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CF Industries

788 hedge funds and large institutions have $14.3B invested in CF Industries in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 277 increasing their positions, 305 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.12% less ownership

Funds ownership: 98.26%98.13% (-0.12%)

3% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 91

9% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 305

2% less funds holding

Funds holding: 801788 (-13)

7% less capital invested

Capital invested by funds: $15.3B → $14.3B (-$1.06B)

29% less call options, than puts

Call options by funds: $282M | Put options by funds: $399M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
788
Holders Change
-13
Holders Change %
-1.62%
% of All Funds
10.34%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
88
Increased
277
Reduced
305
Closed
91
Calls
$282M
Puts
$399M
Net Calls
-$117M
Net Calls Change
-$285M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77B -$4.97M -55,715 -0.3%
BlackRock
2
BlackRock
New York
$1.13B -$12.9M -144,450 -1%
State Street
3
State Street
Massachusetts
$715M -$1.15M -12,949 -0.2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$625M -$50.8M -570,062 -8%
Charles Schwab
5
Charles Schwab
California
$565M +$45.8M +513,653 +9%
Victory Capital Management
6
Victory Capital Management
Texas
$450M +$42.8M +480,126 +11%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$418M -$56.8M -637,068 -12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$392M -$268K -3,003 -0.1%
Morgan Stanley
9
Morgan Stanley
New York
$328M +$28.3M +317,745 +10%
Boston Partners
10
Boston Partners
Massachusetts
$322M +$42.5M +476,769 +15%
Ameriprise
11
Ameriprise
Minnesota
$301M +$5.7M +63,938 +2%
Invesco
12
Invesco
Georgia
$286M -$64.2M -720,423 -18%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$281M +$50.7M +568,710 +22%
Northern Trust
14
Northern Trust
Illinois
$268M +$10.2M +114,788 +4%
EARNEST Partners
15
EARNEST Partners
Georgia
$202M +$2.36M +26,421 +1%
Bank of America
16
Bank of America
North Carolina
$199M -$23.6M -264,558 -11%
Allianz Asset Management
17
Allianz Asset Management
Germany
$197M +$41.4M +464,115 +27%
First Trust Advisors
18
First Trust Advisors
Illinois
$167M -$89.6M -1,004,785 -35%
Deutsche Bank
19
Deutsche Bank
Germany
$160M +$53.5M +599,538 +51%
Caisse de Depot et Placement du Quebec (CDPQ)
20
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$159M +$54.4M +610,259 +52%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$152M -$10.3M -115,241 -6%
SEI Investments
22
SEI Investments
Pennsylvania
$140M +$6.81M +76,340 +5%
UBS Group
23
UBS Group
Switzerland
$139M -$84.6M -949,417 -38%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$132M +$13.1M +146,801 +11%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$129M -$76.4M -856,804 -37%

CF Hedge Fund Activity: Q3 2025 in Review

788 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in CF Industries (CF) for Q3 2025, worth a combined $14.3B — down 6.9% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of CF and 88 opened new positions — a net loss of 3 holders — while 305 trimmed existing stakes and 277 added.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $54.4M. The largest seller was Pacer Advisors, cutting an estimated $118M.

  • 788 institutional investors held CF Industries (CF) as of Q3 2025, down from 801 in Q2 2025.
  • Funds reported $14.3B of CF Industries stock for Q3 2025, down 6.9% quarter-over-quarter.
  • 88 funds opened new CF Industries positions in Q3 2025 and 91 closed out, a net change of -3 holders.
  • The largest CF Industries buyer in Q3 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $54.4M added.
  • The largest CF Industries seller in Q3 2025 was Pacer Advisors, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2025.