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Cboe Global Markets
CBOE

Overview Fund Activity

825 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, 348 increasing their positions, 259 reducing their positions, and 51 closing their positions.

Holders
825
Holders Change
+30
Holders Change %
+3.77%
% of All Funds
11.07%
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
348
Reduced
259
Closed
51
Calls
$280M
Puts
$103M
Net Calls
+$177M
Net Calls Change
-$16.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$686M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$2.3B
3
Invesco
3
Invesco
Georgia
$403M
4
Man Group
4
Man Group
United Kingdom
$128M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$58.4M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$721M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
TIA
3
Tandem Investment Advisors
South Carolina
$3.46M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$24.8M
5
Victory Capital Management
5
Victory Capital Management
Texas
$39.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
801
Bay Harbor Wealth Management
Maryland
$1.4K +$700 +3 +100%
DWM
802
Dogwood Wealth Management
Kansas
$1.4K +$1.16K +5 +500%
PWM
803
Parkworth Wealth Management
California
$1.17K +$233 +1 +25%
RF
804
Rossby Financial
Florida
$1.17K +$233 +1 +25%
SFCL
805
Strengthening Families & Communities LLC
Massachusetts
$933 – – –
TIM
806
Tortoise Investment Management
New York
$933 +$933 +4 New
Kayne Anderson Rudnick Investment Management
807
Kayne Anderson Rudnick Investment Management
California
$933 +$933 +4 New
RPA
808
Redwood Park Advisors
California
$700 – – –
AWM
809
Abound Wealth Management
Tennessee
$700 – – –
VWA
810
Valued Wealth Advisors
Utah
$700 – – –
WCM
811
WealthTrak Capital Management
Virginia
$700 – – –
WA
812
WestEnd Advisors
North Carolina
$700 – – –
PWA
813
Principia Wealth Advisory
Texas
$700 +$233 +1 +50%
SC
814
Stephens Consulting
Michigan
$700 +$700 +3 New
QWM
815
Quaker Wealth Management
New Jersey
$700 +$700 +3 New
CA
816
CoreCap Advisors
Michigan
$466 -$10K -43 -96%
CIAS
817
CBIZ Investment Advisory Services
Ohio
$466 +$466 +2 New
BLC
818
Brown, Lisle/Cummings
Rhode Island
$287 – – –
ACA
819
American Capital Advisory
Idaho
$234 – – –
DFA
820
DHJJ Financial Advisors
Illinois
$234 – – –
MHR
821
Matthew Hamilton Rosenberg
$233 – – –
BCWM
822
Bartlett & Co Wealth Management
Ohio
$233 – – –
RS
823
Rakuten Securities
Japan
$233 +$233 +1 New
CAM
824
Creekmur Asset Management
Illinois
$124 -$11.3K -91 -99%
YDMI
825
Y.D. More Investments
Israel
$63 -$34 -50 -35%
31 32
33
34 35