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Cboe Global Markets
CBOE

806 hedge funds and large institutions have $20.9B invested in Cboe Global Markets in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 280 increasing their positions, 288 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $286M | Put options by funds: $92.4M

50% more funds holding in top 10

Funds holding in top 10: 8 → 12 (+4)

48% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 83

19% more capital invested

Capital invested by funds: $17.6B → $20.9B (+$3.33B)

4% more funds holding

Funds holding: 778 → 806 (+28)

2.38% more ownership

Funds ownership: 85.8% → 88.19% (+2.4%)

3% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 288

Holders
806
Holders Change
+28
Holders Change %
+3.6%
% of All Funds
10.81%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
123
Increased
280
Reduced
288
Closed
83
Calls
$286M
Puts
$92.4M
Net Calls
+$193M
Net Calls Change
+$22.7M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$369M
2
UBS AM
UBS AM
Illinois
+$177M
3
Marshall Wace
Marshall Wace
United Kingdom
+$152M
4
UBS Group
UBS Group
Switzerland
+$67.9M
5
PL
Perpetual Ltd
Australia
+$61.4M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$95.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$80.4M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$43.1M
4
PI
PineBridge Investments
New York
-$40.2M
5
Goldman Sachs
Goldman Sachs
New York
-$34.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
476
Guggenheim Capital
Illinois
$736K -$63.7K -307 -9%
1IA
477
1834 Investment Advisors
Wisconsin
$729K -$16.6K -80 -2%
AI
478
Atria Investments
North Carolina
$720K -$830 -4 -0.1%
DT
479
Diversified Trust
Tennessee
$718K +$207 +1 +0%
FPCP
480
Fort Point Capital Partners
California
$705K -$6.64K -32 -1%
PAI
481
Pittenger & Anderson Inc
Nebraska
$702K +$643K +3,102 New
AF
482
Advisornet Financial
Minnesota
$694K -$20.7K -100 -3%
KRSITF
483
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$694K +$636K +3,067 New
AFCM
484
Applied Finance Capital Management
Puerto Rico
$685K +$23.9K +115 +4%
CT
485
Caldwell Trust
Florida
$679K – – –
HFW
486
Horizon Family Wealth
Illinois
$675K +$78K +376 +14%
IMCOOI
487
Investment Management Corp of Ontario (IMCO)
Canada
$663K -$2.11M -10,170 -78%
M&T Bank
488
M&T Bank
New York
$650K -$50.6K -244 -8%
AP
489
Americana Partners
Texas
$644K -$6.01K -29 -1%
JSL
490
JT Stratford LLC
Georgia
$617K – – –
FHA
491
Flagship Harbor Advisors
Massachusetts
$614K -$1.87K -9 -0.3%
WS
492
Wedbush Securities
California
$614K +$45K +217 +9%
PAS
493
Park Avenue Securities
New York
$605K -$669K -3,224 -55%
BHCM
494
Brevan Howard Capital Management
Jersey
$604K +$241K +1,161 +77%
MC
495
Moors & Cabot
Massachusetts
$600K -$563K -2,716 -51%
GT
496
Glenmede Trust
Pennsylvania
$599K -$36.5K -176 -6%
DAS
497
Dynamic Advisor Solutions
Arizona
$596K +$20.7K +100 +4%
MSWA
498
Marshall & Sterling Wealth Advisors
New York
$594K +$78.2K +377 +17%
CAS
499
CTC Alternative Strategies
Illinois
$588K +$539K +2,600 New
Grantham, Mayo, Van Otterloo & Co (GMO)
500
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$588K +$539K +2,600 New
18 19
20
21 22

CBOE Hedge Fund Activity: Q1 2025 in Review

806 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Cboe Global Markets (CBOE) for Q1 2025, worth a combined $20.9B — up 19% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new CBOE positions and 83 closed out — a net gain of 40 holders — while 280 added to existing stakes and 288 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $369M. The largest seller was Massachusetts Financial Services, cutting an estimated $95.1M.

  • 806 institutional investors held Cboe Global Markets (CBOE) as of Q1 2025, up from 778 in Q4 2024.
  • Funds reported $20.9B of Cboe Global Markets stock for Q1 2025, up 19% quarter-over-quarter.
  • 123 funds opened new Cboe Global Markets positions in Q1 2025 and 83 closed out, a net change of +40 holders.
  • The largest Cboe Global Markets buyer in Q1 2025 was AllianceBernstein, an estimated $369M added.
  • The largest Cboe Global Markets seller in Q1 2025 was Massachusetts Financial Services, an estimated $95.1M sold.

Based on aggregated 13F filings for Q1 2025.