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KAT

Scharf ETF
KAT

39 hedge funds and large institutions have $537M invested in Scharf ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

15% more funds holding

Funds holding: 34 → 39 (+5)

5.63% more ownership

Funds ownership: 68.73% → 74.36% (+5.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $542M → $537M (-$5.22M)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
8
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$29.4M
2
EWM
Empirical Wealth Management
Washington
+$6.53M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.42M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$3.36M
5
Mariner
Mariner
Kansas
+$2.73M

Top Sellers

Rank Fund Capital Flow
1
SI
Scharf Investments
California
-$21.7M
2
Morgan Stanley
Morgan Stanley
New York
-$6.47M
3
SA
Sanctuary Advisors
Indiana
-$4.8M
4
Jane Street
Jane Street
New York
-$3.45M
5
UBS Group
UBS Group
Switzerland
-$3.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$240K -$219 -4 -0.1%
AWM
27
Abound Wealth Management
Tennessee
$207K -$8.22K -150 -4%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$195K – – –
PB
29
Pinnacle Bancorp
Nebraska
$126K +$126K +2,296 New
Comerica Bank
30
Comerica Bank
Texas
$73K -$164 -3 -0.2%
US Bancorp
31
US Bancorp
Minnesota
$69.8K – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$34.4K – – –
CA
33
Clearstead Advisors
Ohio
$32.1K – – –
UBS Group
34
UBS Group
Switzerland
$18K -$3.36M -61,339 -99%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$12.9K – – –
AF
36
Allworth Financial
California
$11.6K – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$11.1K – – –
AssetMark Inc
38
AssetMark Inc
California
$8.86K -$4.66K -85 -35%
TAM
39
Tucker Asset Management
Colorado
$1.21K +$1.21K +22 New
SA
40
Sanctuary Advisors
Indiana
– -$4.8M -85,316 Closed
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
– -$240K -4,272 Closed
1
2

KAT Hedge Fund Activity: Q4 2025 in Review

39 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Scharf ETF (KAT) for Q4 2025, worth a combined $537M — down 0.96% from $542M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KAT positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 14 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $29.4M. The largest seller was Scharf Investments, cutting an estimated $21.7M.

  • 39 institutional investors held Scharf ETF (KAT) as of Q4 2025, up from 34 in Q3 2025.
  • Funds reported $537M of Scharf ETF stock for Q4 2025, down 0.96% quarter-over-quarter.
  • 7 funds opened new Scharf ETF positions in Q4 2025 and 2 closed out, a net change of +5 holders.
  • The largest Scharf ETF buyer in Q4 2025 was Focus Partners Wealth, an estimated $29.4M added.
  • The largest Scharf ETF seller in Q4 2025 was Scharf Investments, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2025.