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814 hedge funds and large institutions have $18.2B invested in KeyCorp in 2025 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 281 increasing their positions, 275 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 61

7% more capital invested

Capital invested by funds: $16.9B → $18.2B (+$1.22B)

3% more funds holding

Funds holding: 790814 (+24)

2% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 275

0.12% less ownership

Funds ownership: 88.73%88.62% (-0.12%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

17% less call options, than puts

Call options by funds: $154M | Put options by funds: $185M

Holders
814
Holders Change
+24
Holders Change %
+3.04%
% of All Funds
10.68%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
96
Increased
281
Reduced
275
Closed
61
Calls
$154M
Puts
$185M
Net Calls
-$31.9M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FDW
651
Fourth Dimension Wealth
Ohio
$44.9K
TIM
652
Tortoise Investment Management
New York
$43.6K +$481 +26 +1%
MPWT
653
MassMutual Private Wealth & Trust
Connecticut
$43.3K -$2.76K -149 -6%
CWP
654
Concord Wealth Partners
Virginia
$40.8K
AF
655
Alerus Financial
North Dakota
$39.6K
SIS
656
Sound Income Strategies
Florida
$38.2K +$7.18K +388 +23%
CIM
657
Contravisory Investment Management
Massachusetts
$38K
TCOV
658
Trust Company of Vermont
Vermont
$37.9K
MCM
659
MV Capital Management
Maryland
$37.6K
RFP
660
Root Financial Partners
California
$37.2K +$36.9K +1,992 New
GWM
661
Geneos Wealth Management
Colorado
$36.8K -$9.98K -539 -21%
LFG
662
Larson Financial Group
Missouri
$35.8K +$741 +40 +2%
KA
663
Kozak & Associates
Colorado
$34.5K -$3.83K -207 -9%
WANY
664
Wealthspire Advisors (New York)
New York
$33.7K +$33.4K +1,803 New
SWM
665
Spire Wealth Management
Virginia
$33.4K -$4.04K -218 -11%
FUBT
666
First United Bank & Trust
Maryland
$32.7K
KFA
667
Kelleher Financial Advisors
New York
$32.4K +$32.1K +1,734 New
BOJHT
668
Bank of Jackson Hole Trust
Wyoming
$32.4K
S
669
Sachetta
Massachusetts
$32.2K +$29.5K +1,595 +1,246%
ACA
670
American Capital Advisory
Idaho
$32.1K
CFB
671
Cullen/Frost Bankers
Texas
$30.1K -$1.85K -100 -6%
SIM
672
Sentry Investment Management
Wisconsin
$30K -$29.2K -1,577 -49%
CA
673
Centerpoint Advisors
Massachusetts
$30K
WWM
674
Wolff Wiese Magana
California
$28.8K
WT
675
Whittier Trust
California
$28.4K