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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
Jones Financial Companies
126
Jones Financial Companies
Missouri
$1.02K +$1.33K +350 New
Group One Trading
127
Group One Trading
Illinois
$906
RIL
128
Rothschild Investment LLC
Illinois
$829 +$978 +258 +2,150%
BWA
129
Basecamp Wealth Advisors
Washington
$768 +$947 +250 New
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$675 -$97.1K -25,617 -99%
SAM
131
Smartleaf Asset Management
Massachusetts
$498 +$633 +167 New
SS
132
SBI Securities
Japan
$491
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$319 -$2.46K -650 -86%
WPA
134
Wealth Preservation Advisors
Tennessee
$239 +$296 +78 New
JWM
135
JPL Wealth Management
Colorado
$16 +$19 +5 New
SIC
136
SJS Investment Consulting
Ohio
$16 +$19 +5 New
CIAM
137
Caitong International Asset Management
Hong Kong
$6 +$8 +2 New
Jane Street
138
Jane Street
New York
-$981K -237,439 Closed
EI
139
EAM Investors
California
-$842K -203,929 Closed
Two Sigma Advisers
140
Two Sigma Advisers
New York
-$771K -186,700 Closed
Polen Capital Management
141
Polen Capital Management
Florida
-$318K -77,032 Closed
QT
142
Quantbot Technologies
New York
-$231K -55,899 Closed
Verition Fund Management
143
Verition Fund Management
Connecticut
-$198K -47,831 Closed
SG Americas Securities
144
SG Americas Securities
New York
-$196K -47,575 Closed
OQS
145
Occudo Quantitative Strategies
Florida
-$144K -34,912 Closed
SA
146
Sonoma Allocations
California
-$120K -29,413 Closed
Balyasny Asset Management
147
Balyasny Asset Management
Illinois
-$102K -24,650 Closed
QC
148
Quadrature Capital
United Kingdom
-$88.5K -21,420 Closed
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
-$62K -15,000 Closed
HighTower Advisors
150
HighTower Advisors
Illinois
-$58.1K -14,058 Closed