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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$82.1M +$2.3M +37,094 +3%
BlackRock
2
BlackRock
New York
$76.5M -$143K -2,304 -0.2%
RRAM
3
River Road Asset Management
Kentucky
$62M +$552K +8,886 +0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$60.2M -$2.73M -43,982 -4%
BIP
5
Brandes Investment Partners
California
$60.1M +$8.35M +134,398 +17%
GI
6
GAMCO Investors
Connecticut
$36.8M +$2.42M +38,981 +7%
American Century Companies
7
American Century Companies
Missouri
$34M +$1.4M +22,598 +4%
Charles Schwab
8
Charles Schwab
California
$30.8M -$684K -11,013 -2%
RA
9
Royce & Associates
New York
$27.7M +$1.75M +28,100 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$27.1M +$896K +14,424 +3%
GF
11
Gabelli Funds
New York
$23.4M -$249K -4,000 -1%
State Street
12
State Street
Massachusetts
$22.4M -$2.52M -40,497 -10%
SFM
13
Systematic Financial Management
New Jersey
$14.2M +$1.37M +22,075 +11%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$13.8M +$649K +10,450 +5%
Northern Trust
15
Northern Trust
Illinois
$10.7M -$592K -9,524 -5%
BFA
16
Bragg Financial Advisors
North Carolina
$10M +$9.84M +158,320 New
Morgan Stanley
17
Morgan Stanley
New York
$9.98M +$1.43M +23,038 +17%
Allianz Asset Management
18
Allianz Asset Management
Germany
$9.62M +$248K +3,993 +3%
BCM
19
Bridgeway Capital Management
Texas
$9.34M -$316K -5,081 -3%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$8.32M +$3.62M +58,309 +80%
LSV Asset Management
21
LSV Asset Management
Illinois
$7.74M -$6.8M -109,512 -47%
Two Sigma Investments
22
Two Sigma Investments
New York
$7.49M +$676K +10,872 +10%
DA
23
Denali Advisors
California
$6.41M -$70.3K -1,132 -1%
Goldman Sachs
24
Goldman Sachs
New York
$5.82M -$1.26M -20,278 -18%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$5.68M -$68.2K -1,097 -1%

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.