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Boston Omaha
BOC

131 hedge funds and large institutions have $302M invested in Boston Omaha in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $265K | Put options by funds: $159K

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

6% more capital invested

Capital invested by funds: $286M → $302M (+$15.8M)

1.02% more ownership

Funds ownership: 65.4% → 66.43% (+1%)

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

1% more funds holding

Funds holding: 130 → 131 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
38
Reduced
37
Closed
14
Calls
$265K
Puts
$159K
Net Calls
+$106K
Net Calls Change
+$467K

Top Buyers

Rank Fund Capital Flow
1
ECM
Elgethun Capital Management
South Dakota
+$6.47M
2
EWA
EP Wealth Advisors
California
+$3.98M
3
Bank of America
Bank of America
North Carolina
+$1.3M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$866K
5
VCM
Virtue Capital Management
Tennessee
+$842K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.4M
2
SMP
Santa Monica Partners
Florida
-$1.85M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.27M
4
JP Morgan Chase
JP Morgan Chase
New York
-$917K
5
Renaissance Technologies
Renaissance Technologies
New York
-$509K
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
101
Russell Investments Group
United Kingdom
$4.88K +$4.82K +335 New
MPWT
102
MassMutual Private Wealth & Trust
Connecticut
$4.37K – – –
Acadian Asset Management
103
Acadian Asset Management
Massachusetts
$4K – – –
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$4K +$302 +21 +9%
Jones Financial Companies
105
Jones Financial Companies
Missouri
$3.92K – – –
VCM
106
Versant Capital Management
Arizona
$3.5K – – –
PA
107
Parallel Advisors
California
$3.18K – – –
T
108
Tidemark
California
$3.13K – – –
NSIM
109
North Star Investment Management
Illinois
$2.7K – – –
GWM
110
Geneos Wealth Management
Colorado
$2.19K +$1.08K +75 +100%
PWAM
111
Private Wealth Asset Management
Iowa
$2.19K +$2.16K +150 New
S
112
SignatureFD
Georgia
$1.76K +$1.74K +121 New
CYG
113
Clean Yield Group
Vermont
$1.46K +$1.44K +100 New
LC
114
Lindbrook Capital
California
$1.43K +$935 +65 +197%
Comerica Bank
115
Comerica Bank
Texas
$1.28K +$1.26K +88 New
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$1.18K +$992 +69 +575%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$1.17K +$1.15K +80 New
CLOS
118
Compagnie Lombard Odier SCmA
Switzerland
$1.09K – – –
GI
119
GAMMA Investing
California
$1.08K +$1.01K +70 +1,750%
AWM
120
Abound Wealth Management
Tennessee
$1.04K – – –
VFM
121
Vision Financial Markets
Connecticut
$1.02K +$1.01K +70 New
RA
122
Rise Advisors
New York
$919 – – –
US Bancorp
123
US Bancorp
Minnesota
$773 -$2.66K -185 -78%
SAM
124
Smartleaf Asset Management
Massachusetts
$684 – – –
AF
125
Advisornet Financial
Minnesota
$583 – – –
2 3 4
5
6

BOC Hedge Fund Activity: Q1 2025 in Review

131 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q1 2025, worth a combined $302M — up 5.5% from $286M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BOC positions and 14 closed out — a net gain of 2 holders — while 38 added to existing stakes and 37 trimmed.

The largest buyer was Elgethun Capital Management, adding an estimated $6.47M. The largest seller was Vanguard Group, cutting an estimated $5.4M.

  • 131 institutional investors held Boston Omaha (BOC) as of Q1 2025, up from 130 in Q4 2024.
  • Funds reported $302M of Boston Omaha stock for Q1 2025, up 5.5% quarter-over-quarter.
  • 16 funds opened new Boston Omaha positions in Q1 2025 and 14 closed out, a net change of +2 holders.
  • The largest Boston Omaha buyer in Q1 2025 was Elgethun Capital Management, an estimated $6.47M added.
  • The largest Boston Omaha seller in Q1 2025 was Vanguard Group, an estimated $5.4M sold.

Based on aggregated 13F filings for Q1 2025.