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Boston Omaha

128 hedge funds and large institutions have $292M invested in Boston Omaha in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
-3
Holders Change %
-2.29%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
34
Reduced
38
Closed
16
Calls
$370K
Puts
$15K
Net Calls
+$355K
Net Calls Change
+$249K
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
101
MassMutual Private Wealth & Trust
Connecticut
$4.21K
CF
102
Concorde Financial
Texas
$4.21K +$4.21K +300 New
Jones Financial Companies
103
Jones Financial Companies
Missouri
$3.87K
IA
104
IFP Advisors
Florida
$3.72K -$306
VCM
105
Versant Capital Management
Arizona
$3.37K
PA
106
Parallel Advisors
California
$3.06K
T
107
Tidemark
California
$3.02K
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$3K -$425 -33 -12%
Simplex Trading
109
Simplex Trading
Illinois
$3K +$3K +248 New
NSIM
110
North Star Investment Management
Illinois
$2.6K
PWAM
111
Private Wealth Asset Management
Iowa
$2.11K
ACA
112
American Capital Advisory
Idaho
$1.4K +$1.4K +100 New
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$1.14K
GWM
114
Geneos Wealth Management
Colorado
$1.05K -$1.05K -75 -50%
CLOS
115
Compagnie Lombard Odier SCmA
Switzerland
$1.05K
AWM
116
Abound Wealth Management
Tennessee
$997
VFM
117
Vision Financial Markets
Connecticut
$983
S
118
SignatureFD
Georgia
$899 -$801 -57 -47%
RA
119
Rise Advisors
New York
$885
US Bancorp
120
US Bancorp
Minnesota
$744
MCM
121
MAI Capital Management
Ohio
$731 +$731 +52 New
AF
122
Advisornet Financial
Minnesota
$562
MTIC
123
Missouri Trust & Investment Company
Missouri
$519
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$463 -$659 -47 -59%
RIL
125
Rothschild Investment LLC
Illinois
$421 +$140 +10 +50%