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Holley

140 hedge funds and large institutions have $223M invested in Holley in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 38

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

0.9% more ownership

Funds ownership: 58.94%59.84% (+0.9%)

0% more funds holding

Funds holding: 140140 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

24% less capital invested

Capital invested by funds: $293M → $223M (-$70.5M)

98% less call options, than puts

Call options by funds: $3K | Put options by funds: $139K

Holders
140
Holders Change
Holders Change %
0%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
56
Reduced
38
Closed
20
Calls
$3K
Puts
$139K
Net Calls
-$136K
Net Calls Change
-$667K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$15.8K -$7.55K -1,992 -28%
TRCT
102
Tower Research Capital (TRC)
New York
$14.1K +$5.48K +1,447 +46%
California State Teachers Retirement System (CalSTRS)
103
California State Teachers Retirement System (CalSTRS)
California
$12.7K -$2.15K -567 -12%
HI
104
Harbour Investments
Wisconsin
$9.21K +$11.4K +3,000 New
MCM
105
MAI Capital Management
Ohio
$8.85K +$7.96K +2,102 +269%
SCM
106
Sterling Capital Management
North Carolina
$7.76K -$6.91K -1,824 -42%
PWPS
107
Pinnacle Wealth Planning Services
Ohio
$7.36K
HCA
108
Harbor Capital Advisors
Illinois
$5K +$292 +77 +5%
HNB
109
Huntington National Bank
Ohio
$4.47K
RFP
110
Root Financial Partners
California
$3.63K
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$3.51K -$2.94K -776 -40%
QCG
112
Quadrant Capital Group
Ohio
$2.92K -$2.57K -679 -42%
FFO
113
Fortitude Family Office
Arizona
$2.59K
Optiver Holding
114
Optiver Holding
Netherlands
$2.33K -$576 -152 -17%
PA
115
Parallel Advisors
California
$2.16K +$2.67K +704 New
EWA
116
EverSource Wealth Advisors
Alabama
$2.03K -$303 -80 -11%
AF
117
Allworth Financial
California
$2.02K +$1.9K +500 +318%
TWD
118
True Wealth Design
Ohio
$1.98K +$462 +122 +23%
EP
119
Essential Partners
California
$1.63K +$1.12K +296 +126%
PWA
120
Physician Wealth Advisors
Utah
$1.48K
TM
121
Torren Management
California
$1.4K
FFA
122
Farther Finance Advisors
California
$1.18K +$807 +213 +130%
AAP
123
Arax Advisory Partners
Colorado
$1.06K +$1.31K +345 New
IA
124
IFP Advisors
Florida
$1.05K +$735 +194 +130%
Osaic Holdings
125
Osaic Holdings
Arizona
$1.04K +$1.14K +300 +750%