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Spectral AI
MDAI

Overview Fund Activity

27 hedge funds and large institutions have $9.49M invested in Spectral AI in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.55M
2
UBS Group
UBS Group
Switzerland
$430K
3
XT
XTX Topco
Cayman Islands
$123K
4
DnB Asset Management
DnB Asset Management
Norway
$107K
5
Marshall Wace
Marshall Wace
United Kingdom
$104K

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$0
2
Citigroup
Citigroup
New York
$0
3
SC
Shay Capital
New York
$123K
4
NEWAS
N.E.W. Advisory Services
Wisconsin
$0
5
FFM
Forum Financial Management
Illinois
$60.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
HP
1
Highlander Partners
Texas
$2.23M – – –
Stifel Financial
2
Stifel Financial
Missouri
$1.88M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.55M +$511K +206,188 +49%
RG
4
Rathbones Group
United Kingdom
$1.07M -$2.48K -1,000 -0.2%
UOTTAIMCU
5
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$522K – – –
BCM
6
Bridgeway Capital Management
Texas
$432K – – –
UBS Group
7
UBS Group
Switzerland
$430K +$247K +99,580 +135%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$379K +$67.9K +27,365 +22%
XT
9
XTX Topco
Cayman Islands
$123K +$123K +49,640 New
SC
10
Shay Capital
New York
$123K -$17.5K -7,064 -12%
DnB Asset Management
11
DnB Asset Management
Norway
$107K +$107K +43,024 New
Marshall Wace
12
Marshall Wace
United Kingdom
$104K +$104K +42,041 New
BlackRock
13
BlackRock
New York
$100K +$38.1K +15,367 +61%
State Street
14
State Street
Massachusetts
$98.2K – – –
Northern Trust
15
Northern Trust
Illinois
$77.6K – – –
Jane Street
16
Jane Street
New York
$73.7K +$73.7K +29,728 New
FFM
17
Forum Financial Management
Illinois
$60.2K -$12K -4,830 -17%
WAM
18
Worth Asset Management
Texas
$45.3K +$45.3K +18,264 New
Osaic Holdings
19
Osaic Holdings
Arizona
$34.5K +$2.83K +1,000 +9%
Morgan Stanley
20
Morgan Stanley
New York
$23.7K – – –
WIM
21
Westside Investment Management
California
$6.57K – – –
TRCT
22
Tower Research Capital (TRC)
New York
$5.03K +$1.3K +524 +35%
NA
23
NewEdge Advisors
Louisiana
$4.22K – – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3K +$3K +1,389 New
Raymond James Financial
25
Raymond James Financial
Florida
$2.48K +$2.48K +1,000 New
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