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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
SCP
51
Sivia Capital Partners
California
$424K -$446K -7,195 -50%
ATPW
52
Ashton Thomas Private Wealth
Arizona
$424K +$13.3K +215 +3%
VA
53
VestGen Advisors
Illinois
$404K +$425K +6,852 New
UBS Group
54
UBS Group
Switzerland
$395K +$416K +6,700 New
TI
55
Tidal Investments
Wisconsin
$388K +$64.4K +1,038 +19%
SHWA
56
Safe Harbor Wealth Advisors
Ohio
$383K +$381K +6,146 New
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$372K +$8.07K +130 +2%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$372K +$9.06K +146 +2%
AFG
59
Atomi Financial Group
New York
$362K +$381K +6,141 New
GIA
60
Gladstone Institutional Advisory
Florida
$349K +$26.3K +424 +8%
BCM
61
Brookstone Capital Management
Illinois
$339K +$41.4K +668 +13%
QC
62
Quadrature Capital
United Kingdom
$325K +$342K +5,518 New
Raymond James Financial
63
Raymond James Financial
Florida
$323K +$339K +5,470 New
GS
64
GTS Securities
New York
$322K +$73K +1,177 +27%
FFA
65
Farther Finance Advisors
California
$321K +$338K +5,449 New
KAS
66
Kestra Advisory Services
Texas
$317K +$333K +5,375 New
UCFA
67
United Capital Financial Advisors
Texas
$315K +$332K +5,346 New
KIA
68
KCM Investment Advisors
California
$278K – – –
MC
69
Moors & Cabot
Massachusetts
$268K +$282K +4,547 New
JWM
70
Jackson Wealth Management
Florida
$266K +$63.5K +1,024 +29%
PW
71
Paladin Wealth
Minnesota
$266K +$279K +4,504 New
Mariner
72
Mariner
Kansas
$257K +$271K +4,366 New
TI
73
Trexquant Investment
Connecticut
$255K +$46K +742 +21%
SI
74
Stephens Inc
Arkansas
$249K -$35.3K -569 -12%
WANY
75
Wealthspire Advisors (New York)
New York
$247K – – –
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.