ProShares Large Cap Core Plus
CSM
105 hedge funds and large institutions have $273M invested in ProShares Large Cap Core Plus in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
6% more capital invested
Capital invested by funds: $258M → $273M (+$14.4M)
3% more funds holding
Funds holding: 102 → 105 (+3)
1.96% more ownership
Funds ownership: 53.86% → 55.82% (+2%)
36% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 36
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$6.79M |
| 2 |
HAG
HighPoint Advisor Group
Downers Grove,
Illinois
|
+$3.83M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.17M |
| 4 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
+$1.08M |
| 5 |
PG
Patten Group
Chattanooga,
Tennessee
|
+$828K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$1.24M |
| 2 |
Morgan Stanley
New York
|
-$1.08M |
| 3 |
LPL Financial
San Diego,
California
|
-$731K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$720K |
| 5 |
GCP
Gill Capital Partners
Denver,
Colorado
|
-$279K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
101
Toth Financial Advisory
Leesburg,
Virginia
| $14.3K | – | – | – |
|
|
HIA
102
Harbor Investment Advisory
Lutherville,
Maryland
| $6.37K | – | – | – |
|
|
AF
103
Allworth Financial
Folsom,
California
| $6.06K | +$5.93K | +76 | New |
|
|
NFSG
104
Newbridge Financial Services Group
Boca Raton,
Florida
| $2.71K | – | – | – |
|
|
DFA
105
DHJJ Financial Advisors
Naperville,
Illinois
| $319 | – | – | – |
|
106
UBS Group
Zurich,
Switzerland
| – | -$81.3K | -1,062 | Closed |
|
|
HFS
107
Hopwood Financial Services
Reston,
Virginia
| – | -$61.3K | -800 | Closed |
|
|
WANY
108
Wealthspire Advisors (New York)
New York
| – | -$15.9K | -208 | Closed |
|
|
OP
109
ORG Partners
Roanoke,
Indiana
| – | -$13.9K | -181 | Closed |
|
|
AAS
110
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$11.1K | -145 | Closed |
|
|
PS
111
Principal Securities
Des Moines,
Iowa
| – | -$10.8K | -142 | Closed |
|
CSM Hedge Fund Activity: Q4 2025 in Review
105 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q4 2025, worth a combined $273M — up 5.6% from $258M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CSM positions and 6 closed out — a net gain of 5 holders — while 23 added to existing stakes and 36 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $6.79M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $1.24M.
- 105 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q4 2025, up from 102 in Q3 2025.
- Funds reported $273M of ProShares Large Cap Core Plus stock for Q4 2025, up 5.6% quarter-over-quarter.
- 11 funds opened new ProShares Large Cap Core Plus positions in Q4 2025 and 6 closed out, a net change of +5 holders.
- The largest ProShares Large Cap Core Plus buyer in Q4 2025 was United Capital Financial Advisors, an estimated $6.79M added.
- The largest ProShares Large Cap Core Plus seller in Q4 2025 was Kayne Anderson Rudnick Investment Management, an estimated $1.24M sold.
Based on aggregated 13F filings for Q4 2025.