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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
AF
501
Aviso Financial
Ontario, Canada
$587K +$62.2K +300 +13%
PSP
502
Principal Street Partners
Tennessee
$575K +$1.66K +8 +0.3%
EWA
503
EP Wealth Advisors
California
$573K +$51.4K +248 +11%
STA
504
Summit Trail Advisors
New York
$570K +$131K +632 +33%
MFAM
505
Motley Fool Asset Management
Virginia
$569K +$66K +318 +14%
RFO
506
RiverGlades Family Offices
Florida
$566K – – –
ATPW
507
Ashton Thomas Private Wealth
Arizona
$553K +$507K +2,445 New
IPW
508
Impact Partnership Wealth
Georgia
$551K +$41.7K +201 +9%
FTC
509
Farmers Trust Company
Ohio
$542K -$5.74M -27,689 -92%
TE
510
Tema ETFs
New York
$537K +$493K +2,375 New
SFA
511
Sequoia Financial Advisors
Ohio
$536K -$5.39K -26 -1%
PTC
512
Private Trust Company
Ohio
$534K +$622 +3 +0.1%
HCA
513
Harbor Capital Advisors
Illinois
$533K -$161K -777 -25%
TPCW
514
TD Private Client Wealth
New York
$530K +$1.66K +8 +0.3%
WFI
515
West Family Investments
California
$527K -$150K -721 -24%
ACA
516
Aptus Capital Advisors
Alabama
$525K +$482K +2,322 New
ACM
517
Andina Capital Management
Utah
$524K +$480K +2,315 New
SCM
518
SKBA Capital Management
California
$520K +$476K +2,297 New
VAS
519
Vestmark Advisory Solutions
Massachusetts
$518K +$231K +1,113 +95%
PDL
520
Portfolio Design Labs
California
$510K -$374K -1,802 -44%
USAA
521
United Services Automobile Association
Texas
$506K +$471K +2,272 New
PS
522
Principal Securities
Iowa
$504K – – –
AO
523
Advisor OS
Illinois
$503K +$82.1K +396 +22%
QCG
524
Quadrant Capital Group
Ohio
$500K +$351K +1,691 +325%
WPC
525
Wedmont Private Capital
Pennsylvania
$497K +$19.1K +92 +4%
19 20
21
22 23

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.