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Ingles Markets

203 hedge funds and large institutions have $851M invested in Ingles Markets in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 81 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.51% more ownership

Funds ownership: 88.29%89.8% (+1.5%)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

3% more capital invested

Capital invested by funds: $828M → $851M (+$22.8M)

1% more funds holding

Funds holding: 201203 (+2)

22% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 81

59% less call options, than puts

Call options by funds: $1.3M | Put options by funds: $3.15M

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
63
Reduced
81
Closed
21
Calls
$1.3M
Puts
$3.15M
Net Calls
-$1.85M
Net Calls Change
+$111K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
176
GAMMA Investing
California
$12K +$64 +1 +0.5%
C
177
Covestor
United Kingdom
$9K -$574 -9 -6%
BIG
178
Brooklyn Investment Group
New York
$8.27K +$8.11K +127 New
Osaic Holdings
179
Osaic Holdings
Arizona
$7.16K -$1.98K -31 -22%
ST
180
Smithfield Trust
Pennsylvania
$7K
FGA
181
Fortis Group Advisors
New Jersey
$6.51K
IA
182
IFP Advisors
Florida
$6.11K -$2.3K -36 -28%
CCM
183
Coldstream Capital Management
Washington
$5.47K +$5.36K +84 New
FFA
184
Farther Finance Advisors
California
$4.76K
HWM
185
Hemington Wealth Management
Virginia
$4K -$255 -4 -6%
LC
186
Lindbrook Capital
California
$3.39K -$3.19K -50 -49%
Federated Hermes
187
Federated Hermes
Pennsylvania
$2.6K -$7.98K -125 -76%
SPIA
188
Steward Partners Investment Advisory
New York
$1.95K
AF
189
Allworth Financial
California
$1.57K +$1.6K +25 New
A
190
AlphaQuest
New York
$1.5K +$1.47K +23 New
HWA
191
HHM Wealth Advisors
Tennessee
$1.43K +$1.4K +22 New
EWA
192
EverSource Wealth Advisors
Alabama
$1.37K +$1.02K +16 +320%
RIL
193
Rothschild Investment LLC
Illinois
$1.3K +$638 +10 +100%
QL
194
Quarry LP
New York
$1.17K +$511 +8 +80%
Bessemer Group
195
Bessemer Group
New Jersey
$1K -$44K -690 -99%
SIC
196
Salem Investment Counselors
North Carolina
$782
AAP
197
Arax Advisory Partners
Colorado
$652 +$638 +10 New
LFG
198
Larson Financial Group
Missouri
$586 +$574 +9 New
PWMG
199
Private Wealth Management Group
New Jersey
$522
SAM
200
Smartleaf Asset Management
Massachusetts
$255 -$1.98K -31 -89%

IMKTA Hedge Fund Activity: Q1 2025 in Review

203 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q1 2025, worth a combined $851M — up 2.7% from $828M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IMKTA positions and 21 closed out — a net gain of 2 holders — while 63 added to existing stakes and 81 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $17.9M. The largest seller was Morgan Stanley, cutting an estimated $4.28M.

  • 203 institutional investors held Ingles Markets (IMKTA) as of Q1 2025, up from 201 in Q4 2024.
  • Funds reported $851M of Ingles Markets stock for Q1 2025, up 2.7% quarter-over-quarter.
  • 23 funds opened new Ingles Markets positions in Q1 2025 and 21 closed out, a net change of +2 holders.
  • The largest Ingles Markets buyer in Q1 2025 was Brandes Investment Partners, an estimated $17.9M added.
  • The largest Ingles Markets seller in Q1 2025 was Morgan Stanley, an estimated $4.28M sold.

Based on aggregated 13F filings for Q1 2025.