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MediaAlpha

156 hedge funds and large institutions have $544M invested in MediaAlpha in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $876K

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

3% more funds holding

Funds holding: 152156 (+4)

3% more capital invested

Capital invested by funds: $528M → $544M (+$15.7M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.52% less ownership

Funds ownership: 86.35%84.84% (-1.5%)

Holders
156
Holders Change
+4
Holders Change %
+2.63%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
65
Reduced
47
Closed
21
Calls
$2.21M
Puts
$876K
Net Calls
+$1.33M
Net Calls Change
-$58K
Name Holding Trade Value Shares
Change
Change in
Stake
WMIG
1
White Mountains Insurance Group
New Hampshire
$203M
BlackRock
2
BlackRock
New York
$40.7M -$4.75M -430,229 -11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$29.6M -$2.85M -258,578 -9%
BBCM
4
Broad Bay Capital Management
New York
$16.7M -$11.4M -1,029,812 -41%
Millennium Management
5
Millennium Management
New York
$16.3M +$13.8M +1,246,493 +681%
CC
6
Clearline Capital
New York
$14.7M -$1.48M -134,459 -9%
Goldman Sachs
7
Goldman Sachs
New York
$14.6M -$8.02M -727,226 -36%
JP Morgan Chase
8
JP Morgan Chase
New York
$12M +$5.69M +516,195 +95%
Renaissance Technologies
9
Renaissance Technologies
New York
$10.8M +$1.91M +172,800 +22%
Morgan Stanley
10
Morgan Stanley
New York
$9.92M +$1.28M +116,105 +15%
JAM
11
Jacobs Asset Management
New York
$9.32M +$225K +20,360 +3%
SC
12
Shay Capital
New York
$8.99M +$1.32M +120,100 +18%
AQR Capital Management
13
AQR Capital Management
Connecticut
$8.77M +$1.87M +169,086 +28%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$8.76M +$56K +5,072 +0.7%
Victory Capital Management
15
Victory Capital Management
Texas
$8.09M +$7.27M +658,625 +1,262%
N
16
Nuveen
North Carolina
$7.86M -$2.32M -210,325 -23%
State Street
17
State Street
Massachusetts
$7.65M +$213K +19,288 +3%
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$6.38M +$1.01M +91,204 +19%
JGC
19
J. Goldman & Co
New York
$6.04M +$3.93M +356,027 +203%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$5.92M +$398K +36,110 +7%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$5.74M -$243K -22,007 -4%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$5.18M -$4.86M -440,465 -49%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$4.77M -$1.24M -112,598 -21%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$4.39M -$2.72M -246,733 -39%
GIPM
25
G2 Investment Partners Management
New York
$4.27M +$4.14M +375,473 New

MAX Hedge Fund Activity: Q3 2025 in Review

156 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in MediaAlpha (MAX) for Q3 2025, worth a combined $544M — up 3% from $528M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MAX positions and 21 closed out — a net gain of 4 holders — while 65 added to existing stakes and 47 trimmed.

The largest buyer was Millennium Management, adding an estimated $13.8M. The largest seller was Broad Bay Capital Management, cutting an estimated $11.4M.

  • 156 institutional investors held MediaAlpha (MAX) as of Q3 2025, up from 152 in Q2 2025.
  • Funds reported $544M of MediaAlpha stock for Q3 2025, up 3% quarter-over-quarter.
  • 25 funds opened new MediaAlpha positions in Q3 2025 and 21 closed out, a net change of +4 holders.
  • The largest MediaAlpha buyer in Q3 2025 was Millennium Management, an estimated $13.8M added.
  • The largest MediaAlpha seller in Q3 2025 was Broad Bay Capital Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2025.