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120 hedge funds and large institutions have $172M invested in MBIA in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,516% more call options, than puts

Call options by funds: $9.37M | Put options by funds: $580K

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1% less funds holding

Funds holding: 121120 (-1)

1.27% less ownership

Funds ownership: 48.72%47.45% (-1.3%)

6% less capital invested

Capital invested by funds: $183M → $172M (-$11.6M)

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
40
Reduced
35
Closed
17
Calls
$9.37M
Puts
$580K
Net Calls
+$8.79M
Net Calls Change
-$3.63M

MBI Hedge Fund Activity: Q4 2025 in Review

120 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in MBIA (MBI) for Q4 2025, worth a combined $172M — down 6.3% from $183M a quarter earlier.

Fund positioning in MBI was balanced in Q4 2025: 17 funds opened new positions, 17 closed out, 40 added to existing stakes and 35 trimmed.

The largest buyer was Tudor Investment Corp, adding an estimated $1.47M. The largest seller was UBS Group, cutting an estimated $2.82M.

  • 120 institutional investors held MBIA (MBI) as of Q4 2025, down from 121 in Q3 2025.
  • Funds reported $172M of MBIA stock for Q4 2025, down 6.3% quarter-over-quarter.
  • 17 funds opened new MBIA positions in Q4 2025 and 17 closed out, a net change of 0 holders.
  • The largest MBIA buyer in Q4 2025 was Tudor Investment Corp, an estimated $1.47M added.
  • The largest MBIA seller in Q4 2025 was UBS Group, an estimated $2.82M sold.

Based on aggregated 13F filings for Q4 2025.