CME icon

CME Group
CME

Overview Fund Activity

1,573 hedge funds and large institutions have $86.6B invested in CME Group in 2025 Q1 according to their latest regulatory filings, with 211 funds opening new positions, 589 increasing their positions, 554 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
+95
Holders Change %
+6.43%
% of All Funds
21.37%
Holding in Top 10
62
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+16.98%
% of All Funds
0.84%
New
211
Increased
589
Reduced
554
Closed
91
Calls
$579M
Puts
$427M
Net Calls
+$153M
Net Calls Change
-$16.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$793M
2
GQG Partners
GQG Partners
Florida
+$577M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$554M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$472M
5
Capital International Investors
Capital International Investors
California
+$463M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$751M
2
TIM
Thornburg Investment Management
New Mexico
-$690M
3
Capital World Investors
Capital World Investors
California
-$394M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$372M
5
Invesco
Invesco
Georgia
-$316M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
1001
Rothschild Investment LLC
Illinois
$579K +$14.6K +55 +3%
CWS
1002
Confluence Wealth Services
Pennsylvania
$578K -$187K -717 -24%
EFG
1003
Everhart Financial Group
Ohio
$578K +$41.7K +157 +8%
MWM
1004
Meridian Wealth Management
Kentucky
$576K -$8.49K -32 -1%
LB
1005
Legacy Bridge
Iowa
$573K +$37.1K +140 +7%
WFI
1006
West Family Investments
California
$569K +$13.3K +50 +2%
QWM
1007
Quadcap Wealth Management
Texas
$565K +$796 +3 +0.1%
AFGAS
1008
Allegiance Financial Group Advisory Services
Virginia
$563K +$151K +569 +37%
NP
1009
Ninepoint Partners
Ontario, Canada
$562K – – –
EPIMS
1010
Evelyn Partners Investment Management Services
$561K +$561K +2,043 New
FAFN
1011
First Affirmative Financial Network
Colorado
$559K -$9.02K -34 -2%
CWP
1012
Cyndeo Wealth Partners
Florida
$555K +$531 +2 +0.1%
PWP
1013
Phillips Wealth Planners
Mississippi
$547K -$32.7K -125 -6%
UIM
1014
Unified Investment Management
Georgia
$541K -$33.7K -127 -6%
ABLA
1015
Alan B. Lancz & Associates
Ohio
$537K – – –
SWP
1016
Stratos Wealth Partners
Ohio
$536K -$192K -722 -26%
ASN
1017
Advisory Services Network
Georgia
$533K +$106K +398 +25%
TPCW
1018
TD Private Client Wealth
New York
$532K -$20.4K -77 -4%
AWA
1019
Aaron Wealth Advisors
Illinois
$532K +$117K +440 +28%
CP
1020
Cumberland Partners
Ontario, Canada
$531K -$1.59M -6,000 -75%
SACTSONJ
1021
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$531K – – –
CFFP
1022
Center for Financial Planning
Michigan
$524K +$38.2K +144 +8%
EI
1023
Ellevest Inc
New York
$522K +$51.5K +194 +11%
RFS
1024
Richardson Financial Services
Massachusetts
$517K +$3.18K +12 +0.6%
HCM
1025
Howard Capital Management
Georgia
$517K -$78.3K -295 -13%
39 40
41
42 43