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Ingles Markets

195 hedge funds and large institutions have $820M invested in Ingles Markets in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 78 increasing their positions, 66 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $963K | Put options by funds: $639K

18% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 66

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.79% less ownership

Funds ownership: 89.8%89.01% (-0.79%)

4% less capital invested

Capital invested by funds: $851M → $820M (-$30.3M)

4% less funds holding

Funds holding: 203195 (-8)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

Holders
195
Holders Change
-8
Holders Change %
-3.94%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
78
Reduced
66
Closed
29
Calls
$963K
Puts
$639K
Net Calls
+$324K
Net Calls Change
+$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
FGA
176
Fortis Group Advisors
New Jersey
$6.34K
ST
177
Smithfield Trust
Pennsylvania
$6K -$808 -13 -12%
LFG
178
Larson Financial Group
Missouri
$5.96K +$5.28K +85 +944%
HWM
179
Hemington Wealth Management
Virginia
$4K
FFA
180
Farther Finance Advisors
California
$3.93K -$684 -11 -15%
VCM
181
Versant Capital Management
Arizona
$3.55K +$3.48K +56 New
AAP
182
Arax Advisory Partners
Colorado
$3.04K +$2.36K +38 +380%
SAM
183
Smartleaf Asset Management
Massachusetts
$2.31K +$2.05K +33 +825%
Federated Hermes
184
Federated Hermes
Pennsylvania
$2.22K -$311 -5 -13%
SPIA
185
Steward Partners Investment Advisory
New York
$1.9K
RIL
186
Rothschild Investment LLC
Illinois
$1.27K
SIC
187
Salem Investment Counselors
North Carolina
$761
MPWT
188
MassMutual Private Wealth & Trust
Connecticut
$761 +$746 +12 New
W
189
WealthCollab
Washington
$698 -$10.8K -174 -94%
PFBT
190
Parkside Financial Bank & Trust
Missouri
$634 +$621 +10 New
PWMG
191
Private Wealth Management Group
New Jersey
$508
MCM
192
MAI Capital Management
Ohio
$317 +$311 +5 New
PWM
193
Parkworth Wealth Management
California
$254 +$249 +4 New
BIG
194
Brooklyn Investment Group
New York
$191 -$7.71K -124 -98%
First Trust Advisors
195
First Trust Advisors
Illinois
-$4.33M -66,451 Closed
DIM
196
DC Investments Management
Virginia
-$2.82M -43,324 Closed
Janney Montgomery Scott
197
Janney Montgomery Scott
Pennsylvania
-$1.16M -17,729 Closed
GCP
198
GSA Capital Partners
United Kingdom
-$1.03M -15,784 Closed
LCM
199
Landscape Capital Management
New Jersey
-$995K -15,277 Closed
State of Wisconsin Investment Board
200
State of Wisconsin Investment Board
Wisconsin
-$947K -14,534 Closed

IMKTA Hedge Fund Activity: Q2 2025 in Review

195 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q2 2025, worth a combined $820M — down 3.6% from $851M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of IMKTA and 23 opened new positions — a net loss of 6 holders — while 66 trimmed existing stakes and 78 added.

The largest buyer was Bragg Financial Advisors, opening a new position worth an estimated $9.84M. The largest seller was DZ Bank, cutting an estimated $8.78M.

  • 195 institutional investors held Ingles Markets (IMKTA) as of Q2 2025, down from 203 in Q1 2025.
  • Funds reported $820M of Ingles Markets stock for Q2 2025, down 3.6% quarter-over-quarter.
  • 23 funds opened new Ingles Markets positions in Q2 2025 and 29 closed out, a net change of -6 holders.
  • The largest Ingles Markets buyer in Q2 2025 was Bragg Financial Advisors, an estimated $9.84M added.
  • The largest Ingles Markets seller in Q2 2025 was DZ Bank, an estimated $8.78M sold.

Based on aggregated 13F filings for Q2 2025.