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Barclays

407 hedge funds and large institutions have $4.27B invested in Barclays in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 147 increasing their positions, 138 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more capital invested

Capital invested by funds: $2.95B → $4.27B (+$1.32B)

37% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 46

3% more funds holding

Funds holding: 396407 (+11)

7% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 138

5% more call options, than puts

Call options by funds: $61.9M | Put options by funds: $59.2M

0.27% more ownership

Funds ownership: 1.67%1.94% (+0.27%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
407
Holders Change
+11
Holders Change %
+2.78%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
63
Increased
147
Reduced
138
Closed
46
Calls
$61.9M
Puts
$59.2M
Net Calls
+$2.71M
Net Calls Change
-$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
376
ORG Wealth Partners
Texas
$4.96K -$284 -19 -6%
AA
377
Addison Advisors
Vermont
$4.78K
WAG
378
Wiser Advisor Group
Arizona
$4.55K
CPG
379
Cornerstone Planning Group
New Jersey
$4.54K
CFB
380
Cullen/Frost Bankers
Texas
$3.9K +$1.21K +81 +47%
HWM
381
HighMark Wealth Management
Minnesota
$3.68K
Federated Hermes
382
Federated Hermes
Pennsylvania
$3.47K +$1.15K +77 +52%
NC
383
NewSquare Capital
Pennsylvania
$3.47K +$3.38K +226 New
CFFP
384
Center for Financial Planning
Michigan
$3.46K
T
385
Transce3nd
Texas
$3.36K
BWL
386
Bogart Wealth LLC
Virginia
$3.3K +$60 +4 +2%
KFI
387
Key Financial Inc
Pennsylvania
$3.13K
AEPWM
388
Atlantic Edge Private Wealth Management
Florida
$3.07K
DF
389
Dunhill Financial
United Kingdom
$3.01K -$3.46K -231 -50%
CFO
390
CVA Family Office
Colorado
$2.29K
CTC
391
Central Trust Company
Missouri
$2.08K
Axa
392
Axa
France
$1.98K
TCM
393
TD Capital Management
Tennessee
$1.98K
RWML
394
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.89K
PWA
395
Physician Wealth Advisors
Utah
$1.61K
PWAM
396
Private Wealth Asset Management
Iowa
$1.31K +$1.27K +85 New
BLC
397
Brown, Lisle/Cummings
Rhode Island
$1.04K +$1.02K +68 New
AW
398
Avion Wealth
Texas
$1K
CI
399
CX Institutional
Indiana
$1K +$793 +53 New
PWA
400
Provenance Wealth Advisors
Florida
$937

BCS Hedge Fund Activity: Q1 2025 in Review

407 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q1 2025, worth a combined $4.27B — up 45% from $2.95B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BCS positions and 46 closed out — a net gain of 17 holders — while 147 added to existing stakes and 138 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $1.09B. The largest seller was Arrowstreet Capital, cutting an estimated $81.3M.

  • 407 institutional investors held Barclays (BCS) as of Q1 2025, up from 396 in Q4 2024.
  • Funds reported $4.27B of Barclays stock for Q1 2025, up 45% quarter-over-quarter.
  • 63 funds opened new Barclays positions in Q1 2025 and 46 closed out, a net change of +17 holders.
  • The largest Barclays buyer in Q1 2025 was Fisher Asset Management, an estimated $1.09B added.
  • The largest Barclays seller in Q1 2025 was Arrowstreet Capital, an estimated $81.3M sold.

Based on aggregated 13F filings for Q1 2025.