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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$81.9M +$1.47M +22,970 +2%
BlackRock
2
BlackRock
New York
$78.7M -$1.96M -30,704 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$64.7M -$4.25M -66,653 -6%
RRAM
4
River Road Asset Management
Kentucky
$63.6M -$38.6K -605 -0.1%
BIP
5
Brandes Investment Partners
California
$53M +$17.9M +280,247 +52%
GI
6
GAMCO Investors
Connecticut
$35.2M -$21.7K -340 -0.1%
American Century Companies
7
American Century Companies
Missouri
$33.5M +$2.45M +38,408 +8%
Charles Schwab
8
Charles Schwab
California
$32.4M +$2.79M +43,659 +10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$26.9M +$85.1K +1,334 +0.3%
RA
10
Royce & Associates
New York
$26.7M +$172K +2,700 +0.7%
State Street
11
State Street
Massachusetts
$25.7M -$1.32M -20,672 -5%
GF
12
Gabelli Funds
New York
$24.3M -$128K -2,000 -0.5%
LSV Asset Management
13
LSV Asset Management
Illinois
$15.1M -$370K -5,800 -2%
DZ Bank
14
DZ Bank
Germany
$13.8M +$5.43M +85,085 +67%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$13.2M +$753K +11,795 +6%
SFM
16
Systematic Financial Management
New Jersey
$13.1M -$8.3K -130 -0.1%
Northern Trust
17
Northern Trust
Illinois
$11.6M -$530K -8,305 -4%
BCM
18
Bridgeway Capital Management
Texas
$9.93M -$2.46M -38,590 -20%
Allianz Asset Management
19
Allianz Asset Management
Germany
$9.62M +$1.79M +28,045 +23%
Morgan Stanley
20
Morgan Stanley
New York
$8.75M -$4.28M -67,117 -33%
UBS Group
21
UBS Group
Switzerland
$8.35M +$981K +15,373 +14%
Goldman Sachs
22
Goldman Sachs
New York
$7.3M -$2.98M -46,735 -29%
Universal-Beteiligungs- und Servicegesellschaft
23
Universal-Beteiligungs- und Servicegesellschaft
Germany
$7.15M +$1.18M +18,412 +20%
Two Sigma Investments
24
Two Sigma Investments
New York
$6.98M +$4.89M +76,564 +250%
EF
25
Empowered Funds
Pennsylvania
$6.79M -$8.87K -139 -0.1%

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.