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United States Copper Index Fund

104 hedge funds and large institutions have $101M invested in United States Copper Index Fund in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 11

225% more call options, than puts

Call options by funds: $31.4M | Put options by funds: $9.66M

218% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 11

70% more capital invested

Capital invested by funds: $59.4M → $101M (+$41.6M)

33% more funds holding

Funds holding: 78104 (+26)

0.95% less ownership

Funds ownership: 24.91%23.96% (-0.95%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
104
Holders Change
+26
Holders Change %
+33.33%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
35
Reduced
11
Closed
11
Calls
$31.4M
Puts
$9.66M
Net Calls
+$21.7M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.06M -$28.2K -882 -3%
PWM
27
Perigon Wealth Management
California
$957K +$875K +27,361 New
MA
28
Mutual Advisors
Nebraska
$939K +$859K +26,851 New
BCM
29
Basso Capital Management
Connecticut
$891K +$506K +15,825 +164%
RL
30
Ruffer LLP
United Kingdom
$784K +$717K +22,400 New
Cerity Partners
31
Cerity Partners
New York
$765K +$48.2K +1,508 +7%
BWM
32
BigSur Wealth Management
Florida
$711K
Lazard Asset Management
33
Lazard Asset Management
New York
$677K -$85.5K -2,673 -12%
PFA
34
Pettinga Financial Advisors
Indiana
$591K +$52.8K +1,650 +11%
GC
35
Garde Capital
Washington
$578K
HI
36
Hoey Investments
Pennsylvania
$526K +$214K +6,700 +80%
WT
37
Whittier Trust
California
$522K
KAS
38
Kestra Advisory Services
Texas
$492K +$30.7K +960 +7%
Morgan Stanley
39
Morgan Stanley
New York
$485K +$183K +5,719 +70%
PAG
40
Private Advisor Group
New Jersey
$481K +$440K +13,746 New
AFG
41
Atomi Financial Group
New York
$466K -$16K -500 -4%
IP
42
Isthmus Partners
Wisconsin
$447K
HA
43
Herold Advisors
New York
$378K
AA
44
Advisory Alpha
Michigan
$373K +$1.25K +39 +0.4%
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$355K +$96.9K +3,028 +42%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$351K -$89.4K -2,796 -22%
IP
47
Ignite Planners
California
$350K -$162K -5,049 -34%
OC
48
Oppenheimer & Co
New York
$330K +$302K +9,442 New
USCWA
49
U.S. Capital Wealth Advisors
Texas
$317K +$290K +9,074 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$288K +$3.58K +112 +1%

CPER Hedge Fund Activity: Q4 2025 in Review

104 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in United States Copper Index Fund (CPER) for Q4 2025, worth a combined $101M — up 70% from $59.4M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CPER positions and 11 closed out — a net gain of 26 holders — while 35 added to existing stakes and 11 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $10.1M. The largest seller was HITE Hedge Asset Management, exiting entirely with an estimated $3.9M sold.

  • 104 institutional investors held United States Copper Index Fund (CPER) as of Q4 2025, up from 78 in Q3 2025.
  • Funds reported $101M of United States Copper Index Fund stock for Q4 2025, up 70% quarter-over-quarter.
  • 37 funds opened new United States Copper Index Fund positions in Q4 2025 and 11 closed out, a net change of +26 holders.
  • The largest United States Copper Index Fund buyer in Q4 2025 was Mirae Asset Global Investments, an estimated $10.1M added.
  • The largest United States Copper Index Fund seller in Q4 2025 was HITE Hedge Asset Management, an estimated $3.9M sold.

Based on aggregated 13F filings for Q4 2025.