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Cboe Global Markets
CBOE

Overview Fund Activity

770 hedge funds and large institutions have $17.5B invested in Cboe Global Markets in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 273 increasing their positions, 286 reducing their positions, and 75 closing their positions.

Holders
770
Holders Change
+19
Holders Change %
+2.53%
% of All Funds
10.25%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
109
Increased
273
Reduced
286
Closed
75
Calls
$339M
Puts
$168M
Net Calls
+$171M
Net Calls Change
+$38.6M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$1.5B
2
BlackRock
2
BlackRock
New York
$2.03B
3
First Trust Advisors
3
First Trust Advisors
Illinois
$58.3M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$58.6M
5
Walleye Capital
5
Walleye Capital
New York
$40.6M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$384M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$96.9M
4
UBS AM
4
UBS AM
Illinois
$41.7M
5
NRCM
5
North Reef Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
751
TFC Financial Management
Massachusetts
$977 -$195 -1 -17%
GFPC
752
Global Financial Private Client
Florida
$977 +$977 +5 New
HNB
753
Hilltop National Bank
Wyoming
$782 – – –
PWM
754
Parkworth Wealth Management
California
$782 +$782 +4 New
DRP
755
Decker Retirement Planning
Utah
$782 +$782 +4 New
CPG
756
Cornerstone Planning Group
New Jersey
$616 +$616 +3 New
AWM
757
Abound Wealth Management
Tennessee
$587 – – –
VWA
758
Valued Wealth Advisors
Utah
$587 – – –
RPA
759
Redwood Park Advisors
California
$587 +$587 +3 New
CAWM
760
Capital A Wealth Management
Pennsylvania
$586 +$586 +3 New
RA
761
Rise Advisors
New York
$391 -$4.11K -21 -91%
WA
762
WestEnd Advisors
North Carolina
$391 – – –
CWC
763
Carolinas Wealth Consulting
North Carolina
$391 +$391 +2 New
PWA
764
Principia Wealth Advisory
Texas
$391 +$391 +2 New
DFA
765
DHJJ Financial Advisors
Illinois
$196 – – –
PA
766
PSI Advisors
Florida
$195 – – –
NC
767
NewSquare Capital
Pennsylvania
$195 +$195 +1 New
CSWM
768
Cassady Schiller Wealth Management
Ohio
$195 +$195 +1 New
AWM
769
Activest Wealth Management
Florida
$195 +$195 +1 New
YDMI
770
Y.D. More Investments
Israel
$67 +$35 +66 +112%
GQG Partners
771
GQG Partners
Florida
– -$378M -1,843,744 Closed
NRCM
772
North Reef Capital Management
California
– -$96.3M -470,000 Closed
TI
773
Trexquant Investment
Connecticut
– -$21M -102,738 Closed
HAM
774
Harmony Asset Management
Arizona
– -$15.2M -74,070 Closed
Boston Partners
775
Boston Partners
Massachusetts
– -$11.1M -54,056 Closed
29 30
31
32 33