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428 hedge funds and large institutions have $5.01B invested in NOV in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 144 increasing their positions, 143 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

95% more call options, than puts

Call options by funds: $28M | Put options by funds: $14.3M

9% more capital invested

Capital invested by funds: $4.61B → $5.01B (+$396M)

3.05% more ownership

Funds ownership: 98.7%101.75% (+3%)

3% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 69

1% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 143

1% less funds holding

Funds holding: 431428 (-3)

Holders
428
Holders Change
-3
Holders Change %
-0.7%
% of All Funds
5.62%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
71
Increased
144
Reduced
143
Closed
69
Calls
$28M
Puts
$14.3M
Net Calls
+$13.7M
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
326
Allworth Financial
California
$24.8K +$3.2K +248 +15%
BCV
327
Banque Cantonale Vaudoise
Switzerland
$22K
BCWM
328
Bartlett & Co Wealth Management
Ohio
$21.7K
RIL
329
Rothschild Investment LLC
Illinois
$20.6K -$1.06K -82 -5%
WANY
330
Wealthspire Advisors (New York)
New York
$19.4K +$18.9K +1,466 New
QC
331
Quent Capital
New York
$18.7K +$18.2K +1,410 New
BF
332
BOK Financial
Oklahoma
$18.6K +$18.1K +1,402 New
IRC
333
Investors Research Corp
Georgia
$18.6K
ASN
334
Advisory Services Network
Georgia
$17.7K +$17.3K +1,339 New
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$17.3K -$1.05K -81 -6%
BWL
336
Bogart Wealth LLC
Virginia
$15.9K
SIC
337
Salem Investment Counselors
North Carolina
$15.9K
Bessemer Group
338
Bessemer Group
New Jersey
$15K -$8.04K -622 -35%
RFP
339
Root Financial Partners
California
$14K +$13.7K +1,057 New
TH
340
TCTC Holdings
Texas
$13.2K
RA
341
Rise Advisors
New York
$12.9K +$65 +5 +0.5%
SOW
342
State of Wyoming
Wyoming
$11.1K -$147K -11,361 -93%
FIA
343
FNY Investment Advisers
New York
$9K +$9.64K +746 New
CTC
344
Central Trust Company
Missouri
$9K -$7.49K -580 -46%
BBHC
345
Brown Brothers Harriman & Co
New York
$8.77K +$8.55K +662 New
PCM
346
Peregrine Capital Management
Minnesota
$8.74K
CA
347
Clearstead Advisors
Ohio
$8.48K -$2.67K -207 -24%
SAM
348
Smartleaf Asset Management
Massachusetts
$8.28K +$1.15K +89 +17%
C
349
Covestor
United Kingdom
$8K
Optiver Holding
350
Optiver Holding
Netherlands
$7.33K +$6.55K +507 +1,102%