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Boston Omaha
BOC

Overview Fund Activity

131 hedge funds and large institutions have $302M invested in Boston Omaha in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
38
Reduced
36
Closed
14
Calls
$265K
Puts
$159K
Net Calls
+$106K
Net Calls Change
+$467K

Top Buyers

1
ECM
Elgethun Capital Management
South Dakota
+$6.56M
2
EWA
EP Wealth Advisors
California
+$4.03M
3
Bank of America
Bank of America
North Carolina
+$1.31M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$878K
5
VCM
Virtue Capital Management
Tennessee
+$854K

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.48M
2
SMP
Santa Monica Partners
Florida
-$1.85M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.29M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$929K
5
Renaissance Technologies
Renaissance Technologies
New York
-$516K
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
101
Russell Investments Group
United Kingdom
$4.88K +$4.88K +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 +$316 +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
$3.14K – – –
NSIM
109
North Star Investment Management
Illinois
$2.7K – – –
GWM
110
Geneos Wealth Management
Colorado
$2.19K +$1.09K +75 +100%
PWAM
111
Private Wealth Asset Management
Iowa
$2.19K +$2.19K +150 New
S
112
SignatureFD
Georgia
$1.76K +$1.76K +121 New
CYG
113
Clean Yield Group
Vermont
$1.46K +$1.46K +100 New
LC
114
Lindbrook Capital
California
$1.43K +$948 +65 +197%
Comerica Bank
115
Comerica Bank
Texas
$1.28K +$1.28K +88 New
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$1.18K +$1.01K +69 +575%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$1.17K +$1.17K +80 New
CLOS
118
Compagnie Lombard Odier SCmA
Switzerland
$1.09K – – –
GI
119
GAMMA Investing
California
$1.08K +$1.02K +70 +1,750%
AWM
120
Abound Wealth Management
Tennessee
$1.04K – – –
VFM
121
Vision Financial Markets
Connecticut
$1.02K +$1.02K +70 New
RA
122
Rise Advisors
New York
$919 – – –
US Bancorp
123
US Bancorp
Minnesota
$773 -$2.7K -185 -78%
SAM
124
Smartleaf Asset Management
Massachusetts
$684 – – –
AF
125
Advisornet Financial
Minnesota
$583 – – –
2 3 4
5
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