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111 hedge funds and large institutions have $102M invested in MBIA in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $387K | Put options by funds: $250K

26% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 35

2.26% less ownership

Funds ownership: 48.76%46.5% (-2.3%)

8% less funds holding

Funds holding: 120111 (-9)

17% less capital invested

Capital invested by funds: $122M → $102M (-$20.7M)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
111
Holders Change
-9
Holders Change %
-7.5%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
44
Reduced
35
Closed
16
Calls
$387K
Puts
$250K
Net Calls
+$137K
Net Calls Change
-$673K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
126
Coldstream Capital Management
Washington
-$239 -48 Closed
FIA
127
FNY Investment Advisers
New York
+$44 +10 +6%

MBI Hedge Fund Activity: Q2 2025 in Review

111 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MBIA (MBI) for Q2 2025, worth a combined $102M — down 17% from $122M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of MBI and 8 opened new positions — a net loss of 8 holders — while 35 trimmed existing stakes and 44 added.

The largest buyer was Marshall Wace, adding an estimated $1.2M. The largest seller was Wolf Hill Capital Management, cutting an estimated $3.79M.

  • 111 institutional investors held MBIA (MBI) as of Q2 2025, down from 120 in Q1 2025.
  • Funds reported $102M of MBIA stock for Q2 2025, down 17% quarter-over-quarter.
  • 8 funds opened new MBIA positions in Q2 2025 and 16 closed out, a net change of -8 holders.
  • The largest MBIA buyer in Q2 2025 was Marshall Wace, an estimated $1.2M added.
  • The largest MBIA seller in Q2 2025 was Wolf Hill Capital Management, an estimated $3.79M sold.

Based on aggregated 13F filings for Q2 2025.