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Barron's 400 ETF

38 hedge funds and large institutions have $66.8M invested in Barron's 400 ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

6.49% more ownership

Funds ownership: 137.55%144.04% (+6.5%)

6% more capital invested

Capital invested by funds: $62.9M → $66.8M (+$3.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 3938 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
14
Reduced
7
Closed
3
Calls
$420K
Puts
Net Calls
+$420K
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$40M +$89.7K +4,416 +0.2%
Bank of America
2
Bank of America
North Carolina
$4.48M -$82.6K -4,068 -2%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$3.61M +$2.14M +105,488 +151%
TC
4
Trilogy Capital
California
$2.93M +$12.3K +608 +0.4%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.57M +$1M +49,376 +185%
LPL Financial
6
LPL Financial
California
$1.11M +$14.3K +704 +1%
SA
7
Sanctuary Advisors
Indiana
$1.06M
AW
8
Alteri Wealth
California
$1.03M +$103K +5,060 +11%
AC
9
ASB Consultores
Florida
$993K
GS
10
GTS Securities
New York
$981K +$57.4K +2,828 +6%
RCM
11
RMR Capital Management
California
$933K +$162 +8 +0%
BAM
12
Bosun Asset Management
Illinois
$887K +$62.3K +3,068 +8%
UBS Group
13
UBS Group
Switzerland
$753K -$98.2K -4,836 -12%
Wells Fargo
14
Wells Fargo
California
$741K
WA
15
Waverly Advisors
Alabama
$698K
TYCC
16
Texas Yale Capital Corp
Florida
$475K
Fidelity Investments
17
Fidelity Investments
Massachusetts
$453K +$14.2K +700 +3%
Osaic Holdings
18
Osaic Holdings
Arizona
$449K -$319K -15,692 -42%
Raymond James Financial
19
Raymond James Financial
Florida
$439K +$201K +9,900 +87%
Stifel Financial
20
Stifel Financial
Missouri
$355K -$8.04K -396 -2%
IA
21
IFP Advisors
Florida
$336K -$8.12K -400 -2%
CAMG
22
CWA Asset Management Group
Florida
$288K
ADL
23
Asset Dedication LLC
California
$266K
SM
24
Sensible Money
Arizona
$266K
HA
25
Huntleigh Advisors
Missouri
$263K

BFOR Hedge Fund Activity: Q4 2025 in Review

38 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Barron's 400 ETF (BFOR) for Q4 2025, worth a combined $66.8M — up 6.2% from $62.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BFOR and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 14 added.

The largest buyer was Jones Financial Companies, adding an estimated $2.14M. The largest seller was Osaic Holdings, cutting an estimated $319K.

  • 38 institutional investors held Barron's 400 ETF (BFOR) as of Q4 2025, down from 39 in Q3 2025.
  • Funds reported $66.8M of Barron's 400 ETF stock for Q4 2025, up 6.2% quarter-over-quarter.
  • 2 funds opened new Barron's 400 ETF positions in Q4 2025 and 3 closed out, a net change of -1 holder.
  • The largest Barron's 400 ETF buyer in Q4 2025 was Jones Financial Companies, an estimated $2.14M added.
  • The largest Barron's 400 ETF seller in Q4 2025 was Osaic Holdings, an estimated $319K sold.

Based on aggregated 13F filings for Q4 2025.