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Genius Sports

214 hedge funds and large institutions have $2.13B invested in Genius Sports in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 81 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $34.1M | Put options by funds: $8.76M

227% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 15

113% more funds holding in top 10

Funds holding in top 10: 817 (+9)

53% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 53

30% more capital invested

Capital invested by funds: $1.64B → $2.13B (+$494M)

19% more funds holding

Funds holding: 180214 (+34)

0.9% more ownership

Funds ownership: 87.83%88.72% (+0.9%)

Holders
214
Holders Change
+34
Holders Change %
+18.89%
% of All Funds
2.87%
Holding in Top 10
17
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+112.5%
% of All Funds
0.23%
New
49
Increased
81
Reduced
53
Closed
15
Calls
$34.1M
Puts
$8.76M
Net Calls
+$25.4M
Net Calls Change
-$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Caledonia Investments (Australia)
Australia
$150M -$31M -3,346,297 -18%
Capital Research Global Investors
2
Capital Research Global Investors
California
$132M +$2.28M +246,341 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$103M +$19.3M +2,076,590 +25%
VC
4
Voss Capital
Texas
$92.8M +$12.5M +1,346,087 +17%
CCPM
5
Cooper Creek Partners Management
New York
$83.9M -$12.2M -1,314,266 -14%
GIM
6
Granahan Investment Management
Massachusetts
$77.9M -$1.65M -178,304 -2%
SM
7
Senvest Management
New York
$77.1M +$1.75M +189,264 +3%
HRCM
8
Hood River Capital Management
Florida
$66M +$14.6M +1,569,716 +31%
Goldman Sachs
9
Goldman Sachs
New York
$61.6M -$572K -61,680 -1%
DCM
10
Discovery Capital Management
Connecticut
$59.2M +$6.16M +663,827 +13%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$59M +$38.2M +4,124,071 +233%
NAMA
12
Nikko Asset Management Americas
New York
$57.1M -$272K -29,350 -0.5%
Sumitomo Mitsui Trust Group
13
Sumitomo Mitsui Trust Group
Japan
$57.1M -$272K -29,350 -0.5%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$48.5M -$12.8M -1,384,370 -22%
BlackRock
15
BlackRock
New York
$46.6M +$1.17M +126,391 +3%
OAM
16
Ophir Asset Management
Australia
$43.3M -$12.7M -1,365,301 -24%
DSCM
17
Divisadero Street Capital Management
Florida
$43M +$6.94M +748,886 +21%
PCM
18
Portolan Capital Management
Massachusetts
$42.9M +$11.2M +1,211,697 +39%
AIM
19
ARK Investment Management
Florida
$40.6M -$3.08M -332,331 -8%
Citadel Advisors
20
Citadel Advisors
Florida
$40.4M +$11.6M +1,251,950 +45%
DCM
21
Driehaus Capital Management
Illinois
$28.9M -$14.2K -1,528 -0.1%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.3M +$26.2M +2,825,129 New
VOYA Investment Management
23
VOYA Investment Management
Georgia
$27.8M +$4.32M +465,862 +20%
Millennium Management
24
Millennium Management
New York
$27.7M +$24.1M +2,601,453 +1,579%
IA
25
IFC Advisors
California
$27.4M +$1.61M +173,171 +7%

GENI Hedge Fund Activity: Q1 2025 in Review

214 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Genius Sports (GENI) for Q1 2025, worth a combined $2.13B — up 30% from $1.64B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new GENI positions and 15 closed out — a net gain of 34 holders — while 81 added to existing stakes and 53 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $38.2M. The largest seller was Caledonia Investments (Australia), cutting an estimated $31M.

  • 214 institutional investors held Genius Sports (GENI) as of Q1 2025, up from 180 in Q4 2024.
  • Funds reported $2.13B of Genius Sports stock for Q1 2025, up 30% quarter-over-quarter.
  • 49 funds opened new Genius Sports positions in Q1 2025 and 15 closed out, a net change of +34 holders.
  • The largest Genius Sports buyer in Q1 2025 was Fidelity Investments, an estimated $38.2M added.
  • The largest Genius Sports seller in Q1 2025 was Caledonia Investments (Australia), an estimated $31M sold.

Based on aggregated 13F filings for Q1 2025.