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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
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.43K – – –
OP
127
ORG Partners
Indiana
$8.25K +$8.69K +140 New
SA
128
Strategic Advocates
Utah
$7.47K +$1.61K +26 +26%
US Bancorp
129
US Bancorp
Minnesota
$5.9K – – –
MCA
130
McGuire Capital Advisors
Oklahoma
$4.89K +$5.15K +83 New
AAP
131
Arax Advisory Partners
Colorado
$4.07K +$4.28K +69 New
RF
132
Rossby Financial
Florida
$3.83K – – –
RDFA
133
Ritter Daniher Financial Advisory
Ohio
$2.12K +$2.23K +36 New
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$2K – – –
ECA
135
Elevated Capital Advisors
Utah
$1.82K +$1.92K +31 New
SWP
136
Strategic Wealth Partners
Ohio
$1.06K +$1.12K +18 New
S
137
SignatureFD
Georgia
$938 +$993 +16 New
AA
138
Ancora Advisors
Ohio
$708 +$745 +12 New
HI
139
Horizon Investments
North Carolina
$472 – – –
MA
140
MCF Advisors
Kentucky
$59 – – –
IA
141
Integrity Alliance
Iowa
– -$1.06M -17,262 Closed
WIA
142
World Investment Advisors
California
– -$851K -13,841 Closed
Marshall Wace
143
Marshall Wace
United Kingdom
– -$285K -4,636 Closed
BW
144
BXM Wealth
Colorado
– -$238K -3,875 Closed
D.E. Shaw & Co
145
D.E. Shaw & Co
New York
– -$226K -3,667 Closed
PI
146
PFG Investments
New York
– -$207K -3,368 Closed
ASN
147
Advisory Services Network
Georgia
– -$73.4K -1,193 Closed
PS
148
Principal Securities
Iowa
– -$18.4K -300 Closed
Bank of America
149
Bank of America
North Carolina
– -$12.7K -206 Closed
CPG
150
Cornerstone Planning Group
New Jersey
– -$3.08K -46 Closed
3 4 5
6
7

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.