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Cboe Global Markets
CBOE

Overview Fund Activity

795 hedge funds and large institutions have $20.5B invested in Cboe Global Markets in 2025 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 277 increasing their positions, 283 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
795
Holders Change
+24
Holders Change %
+3.11%
% of All Funds
10.8%
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
277
Reduced
283
Closed
84
Calls
$286M
Puts
$92.4M
Net Calls
+$193M
Net Calls Change
+$22.7M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$2.14B
2
UBS AM
UBS AM
Illinois
$242M
3
Marshall Wace
Marshall Wace
United Kingdom
$191M
4
UBS Group
UBS Group
Switzerland
$163M
5
PL
Perpetual Ltd
Australia
$67M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$8.53M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$39.2M
3
CCMG
Clark Capital Management Group
Pennsylvania
$972K
4
PI
PineBridge Investments
New York
$920K
5
Goldman Sachs
Goldman Sachs
New York
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
501
Impact Partnership Wealth
Georgia
$551K +$45.5K +201 +9%
FTC
502
Farmers Trust Company
Ohio
$542K -$6.27M -27,689 -92%
TE
503
Tema ETFs
New York
$537K +$537K +2,375 New
SFA
504
Sequoia Financial Advisors
Ohio
$536K -$5.88K -26 -1%
PTC
505
Private Trust Company
Ohio
$534K +$679 +3 +0.1%
HCA
506
Harbor Capital Advisors
Illinois
$533K -$176K -777 -25%
TPCW
507
TD Private Client Wealth
New York
$530K +$1.81K +8 +0.3%
WFI
508
West Family Investments
California
$527K -$163K -721 -24%
ACA
509
Aptus Capital Advisors
Alabama
$525K +$525K +2,322 New
ACM
510
Andina Capital Management
Utah
$524K +$524K +2,315 New
SCM
511
SKBA Capital Management
California
$520K +$520K +2,297 New
VAS
512
Vestmark Advisory Solutions
Massachusetts
$518K +$252K +1,113 +95%
PDL
513
Portfolio Design Labs
California
$510K -$408K -1,802 -44%
USAA
514
United Services Automobile Association
Texas
$506K +$506K +2,272 New
PS
515
Principal Securities
Iowa
$504K – – –
AO
516
Advisor OS
Illinois
$503K +$89.6K +396 +22%
QCG
517
Quadrant Capital Group
Ohio
$500K +$383K +1,691 +325%
WPC
518
Wedmont Private Capital
Pennsylvania
$497K +$19.8K +92 +4%
ST
519
Somerset Trust
Pennsylvania
$490K +$61.8K +273 +14%
DS
520
DRW Securities
Illinois
$490K +$490K +2,165 New
AF
521
Apexium Financial
Texas
$484K – – –
SFS
522
Sowell Financial Services
Arkansas
$475K +$475K +2,098 New
SC
523
Savant Capital
Illinois
$474K +$11.5K +51 +2%
BAAM
524
Baker Avenue Asset Management
California
$472K +$8.83K +39 +2%
RCAG
525
Rehmann Capital Advisory Group
Michigan
$469K +$69.5K +307 +17%
19 20
21
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