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

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$8.53M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$39.2M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$972K
4
PI
4
PineBridge Investments
New York
$920K
5
Goldman Sachs
5
Goldman Sachs
New York
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
576
Redwood Financial Network
Ohio
$311K +$30.5K +135 +11%
EFG
577
Everhart Financial Group
Ohio
$310K +$310K +1,369 New
FCI
578
Financial Counselors Inc
Kansas
$309K -$53.2K -235 -15%
P
579
Pitcairn
Pennsylvania
$308K -$464K -2,052 -60%
CIA
580
Concurrent Investment Advisors
Florida
$306K +$14.5K +64 +5%
UCFA
581
United Capital Financial Advisors
Texas
$306K -$10.9K -48 -3%
MYIA
582
Mount Yale Investment Advisors
Colorado
$304K +$14.3K +63 +5%
MOS
583
MGO One Seven
Ohio
$301K +$301K +1,332 New
MAM
584
Mystic Asset Management
Rhode Island
$300K – – –
HCM
585
Howland Capital Management
Massachusetts
$294K – – –
AWM
586
Axxcess Wealth Management
California
$291K -$1.36K -6 -0.5%
CC
587
Chicago Capital
Illinois
$291K – – –
CAAS
588
Capital Asset Advisory Services
Michigan
$288K -$1.35K -6 -0.5%
IA
589
IFP Advisors
Florida
$287K -$19.5K -85 -6%
DOA
590
D'Orazio & Associates
Virginia
$284K +$23.3K +103 +9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
591
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$282K +$282K +1,248 New
TPW
592
Talon Private Wealth
Florida
$281K -$129K -568 -31%
CIAS
593
Capital Investment Advisory Services
North Carolina
$277K +$277K +1,225 New
AWM
594
Apollon Wealth Management
South Carolina
$275K -$453 -2 -0.2%
TAM
595
Trust Asset Management
Texas
$273K -$679 -3 -0.2%
MCM
596
Monument Capital Management
Virginia
$272K +$7.47K +33 +3%
MWM
597
Maridea Wealth Management
New York
$272K +$272K +1,202 New
PFP
598
Pinnacle Financial Partners
Tennessee
$272K +$1.13K +5 +0.4%
AWA
599
Aaron Wealth Advisors
Illinois
$272K +$272K +1,201 New
NW
600
NewEdge Wealth
Pennsylvania
$271K -$27.4K -121 -9%
22 23
24
25 26