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Koss Corp
KOSS

22 hedge funds and large institutions have $15.8M invested in Koss Corp in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more capital invested

Capital invested by funds: $4.33M → $15.8M (+$11.5M)

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

29.48% more ownership

Funds ownership: 6.28% → 35.76% (+29%)

21% less funds holding

Funds holding: 28 → 22 (-6)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
22
Holders Change
-6
Holders Change %
-21.43%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
3
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$17.4M
2
UBS Group
UBS Group
Switzerland
+$22.7K
3
NEWAS
N.E.W. Advisory Services
Wisconsin
+$12.1K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$10.9K
5
Morgan Stanley
Morgan Stanley
New York
+$6.03K

Top Sellers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
-$447K
2
Citadel Advisors
Citadel Advisors
Florida
-$212K
3
Jane Street
Jane Street
New York
-$125K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$103K
5
VF
Virtu Financial
New York
-$92K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
1
Lido Advisors
California
$13.7M +$17.4M +2,892,662 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.19M +$10.9K +1,808 +0.7%
BlackRock
3
BlackRock
New York
$353K -$4.46K -740 -1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$286K +$2.89K +480 +0.8%
State Street
5
State Street
Massachusetts
$84.8K – – –
Northern Trust
6
Northern Trust
Illinois
$57.2K -$283 -47 -0.4%
JIR
7
James Investment Research
Ohio
$49.9K – – –
NA
8
NewEdge Advisors
Louisiana
$49.9K – – –
UBS Group
9
UBS Group
Switzerland
$36.3K +$22.7K +3,773 +96%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$33K – – –
Morgan Stanley
11
Morgan Stanley
New York
$14.5K +$6.03K +1,000 +48%
NEWAS
12
N.E.W. Advisory Services
Wisconsin
$9.44K +$12.1K +2,000 New
AWM
13
Activest Wealth Management
Florida
$4.72K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3K -$374 -62 -8%
CFD
15
Creative Financial Designs
Indiana
$1.42K – – –
Bank of America
16
Bank of America
North Carolina
$689 +$621 +103 +240%
SS
17
SBI Securities
Japan
$571 +$663 +110 +1,000%
Osaic Holdings
18
Osaic Holdings
Arizona
$236 – – –
Citigroup
19
Citigroup
New York
$132 +$169 +28 New
CA
20
Crewe Advisors
Utah
$95 – – –
PA
21
PSI Advisors
Florida
$94 – – –
GWMI
22
Guardian Wealth Management (Illinois)
Illinois
$33 +$6 +1 +17%
Marshall Wace
23
Marshall Wace
United Kingdom
– -$447K -60,580 Closed
Citadel Advisors
24
Citadel Advisors
Florida
– -$212K -28,725 Closed
Jane Street
25
Jane Street
New York
– -$125K -16,982 Closed
1
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KOSS Hedge Fund Activity: Q1 2025 in Review

22 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Koss Corp (KOSS) for Q1 2025, worth a combined $15.8M — up 265% from $4.33M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of KOSS and 3 opened new positions — a net loss of 6 holders — while 3 trimmed existing stakes and 7 added.

The largest buyer was Lido Advisors, opening a new position worth an estimated $17.4M. The largest seller was Marshall Wace, exiting entirely with an estimated $447K sold.

  • 22 institutional investors held Koss Corp (KOSS) as of Q1 2025, down from 28 in Q4 2024.
  • Funds reported $15.8M of Koss Corp stock for Q1 2025, up 265% quarter-over-quarter.
  • 3 funds opened new Koss Corp positions in Q1 2025 and 9 closed out, a net change of -6 holders.
  • The largest Koss Corp buyer in Q1 2025 was Lido Advisors, an estimated $17.4M added.
  • The largest Koss Corp seller in Q1 2025 was Marshall Wace, an estimated $447K sold.

Based on aggregated 13F filings for Q1 2025.