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Holley

118 hedge funds and large institutions have $144M invested in Holley in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1.94% more ownership

Funds ownership: 45.27%47.2% (+1.9%)

7% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 43

4% less funds holding

Funds holding: 123118 (-5)

12% less capital invested

Capital invested by funds: $164M → $144M (-$19.5M)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

75% less call options, than puts

Call options by funds: $38K | Put options by funds: $153K

Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
40
Reduced
43
Closed
17
Calls
$38K
Puts
$153K
Net Calls
-$115K
Net Calls Change
-$124K
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$26.6M +$477K +170,132 +2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$20.8M -$1.25M -443,823 -5%
BOCH
3
Blue Owl Capital Holdings
New York
$13.7M +$6.53M +2,327,746 +78%
BAMCO Inc
4
BAMCO Inc
New York
$10.3M
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.46M +$541K +192,672 +6%
BlackRock
6
BlackRock
New York
$8.29M -$42.7K -15,208 -0.5%
CCG
7
Clearlake Capital Group
California
$7.07M
Boston Partners
8
Boston Partners
Massachusetts
$6.68M +$2.89M +1,029,495 +66%
Bank of America
9
Bank of America
North Carolina
$3.76M +$1.08M +386,434 +36%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$3.47M +$477K +170,101 +14%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.11M +$146K +52,022 +4%
SC
12
Skylands Capital
Wisconsin
$3.01M -$64.5K -22,983 -2%
State Street
13
State Street
Massachusetts
$2.82M -$33.6K -11,970 -1%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$2.37M +$286K +101,800 +12%
Wells Fargo
15
Wells Fargo
California
$2.06M +$175K +62,497 +8%
BCM
16
Bridgeway Capital Management
Texas
$1.53M +$59.3K +21,121 +4%
MBAM
17
Mink Brook Asset Management
Florida
$1.42M
Morgan Stanley
18
Morgan Stanley
New York
$1.34M -$154K -55,000 -10%
Franklin Resources
19
Franklin Resources
California
$1.31M +$1.43M +508,108 New
Charles Schwab
20
Charles Schwab
California
$1.22M +$225K +80,366 +20%
SEI Investments
21
SEI Investments
Pennsylvania
$1.2M +$147K +52,367 +13%
Northern Trust
22
Northern Trust
Illinois
$1.11M -$52.8K -18,826 -4%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$924K +$416K +148,359 +70%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$786K +$82.4K +29,357 +11%
EF
25
Empowered Funds
Pennsylvania
$727K +$59.3K +21,121 +8%