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ProShares Large Cap Core Plus

102 hedge funds and large institutions have $258M invested in ProShares Large Cap Core Plus in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

3% more funds holding

Funds holding: 99102 (+3)

5% more capital invested

Capital invested by funds: $246M → $258M (+$11.7M)

1.38% less ownership

Funds ownership: 55.23%53.86% (-1.4%)

30% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 37

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
26
Reduced
37
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$62.3M +$179K +2,445 +0.3%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$30.3M -$125K -1,700 -0.4%
LPL Financial
3
LPL Financial
California
$23.2M +$967K +13,184 +5%
BRWA
4
B. Riley Wealth Advisors
Florida
$13.5M -$1.65M -22,551 -11%
Stifel Financial
5
Stifel Financial
Missouri
$9.25M +$23.4K +319 +0.3%
OBWG
6
Onyx Bridge Wealth Group
New York
$8.95M +$43.9K +599 +0.5%
WW
7
Waterfront Wealth
Kansas
$8.07M +$293K +3,999 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.49M -$147K -2,010 -2%
AF
9
Apexium Financial
Texas
$6.98M -$289K -3,943 -4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$5.98M -$377K -5,138 -6%
Bank of America
11
Bank of America
North Carolina
$5.25M -$1.02M -13,970 -17%
Wells Fargo
12
Wells Fargo
California
$4.88M -$101K -1,382 -2%
LPT
13
Legacy Private Trust
Wisconsin
$4.27M -$243K -3,321 -6%
MA
14
Mutual Advisors
Nebraska
$4.04M -$5.64K -77 -0.1%
GCP
15
Gill Capital Partners
Colorado
$3.92M -$229K -3,126 -6%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.69M -$807K -11,013 -18%
Raymond James Financial
17
Raymond James Financial
Florida
$3.65M -$660 -9 -0%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$3.18M -$1.03K -14 -0%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.74M +$1.66M +22,676 +174%
KAS
20
Kestra Advisory Services
Texas
$2.73M +$13K +177 +0.5%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$2.7M -$106K -1,444 -4%
DWAM
22
Duncan Williams Asset Management
Tennessee
$2.39M -$38.6K -526 -2%
MF
23
Manchester Financial
California
$2.3M +$1.2M +16,311 +119%
Cerity Partners
24
Cerity Partners
New York
$2.29M
HWA
25
HCR Wealth Advisors
California
$1.98M

CSM Hedge Fund Activity: Q3 2025 in Review

102 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in ProShares Large Cap Core Plus (CSM) for Q3 2025, worth a combined $258M — up 4.7% from $246M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CSM positions and 5 closed out — a net gain of 5 holders — while 26 added to existing stakes and 37 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.66M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $2.92M sold.

  • 102 institutional investors held ProShares Large Cap Core Plus (CSM) as of Q3 2025, up from 99 in Q2 2025.
  • Funds reported $258M of ProShares Large Cap Core Plus stock for Q3 2025, up 4.7% quarter-over-quarter.
  • 10 funds opened new ProShares Large Cap Core Plus positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest ProShares Large Cap Core Plus buyer in Q3 2025 was Cetera Investment Advisers, an estimated $1.66M added.
  • The largest ProShares Large Cap Core Plus seller in Q3 2025 was Freedom Investment Management, an estimated $2.92M sold.

Based on aggregated 13F filings for Q3 2025.