BULL

Webull Corp

150 hedge funds and large institutions have $1.32B invested in Webull Corp in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 46 increasing their positions, 19 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

10.33% more ownership

Funds ownership: 34.43%44.76% (+10%)

35% less capital invested

Capital invested by funds: $2.03B → $1.32B (-$712M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
150
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$234M
Puts
$109M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
X
101
Xponance
Pennsylvania
$165K
BRWA
102
B. Riley Wealth Advisors
Florida
$163K
CWM
103
CIBC World Markets
New York
$140K
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$140K
Mackenzie Financial
105
Mackenzie Financial
Ontario, Canada
$134K
PI
106
PFG Investments
New York
$132K
LWM
107
LJI Wealth Management
Indiana
$132K
California State Teachers Retirement System (CalSTRS)
108
California State Teachers Retirement System (CalSTRS)
California
$131K
Prudential Financial
109
Prudential Financial
New Jersey
$126K
AFP
110
Ausdal Financial Partners
Iowa
$124K
Fidelity Investments
111
Fidelity Investments
Massachusetts
$124K
FAM
112
Flaharty Asset Management
Florida
$122K
MSFS
113
Main Street Financial Solutions
Pennsylvania
$117K
AHL
114
Abel Hall LLC
Louisiana
$112K
SCM
115
Sterling Capital Management
North Carolina
$110K
AG
116
Ascent Group
Virginia
$103K
EH
117
Equitable Holdings
New York
$101K
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
$99.9K
Principal Financial Group
119
Principal Financial Group
Iowa
$95.8K
CCM
120
Corsair Capital Management
New York
$93.2K
ASN
121
Advisory Services Network
Georgia
$90.5K
Citigroup
122
Citigroup
New York
$86.4K
RWA
123
Rooted Wealth Advisors
Illinois
$83.5K
SM
124
Skaana Management
New York
$81K
Creative Planning
125
Creative Planning
Kansas
$77.7K