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AtlasClear

24 hedge funds and large institutions have $2.06M invested in AtlasClear in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

43% more capital invested

Capital invested by funds: $1.45M → $2.06M (+$619K)

8% less funds holding

Funds holding: 2624 (-2)

12.61% less ownership

Funds ownership: 18.3%5.69% (-13%)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$580K +$647K +1,900,374 +462%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$296K +$354K +1,039,013 +741%
CCC
3
Cable Car Capital
California
$296K +$401K +1,177,833 New
Jane Street
4
Jane Street
New York
$231K +$297K +873,348 +1,823%
UBS Group
5
UBS Group
Switzerland
$209K +$6.34K +18,638 +2%
HighTower Advisors
6
HighTower Advisors
Illinois
$204K +$83K +243,900 +43%
VF
7
Virtu Financial
New York
$100K +$41.7K +122,410 +44%
Northern Trust
8
Northern Trust
Illinois
$42.8K +$58.1K +170,625 New
PFS
9
Prospera Financial Services
Texas
$31.1K
DWM
10
Diversify Wealth Management
Utah
$16.3K
FW
11
Fairway Wealth
Ohio
$12.5K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$11.1K +$15K +44,140 New
TSS
13
Two Sigma Securities
New York
$5.56K -$14.7K -43,117 -66%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$5.02K
WF
15
Whelan Financial
California
$5.02K
BRWA
16
B. Riley Wealth Advisors
Florida
$5.02K +$3.4K +10,000 +100%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.64K +$340 +1,000 +7%
SIA
18
Soltis Investment Advisors
Utah
$2.91K
CW
19
Code Waechter
Florida
$2.51K
TRCT
20
Tower Research Capital (TRC)
New York
$2.44K +$3.13K +9,206 +1,750%
MCM
21
MAI Capital Management
Ohio
$1.88K
SS
22
SBI Securities
Japan
$276
Bank of America
23
Bank of America
North Carolina
$274 +$329 +966 +743%
Citigroup
24
Citigroup
New York
$134 -$23.9K -70,230 -99%
DWM
25
Dakota Wealth Management
Florida
-$25.5K -50,000 Closed

ATCH Hedge Fund Activity: Q4 2025 in Review

24 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AtlasClear (ATCH) for Q4 2025, worth a combined $2.06M — up 43% from $1.45M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ATCH and 3 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 10 added.

The largest buyer was Vanguard Group, adding an estimated $647K. The largest seller was Dakota Wealth Management, exiting entirely with an estimated $25.5K sold.

  • 24 institutional investors held AtlasClear (ATCH) as of Q4 2025, down from 26 in Q3 2025.
  • Funds reported $2.06M of AtlasClear stock for Q4 2025, up 43% quarter-over-quarter.
  • 3 funds opened new AtlasClear positions in Q4 2025 and 5 closed out, a net change of -2 holders.
  • The largest AtlasClear buyer in Q4 2025 was Vanguard Group, an estimated $647K added.
  • The largest AtlasClear seller in Q4 2025 was Dakota Wealth Management, an estimated $25.5K sold.

Based on aggregated 13F filings for Q4 2025.