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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
OF
551
Optimize Financial
California
$396K +$34.8K +168 +11%
AW
552
Apricus Wealth
South Carolina
$388K +$129K +620 +57%
MCA
553
Martin Capital Advisors
Texas
$384K +$13.7K +66 +4%
RGC
554
Roberts, Glore & Co
Illinois
$371K – – –
BMCM
555
Bryn Mawr Capital Management
Pennsylvania
$369K +$96K +463 +40%
PWP
556
Principle Wealth Partners
Connecticut
$362K – – –
MCP
557
Militia Capital Partners
Nevada
$362K +$20.7K +100 +7%
SC
558
Syon Capital
California
$361K +$13.9K +67 +4%
TCOK
559
Trust Company of Kansas
Kansas
$356K – – –
BAM
560
Berkshire Asset Management
Pennsylvania
$352K – – –
DCM
561
Davis Capital Management
Florida
$343K -$13.3K -64 -4%
HI
562
Horizon Investments
North Carolina
$340K +$15.1K +73 +5%
MPM
563
MBB Public Markets
Illinois
$340K +$311K +1,501 New
KTA
564
Keeley-Teton Advisors
Illinois
$339K +$311K +1,500 New
PP
565
PDS Planning
Ohio
$338K +$310K +1,496 New
BAM
566
Belpointe Asset Management
Nevada
$338K -$1.04K -5 -0.3%
BWM
567
Baron Wealth Management
Michigan
$338K +$47.9K +231 +18%
RBI
568
Raiffeisen Bank International
Austria
$334K – – –
GAA
569
Global Assets Advisory
Florida
$333K +$324K +1,564 New
MCM
570
MAI Capital Management
Ohio
$331K -$4.36K -21 -1%
BCM
571
Brookstone Capital Management
Illinois
$330K -$118K -568 -28%
DWT
572
Dorsey & Whitney Trust
South Dakota
$329K +$3.73K +18 +1%
IFU
573
iSAM Funds (UK)
United Kingdom
$328K +$51.6K +249 +21%
Brown Advisory
574
Brown Advisory
Maryland
$327K +$4.98K +24 +2%
PA
575
Profund Advisors
Maryland
$324K -$7.67K -37 -3%
21 22
23
24 25

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.