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Boston Omaha
BOC

123 hedge funds and large institutions have $274M invested in Boston Omaha in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $169K | Put options by funds: $121K

0.45% more ownership

Funds ownership: 67.42% → 67.87% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less funds holding

Funds holding: 128 → 123 (-5)

6% less capital invested

Capital invested by funds: $292M → $274M (-$18.2M)

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

Holders
123
Holders Change
-5
Holders Change %
-3.91%
% of All Funds
1.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
35
Reduced
39
Closed
19
Calls
$169K
Puts
$121K
Net Calls
+$48K
Net Calls Change
-$307K

Top Buyers

Rank Fund Capital Flow
1
SCP
Stevens Capital Partners
Nebraska
+$5.85M
2
ECM
Elgethun Capital Management
South Dakota
+$5.09M
3
Citadel Advisors
Citadel Advisors
Florida
+$742K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$600K
5
Two Sigma Investments
Two Sigma Investments
New York
+$586K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.3M
2
BlackRock
BlackRock
New York
-$1.21M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$881K
4
UBS AM
UBS AM
Illinois
-$717K
5
Swiss National Bank
Swiss National Bank
Switzerland
-$630K
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
101
North Star Investment Management
Illinois
$2.42K – – –
ASN
102
Advisory Services Network
Georgia
$2.34K +$2.4K +179 New
PWAM
103
Private Wealth Asset Management
Iowa
$1.96K – – –
ACA
104
American Capital Advisory
Idaho
$1.31K – – –
AAP
105
Arax Advisory Partners
Colorado
$1.14K +$1.17K +87 New
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$1.06K – – –
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$1.05K +$1.07K +80 New
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$1K -$2.06K -153 -66%
CLOS
109
Compagnie Lombard Odier SCmA
Switzerland
$981 – – –
GWM
110
Geneos Wealth Management
Colorado
$981 – – –
AWM
111
Abound Wealth Management
Tennessee
$929 – – –
VFM
112
Vision Financial Markets
Connecticut
$916 – – –
RA
113
Rise Advisors
New York
$824 – – –
GI
114
GAMMA Investing
California
$719 +$591 +44 +400%
MCM
115
MAI Capital Management
Ohio
$681 – – –
PFBT
116
Parkside Financial Bank & Trust
Missouri
$589 +$604 +45 New
AF
117
Advisornet Financial
Minnesota
$523 – – –
RIL
118
Rothschild Investment LLC
Illinois
$523 +$134 +10 +33%
MTIC
119
Missouri Trust & Investment Company
Missouri
$484 – – –
PA
120
Parallel Advisors
California
$353 -$2.57K -191 -88%
CIAM
121
Caitong International Asset Management
Hong Kong
$327 +$336 +25 New
WBC
122
West Branch Capital
Massachusetts
$144 – – –
HNB
123
Huntington National Bank
Ohio
$13 – – –
UBS AM
124
UBS AM
Illinois
– -$717K -51,098 Closed
Swiss National Bank
125
Swiss National Bank
Switzerland
– -$630K -44,863 Closed
2 3 4
5
6

BOC Hedge Fund Activity: Q3 2025 in Review

123 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Boston Omaha (BOC) for Q3 2025, worth a combined $274M — down 6.2% from $292M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BOC and 15 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 35 added.

The largest buyer was Stevens Capital Partners, opening a new position worth an estimated $5.85M. The largest seller was Morgan Stanley, cutting an estimated $1.3M.

  • 123 institutional investors held Boston Omaha (BOC) as of Q3 2025, down from 128 in Q2 2025.
  • Funds reported $274M of Boston Omaha stock for Q3 2025, down 6.2% quarter-over-quarter.
  • 15 funds opened new Boston Omaha positions in Q3 2025 and 19 closed out, a net change of -4 holders.
  • The largest Boston Omaha buyer in Q3 2025 was Stevens Capital Partners, an estimated $5.85M added.
  • The largest Boston Omaha seller in Q3 2025 was Morgan Stanley, an estimated $1.3M sold.

Based on aggregated 13F filings for Q3 2025.