M of AtlasClear stock for Q3 2025, up 1,853% quarter-over-quarter.
  • 17 funds opened new AtlasClear positions in Q3 2025 and 1 closed out, a net change of +16 holders.
  • The largest AtlasClear buyer in Q3 2025 was UBS Group, an estimated $250K added.
  • The largest AtlasClear seller in Q3 2025 was Arkadios Wealth Advisors, an estimated $9.6K sold.

Based on aggregated 13F filings for Q3 2025.