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CSX Corp

1,697 hedge funds and large institutions have $46.1B invested in CSX Corp in 2025 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 516 increasing their positions, 699 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $567M | Put options by funds: $206M

39% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 131

11% more capital invested

Capital invested by funds: $41.7B → $46.1B (+$4.43B)

2% more funds holding

Funds holding: 1,6651,697 (+32)

0.08% more ownership

Funds ownership: 74.79%74.88% (+0.08%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

26% less repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 699

Holders
1,697
Holders Change
+32
Holders Change %
+1.92%
% of All Funds
22.34%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.14%
New
182
Increased
516
Reduced
699
Closed
131
Calls
$567M
Puts
$206M
Net Calls
+$361M
Net Calls Change
+$280M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1526
Opal Wealth Advisors
New York
$43.7K +$40.3K +1,340 New
TWD
1527
True Wealth Design
Ohio
$41.8K -$181 -6 -0.5%
RF
1528
Robinswood Financial
Washington
$40.1K +$27.1K +900 +273%
ANBT
1529
American National Bank & Trust
Texas
$39.2K
LC
1530
Lavaca Capital
Texas
$39.2K
NC
1531
NewSquare Capital
Pennsylvania
$38.9K +$19K +633 +113%
SL
1532
Salomon & Ludwin
Virginia
$37.8K
MSWM
1533
Mowery & Schoenfeld Wealth Management
Illinois
$37.6K
CIA
1534
Cape Investment Advisory
Georgia
$37.5K
MEG
1535
Millstone Evans Group
Colorado
$37K
FCG
1536
Financial Connections Group
California
$36K
TIM
1537
Tortoise Investment Management
New York
$35.4K +$2.41K +80 +8%
NSG
1538
Nalls Sherbakoff Group
Tennessee
$34.3K +$31.6K +1,050 New
BC
1539
Barrett & Company
Rhode Island
$34.1K
MSWA
1540
Marshall & Sterling Wealth Advisors
New York
$33.7K -$120 -4 -0.4%
OP
1541
ORG Partners
Indiana
$33.6K -$4.42K -147 -13%
CYG
1542
Clean Yield Group
Vermont
$33.6K -$16.9K -560 -35%
SO
1543
Sierra Ocean
California
$33.6K +$752 +25 +2%
BDPWM
1544
Barnes Dennig Private Wealth Management
Ohio
$33.3K
PPC
1545
Park Place Capital
Alabama
$32.9K
BFS
1546
Burkett Financial Services
South Carolina
$32.9K +$120 +4 +0.4%
O
1547
Ossiam
France
$32.5K -$7.04K -234 -19%
VWWMG
1548
Vermillion & White Wealth Management Group
Pennsylvania
$32.5K +$15.8K +525 +112%
ME
1549
McIlrath & Eck
Washington
$32.3K -$67.7K -2,250 -69%
YP
1550
YANKCOM Partnership
South Dakota
$31.6K

CSX Hedge Fund Activity: Q2 2025 in Review

1,697 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q2 2025, worth a combined $46.1B — up 11% from $41.7B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new CSX positions and 131 closed out — a net gain of 51 holders — while 516 added to existing stakes and 699 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $303M. The largest seller was JP Morgan Chase, cutting an estimated $597M.

  • 1,697 institutional investors held CSX Corp (CSX) as of Q2 2025, up from 1,665 in Q1 2025.
  • Funds reported $46.1B of CSX Corp stock for Q2 2025, up 11% quarter-over-quarter.
  • 182 funds opened new CSX Corp positions in Q2 2025 and 131 closed out, a net change of +51 holders.
  • The largest CSX Corp buyer in Q2 2025 was Lazard Asset Management, an estimated $303M added.
  • The largest CSX Corp seller in Q2 2025 was JP Morgan Chase, an estimated $597M sold.

Based on aggregated 13F filings for Q2 2025.