We are live on ! Find out more
CHAT icon

Roundhill Generative AI & Technology ETF
CHAT

139 hedge funds and large institutions have $214M invested in Roundhill Generative AI & Technology ETF in 2025 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 58 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,193% more call options, than puts

Call options by funds: $28.6M | Put options by funds: $2.21M

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

287% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 15

30% more funds holding

Funds holding: 107 → 139 (+32)

8% more capital invested

Capital invested by funds: $198M → $214M (+$16.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.75% less ownership

Funds ownership: 27.25% → 21.51% (-5.7%)

Holders
139
Holders Change
+32
Holders Change %
+29.91%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
58
Reduced
15
Closed
11
Calls
$28.6M
Puts
$2.21M
Net Calls
+$26.4M
Net Calls Change
+$17.2M

Top Buyers

1
MCM
Mainstay Capital Management
Michigan
+$21.7M
2
LPL Financial
LPL Financial
California
+$10.7M
3
KWM
Kingsview Wealth Management
Oregon
+$6.77M
4
OMC
Old Mission Capital
Illinois
+$6.22M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.33M

Top Sellers

1
Jane Street
Jane Street
New York
-$33.1M
2
PCM
Price Capital Management
Louisiana
-$7.75M
3
Barclays
Barclays
United Kingdom
-$4.07M
4
IA
Integrity Alliance
Iowa
-$1.06M
5
WIA
World Investment Advisors
California
-$851K
Name Holding Trade Value Shares
Change 		Change in
Stake
BHPW
26
Box Hill Private Wealth
Arizona
$1.12M +$1.18M +19,068 New
CIA
27
Concurrent Investment Advisors
Florida
$1.08M +$160K +2,580 +16%
MOS
28
MGO One Seven
Ohio
$1.08M +$1.13M +18,253 New
EWS
29
Evergreen Wealth Solutions
Pennsylvania
$992K +$1.04M +16,827 New
IAN
30
Integrated Advisors Network
Texas
$867K +$912K +14,705 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$844K -$581K -9,358 -40%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$827K +$235K +3,783 +39%
Belvedere Trading
33
Belvedere Trading
Illinois
$818K -$345K -5,564 -29%
KPWS
34
Kestra Private Wealth Services
Texas
$780K +$27.1K +437 +3%
SWM
35
SeaCrest Wealth Management
New York
$774K +$23.2K +374 +3%
Stifel Financial
36
Stifel Financial
Missouri
$709K +$207K +3,334 +38%
EH
37
Equitable Holdings
New York
$708K +$143K +2,308 +24%
VFA
38
Valeo Financial Advisors
Indiana
$706K +$201K +3,237 +37%
HF
39
HRT Financial
New York
$699K +$736K +11,856 New
IAIM
40
International Assets Investment Management
Florida
$680K +$32.3K +520 +5%
Creative Planning
41
Creative Planning
Kansas
$672K -$62.5K -1,008 -8%
BCM
42
Berbice Capital Management
New York
$637K +$316K +5,091 +89%
AF
43
Allworth Financial
California
$594K +$214K +3,451 +52%
BFA
44
Beacon Financial Advisory
Ohio
$578K +$1.8K +29 +0.3%
Group One Trading
45
Group One Trading
Illinois
$567K -$300K -4,833 -33%
EWM
46
Endowment Wealth Management
Wisconsin
$553K +$28.4K +457 +5%
SWP
47
Stratos Wealth Partners
Ohio
$551K +$177K +2,860 +44%
CSP
48
Cary Street Partners
Virginia
$535K – – –
PAG
49
Private Advisor Group
New Jersey
$527K +$555K +8,943 New
AWM
50
AE Wealth Management
Kansas
$454K +$414K +6,669 +651%
1
2
3 4 5

CHAT Hedge Fund Activity: Q4 2025 in Review

139 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Roundhill Generative AI & Technology ETF (CHAT) for Q4 2025, worth a combined $214M — up 8.2% from $198M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new CHAT positions and 11 closed out — a net gain of 33 holders — while 58 added to existing stakes and 15 trimmed.

The largest buyer was Mainstay Capital Management, adding an estimated $21.7M. The largest seller was Jane Street, cutting an estimated $33.1M.

  • 139 institutional investors held Roundhill Generative AI & Technology ETF (CHAT) as of Q4 2025, up from 107 in Q3 2025.
  • Funds reported $214M of Roundhill Generative AI & Technology ETF stock for Q4 2025, up 8.2% quarter-over-quarter.
  • 44 funds opened new Roundhill Generative AI & Technology ETF positions in Q4 2025 and 11 closed out, a net change of +33 holders.
  • The largest Roundhill Generative AI & Technology ETF buyer in Q4 2025 was Mainstay Capital Management, an estimated $21.7M added.
  • The largest Roundhill Generative AI & Technology ETF seller in Q4 2025 was Jane Street, an estimated $33.1M sold.

Based on aggregated 13F filings for Q4 2025.