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Cboe Global Markets

838 hedge funds and large institutions have $21.5B invested in Cboe Global Markets in 2025 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 354 increasing their positions, 263 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $280M | Put options by funds: $103M

79% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 52

35% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 263

4% more funds holding

Funds holding: 806838 (+32)

3% more capital invested

Capital invested by funds: $20.9B → $21.5B (+$666M)

0.09% more ownership

Funds ownership: 88.19%88.28% (+0.09%)

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
838
Holders Change
+32
Holders Change %
+3.97%
% of All Funds
11.03%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.09%
New
93
Increased
354
Reduced
263
Closed
52
Calls
$280M
Puts
$103M
Net Calls
+$177M
Net Calls Change
-$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NS
701
NBC Securities
Alabama
$60K +$30.1K +135 +110%
EFM
702
E Fund Management
China
$59.7K +$57K +256 New
VCM
703
Versant Capital Management
Arizona
$59.5K +$9.57K +43 +20%
ICM
704
Islay Capital Management
Texas
$58.3K
AT
705
Avalon Trust
New Mexico
$54.8K
GWSG
706
GPS Wealth Strategies Group
Colorado
$52K
PWAM
707
Private Wealth Asset Management
Iowa
$50.6K
WBC
708
Westpac Banking Corp
Australia
$50.4K
JWA
709
JFS Wealth Advisors
Pennsylvania
$50.1K +$223 +1 +0.5%
ME
710
McIlrath & Eck
Washington
$46.6K
PW
711
Pandora Wealth
Illinois
$46.6K
AAS
712
Ameritas Advisory Services
Nebraska
$46.3K +$44.1K +198 New
SWM
713
Spire Wealth Management
Virginia
$46.2K +$20.3K +91 +61%
OP
714
ORG Partners
Indiana
$44.5K +$223 +1 +0.5%
UIC
715
Uniplan Investment Counsel
Wisconsin
$43.3K +$39.6K +178 +2,543%
CH
716
Cromwell Holdings
Wyoming
$41K +$1.56K +7 +4%
CPG
717
Cornerstone Planning Group
New Jersey
$35.9K +$445 +2 +1%
HWM
718
Hemington Wealth Management
Virginia
$34K +$6.68K +30 +25%
GM
719
GeoWealth Management
Illinois
$33.8K -$133K -596 -80%
TPWA
720
Twin Peaks Wealth Advisors
California
$33.3K +$29.8K +134 New
HFS
721
Hughes Financial Services
Virginia
$33K +$445 +2 +2%
AGWCA
722
Annis Gardner Whiting Capital Advisors
Florida
$31.9K
HT
723
Headlands Technologies
Illinois
$31.5K +$30.1K +135 New
C
724
Covestor
United Kingdom
$30K -$12.9K -58 -31%
RTC
725
Riverview Trust Company
Washington
$28K -$26K -117 -49%

CBOE Hedge Fund Activity: Q2 2025 in Review

838 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Cboe Global Markets (CBOE) for Q2 2025, worth a combined $21.5B — up 3.2% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new CBOE positions and 52 closed out — a net gain of 41 holders — while 354 added to existing stakes and 263 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $308M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $217M.

  • 838 institutional investors held Cboe Global Markets (CBOE) as of Q2 2025, up from 806 in Q1 2025.
  • Funds reported $21.5B of Cboe Global Markets stock for Q2 2025, up 3.2% quarter-over-quarter.
  • 93 funds opened new Cboe Global Markets positions in Q2 2025 and 52 closed out, a net change of +41 holders.
  • The largest Cboe Global Markets buyer in Q2 2025 was Fidelity Investments, an estimated $308M added.
  • The largest Cboe Global Markets seller in Q2 2025 was T. Rowe Price Investment Management, an estimated $217M sold.

Based on aggregated 13F filings for Q2 2025.