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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
CIAS
601
Capital Investment Advisory Services
North Carolina
$277K +$254K +1,225 New
AWM
602
Apollon Wealth Management
South Carolina
$275K -$415 -2 -0.2%
TAM
603
Trust Asset Management
Texas
$273K -$622 -3 -0.2%
MCM
604
Monument Capital Management
Virginia
$272K +$6.84K +33 +3%
MWM
605
Maridea Wealth Management
New York
$272K +$249K +1,202 New
PFPT
606
Pinnacle Financial Partners (Tennessee)
Tennessee
$272K +$1.04K +5 +0.4%
AWA
607
Aaron Wealth Advisors
Illinois
$272K +$249K +1,201 New
NW
608
NewEdge Wealth
Pennsylvania
$271K -$25.1K -121 -9%
OIA
609
OneDigital Investment Advisors
Kansas
$265K +$243K +1,173 New
AWS
610
Atria Wealth Solutions
New York
$265K -$1.24M -5,957 -84%
ASN
611
Advisory Services Network
Georgia
$265K +$243K +1,171 New
CAM
612
Claret Asset Management
Quebec, Canada
$265K -$243K -1,172 Closed
BBA
613
Baader Bank Aktiengesellschaft
Germany
$263K +$32.1K +155 +15%
PAW
614
Plan A Wealth
Nebraska
$263K +$241K +1,164 New
BTI
615
Blue Trust Inc
Georgia
$261K +$40.2K +194 +20%
TC
616
TownSquare Capital
Utah
$258K +$237K +1,141 New
GFP
617
Gryphon Financial Partners
Ohio
$255K +$233K +1,125 New
BJL
618
Brighton Jones LLC
Washington
$253K +$5.6K +27 +2%
APA
619
Astoria Portfolio Advisors
New York
$249K -$2.28K -11 -0.9%
AWM
620
Aberdeen Wealth Management
Illinois
$249K – – –
ONB
621
Old National Bancorp
Indiana
$247K +$227K +1,092 New
ACM
622
Aljian Capital Management
Nevada
$247K +$622 +3 +0.3%
SC
623
Scotia Capital
Ontario, Canada
$243K +$222K +1,072 New
NAS
624
Nicolet Advisory Services
Wisconsin
$240K -$28.4K -137 -11%
CI
625
Cigna Investments
Connecticut
$237K -$5.19K -25 -2%
23 24
25
26 27

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.