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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
VNA
801
Valley National Advisers
Pennsylvania
$2K +$668 +3 +38%
DF
802
Dunhill Financial
United Kingdom
$1.99K
SWP
803
Strategic Wealth Partners
Ohio
$1.87K +$1.78K +8 New
TCM
804
TD Capital Management
Tennessee
$1.65K
TCA
805
Trifecta Capital Advisors
Illinois
$1.63K +$1.56K +7 New
KWM
806
Kiker Wealth Management
Georgia
$1.63K
HIA
807
HFM Investment Advisors
New Jersey
$1.63K +$891 +4 +133%
TFM
808
TFC Financial Management
Massachusetts
$1.4K +$223 +1 +20%
KG
809
Kilter Group
New York
$1.4K +$1.34K +6 New
RWM
810
Rialto Wealth Management
New York
$1.4K +$1.34K +6 New
LAM
811
Lummis Asset Management
Texas
$1.4K
BHWM
812
Bay Harbor Wealth Management
Maryland
$1.4K +$668 +3 +100%
DWM
813
Dogwood Wealth Management
Kansas
$1.4K +$1.11K +5 +500%
CWP
814
Clark Wealth Partners
Illinois
$1.17K
PWM
815
Parkworth Wealth Management
California
$1.17K +$223 +1 +25%
RF
816
Rossby Financial
Florida
$1.17K +$223 +1 +25%
SFCL
817
Strengthening Families & Communities LLC
Massachusetts
$933
Kayne Anderson Rudnick Investment Management
818
Kayne Anderson Rudnick Investment Management
California
$933 +$891 +4 New
TIM
819
Tortoise Investment Management
New York
$933 +$891 +4 New
AWM
820
Abound Wealth Management
Tennessee
$700
RPA
821
Redwood Park Advisors
California
$700
VWA
822
Valued Wealth Advisors
Utah
$700
WCM
823
WealthTrak Capital Management
Virginia
$700
WA
824
WestEnd Advisors
North Carolina
$700
PWA
825
Principia Wealth Advisory
Texas
$700 +$223 +1 +50%

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.