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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
ANBT
676
American National Bank & Trust
Texas
$70.8K +$64.9K +313 New
SW
677
SVB Wealth
Massachusetts
$69.9K +$64.1K +309 New
CSB
678
City State Bank
Iowa
$67.9K – – –
SIM
679
Sentry Investment Management
Wisconsin
$63K -$18.7K -90 -23%
WF
680
Wayfinding Financial
Washington
$63K +$58.3K +281 New
PFBT
681
Parkside Financial Bank & Trust
Missouri
$60.6K +$207 +1 +0.4%
AF
682
Allworth Financial
California
$57.8K -$207 -1 -0.4%
ICM
683
Islay Capital Management
Texas
$56.6K – – –
RTC
684
Riverview Trust Company
Washington
$53.6K -$830 -4 -2%
AT
685
Avalon Trust
New Mexico
$53.2K – – –
GWSG
686
GPS Wealth Strategies Group
Colorado
$50.5K – – –
PWAM
687
Private Wealth Asset Management
Iowa
$49.1K +$45K +217 New
WBC
688
Westpac Banking Corp
Australia
$48.9K – – –
JWA
689
JFS Wealth Advisors
Pennsylvania
$48.4K – – –
VCM
690
Versant Capital Management
Arizona
$48K +$30.3K +146 +221%
ME
691
McIlrath & Eck
Washington
$45.3K – – –
PW
692
Pandora Wealth
Illinois
$45.3K +$41.5K +200 New
OP
693
ORG Partners
Indiana
$43K +$3.73K +18 +10%
GAM
694
Generali Asset Management
Italy
$42.5K – – –
C
695
Covestor
United Kingdom
$42K +$6.64K +32 +21%
AAP
696
Arax Advisory Partners
Colorado
$39.4K +$31.9K +154 +770%
CH
697
Cromwell Holdings
Wyoming
$38.2K +$1.66K +8 +5%
GP
698
Greenline Partners
New York
$34.6K +$1.25K +6 +4%
SWM
699
Spire Wealth Management
Virginia
$33.5K +$6.01K +29 +24%
AGWCA
700
Annis Gardner Whiting Capital Advisors
Florida
$31K – – –
26 27
28
29 30

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.