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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
CWM
576
Centric Wealth Management
Illinois
$318K – – –
SAI
577
Savvy Advisors Inc
New York
$318K +$2.9K +14 +1%
AWM
578
Aprio Wealth Management
Georgia
$317K +$46.5K +224 +19%
RPGK
579
Retirement Planning Group (Kansas)
Kansas
$316K – – –
II
580
Inspire Investing
Idaho
$316K +$16.2K +78 +6%
PWM
581
Perigon Wealth Management
California
$314K +$2.07K +10 +0.7%
S
582
SignatureFD
Georgia
$313K +$65.1K +314 +29%
RFN
583
Redwood Financial Network
Ohio
$311K +$28K +135 +11%
EFG
584
Everhart Financial Group
Ohio
$310K +$284K +1,369 New
FCI
585
Financial Counselors Inc
Kansas
$309K -$48.7K -235 -15%
P
586
Pitcairn
Pennsylvania
$308K -$426K -2,052 -60%
CIA
587
Concurrent Investment Advisors
Florida
$306K +$13.3K +64 +5%
UCFA
588
United Capital Financial Advisors
Texas
$306K -$9.96K -48 -3%
MYIA
589
Mount Yale Investment Advisors
Colorado
$304K +$13.1K +63 +5%
MOS
590
MGO One Seven
Ohio
$301K +$276K +1,332 New
MAM
591
Mystic Asset Management
Rhode Island
$300K – – –
HCM
592
Howland Capital Management
Massachusetts
$294K – – –
AWM
593
Axxcess Wealth Management
California
$291K -$1.25K -6 -0.5%
CC
594
Chicago Capital
Illinois
$291K – – –
CAAS
595
Capital Asset Advisory Services
Michigan
$288K -$1.25K -6 -0.5%
DCM
596
DGS Capital Management
New Jersey
$288K -$13.1K -63 -5%
IA
597
IFP Advisors
Florida
$287K -$17.6K -85 -6%
DOA
598
D'Orazio & Associates
Virginia
$284K +$21.4K +103 +9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
599
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$282K +$259K +1,248 New
TPW
600
Talon Private Wealth
Florida
$281K -$118K -568 -31%
22 23
24
25 26

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.