We are live on ! Find out more
CBOE icon

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
WA
626
Wealth Alliance
New York
$237K +$217K +1,045 New
AA
627
Advisory Alpha
Michigan
$235K +$216K +1,040 New
WIA
628
World Investment Advisors
California
$233K -$98.5K -475 -32%
LAM
629
Longboard Asset Management
Arizona
$231K +$212K +1,022 New
P
630
&Partners
Tennessee
$229K +$213K +1,026 New
HPM
631
Hudson Portfolio Management
New York
$229K -$83K -400 -28%
JCM
632
J2 Capital Management
Michigan
$227K +$208K +1,003 New
CIC
633
Chilton Investment Company
Connecticut
$226K +$207K +1,000 New
FIM
634
Fruth Investment Management
Texas
$226K +$207K +1,000 New
AIP
635
Ameritas Investment Partners
Nebraska
$226K -$13.1K -63 -6%
FMLI
636
Fukoku Mutual Life Insurance
Japan
$225K +$207K +996 New
CAPTRUST Financial Advisors
637
CAPTRUST Financial Advisors
North Carolina
$222K +$204K +983 New
SWP
638
Sagespring Wealth Partners
Tennessee
$221K -$13.5K -65 -6%
IWM
639
IHT Wealth Management
Illinois
$221K +$203K +977 New
MA
640
MONECO Advisors
Connecticut
$221K -$20.5K -99 -9%
GT
641
Greenleaf Trust
Michigan
$218K +$200K +962 New
BCA
642
Bay Colony Advisors
Massachusetts
$217K +$202K +976 New
BWMG
643
Barnes Wealth Management Group
California
$215K +$197K +950 New
BWP
644
Burling Wealth Partners
Illinois
$215K +$197K +950 New
BBHC
645
Brown Brothers Harriman & Co
New York
$214K +$6.84K +33 +4%
Simplex Trading
646
Simplex Trading
Illinois
$210K +$193K +929 New
CWMK
647
Caliber Wealth Management (Kansas)
Kansas
$209K +$192K +924 New
CG
648
Curat Global
New Hampshire
$204K +$187K +900 New
VCP
649
Verus Capital Partners
Arizona
$202K +$185K +891 New
WA
650
WPG Advisers
Maryland
$201K -$16K -77 -8%
24 25
26
27 28

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.