Scharf ETF
KAT
34 hedge funds and large institutions have $542M invested in Scharf ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
68.73% more ownership
Funds ownership: 0% → 68.73% (+69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scharf Investments
Los Gatos,
California
|
+$281M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$117M |
| 3 |
Morgan Stanley
New York
|
+$68.9M |
| 4 |
IP
Intellectus Partners
San Francisco,
California
|
+$13.3M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$10.8M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $200K | +$196K | +3,546 | New |
|
27
Comerica Bank
Dallas,
Texas
| $74.8K | +$73.4K | +1,330 | New |
|
28
US Bancorp
Minneapolis,
Minnesota
| $71.4K | +$70K | +1,269 | New |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $35.2K | +$34.5K | +625 | New |
|
|
CA
30
Clearstead Advisors
Cleveland,
Ohio
| $32.8K | +$32.2K | +583 | New |
|
31
AssetMark Inc
Concord,
California
| $13.8K | +$13.6K | +246 | New |
|
32
Fidelity Investments
Boston,
Massachusetts
| $13.2K | +$12.9K | +234 | New |
|
|
AF
33
Allworth Financial
Folsom,
California
| $11.8K | +$11.6K | +210 | New |
|
34
JP Morgan Chase
New York
| $11.3K | +$11.1K | +201 | New |
|
KAT Hedge Fund Activity: Q3 2025 in Review
34 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Scharf ETF (KAT) for Q3 2025, worth a combined $542M.
Buyers outnumbered sellers: 34 funds opened new KAT positions and 0 closed out — a net gain of 34 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Scharf Investments, opening a new position worth an estimated $281M.
- 34 institutional investors held Scharf ETF (KAT) as of Q3 2025, up from 0 in Q2 2025.
- Funds reported $542M of Scharf ETF stock for Q3 2025.
- 34 funds opened new Scharf ETF positions in Q3 2025 and 0 closed out, a net change of +34 holders.
- The largest Scharf ETF buyer in Q3 2025 was Scharf Investments, an estimated $281M added.
Based on aggregated 13F filings for Q3 2025.