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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
SWM
151
Spire Wealth Management
Virginia
$934K +$789K +52,736 +655%
GWMR
152
GC Wealth Management RIA
Massachusetts
$925K -$203K -13,531 -18%
Pzena Investment Management
153
Pzena Investment Management
New York
$911K -$403K -26,930 -31%
TSS
154
Two Sigma Securities
New York
$853K +$832K +55,550 New
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$851K +$19.3K +1,291 +2%
LWAM
156
Legacy Wealth Asset Management
Minnesota
$841K -$40.8K -2,726 -5%
NW
157
NewEdge Wealth
Pennsylvania
$804K -$79.3K -5,294 -9%
RCAG
158
Rehmann Capital Advisory Group
Michigan
$801K +$226K +15,111 +41%
FIM
159
Freedom Investment Management
Connecticut
$796K +$496K +33,146 +178%
Lazard Asset Management
160
Lazard Asset Management
New York
$787K +$747K +49,908 +3,603%
KCM
161
Kathmere Capital Management
Pennsylvania
$774K +$29.7K +1,987 +4%
MWM
162
Manske Wealth Management
Texas
$772K -$108K -7,186 -13%
FFM
163
Forum Financial Management
Illinois
$740K
BTI
164
Blue Trust Inc
Georgia
$738K +$337K +22,539 +88%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$731K +$244K +16,293 +52%
NA
166
NewEdge Advisors
Louisiana
$723K +$297K +19,818 +73%
DC
167
Davenport & Co
Virginia
$715K +$179K +11,951 +35%
TI
168
TrueMark Investments
Illinois
$702K +$684K +45,682 New
FC
169
FORA Capital
Florida
$697K +$680K +45,393 New
PWPS
170
Pinnacle Wealth Planning Services
Ohio
$692K -$97.1K -6,488 -13%
UCFA
171
United Capital Financial Advisors
Texas
$686K -$18.1K -1,208 -3%
GWM
172
Geneos Wealth Management
Colorado
$683K +$510K +34,036 +326%
XT
173
XTX Topco
Cayman Islands
$660K +$415K +27,717 +182%
PAG
174
Private Advisor Group
New Jersey
$659K +$26.2K +1,748 +4%
RhumbLine Advisers
175
RhumbLine Advisers
Massachusetts
$650K -$13.9K -926 -2%

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.