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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
OP
351
ORG Partners
Indiana
$7.29K +$7.11K +550 New
PWAM
352
Private Wealth Asset Management
Iowa
$6.94K
DWA
353
Delos Wealth Advisors
Texas
$6.63K
MG
354
Mather Group
Illinois
$6.35K +$6.19K +479 New
CT
355
Clearstead Trust
Maine
$6.17K -$7.43K -575 -55%
HWM
356
HighMark Wealth Management
Minnesota
$6.1K +$39 +3 +0.7%
MCM
357
MAI Capital Management
Ohio
$6.01K -$956 -74 -14%
HWM
358
Hemington Wealth Management
Virginia
$6K +$4.96K +384 +480%
BSB
359
Bangor Savings Bank
Maine
$5.96K
IA
360
IFP Advisors
Florida
$5.72K +$3.55K +275 +175%
SPIA
361
Steward Partners Investment Advisory
New York
$5.72K -$3.31K -256 -37%
AIC
362
Archer Investment Corporation
Indiana
$5.63K
TCOT
363
Trust Company of Toledo
Ohio
$5.3K
FDCDDQ
364
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.15K
MAM
365
Meeder Asset Management
Ohio
$5.02K -$65 -5 -1%
T. Rowe Price Investment Management
366
T. Rowe Price Investment Management
Maryland
$5K +$4.86K +376 New
ECM
367
Estabrook Capital Management
New York
$4.62K
FMII
368
Farmers & Merchants Investments Inc
Nebraska
$4.37K +$258 +20 +6%
FFA
369
Farther Finance Advisors
California
$4.29K -$1.37K -106 -25%
CIBC Private Wealth Group
370
CIBC Private Wealth Group
Georgia
$3.98K -$12.9K -1,000 -77%
AAG
371
Armstrong Advisory Group
Massachusetts
$3.98K
NB
372
NBT Bank
New York
$3.96K
PWA
373
Physician Wealth Advisors
Utah
$3.82K +$1.38K +107 +59%
BTI
374
Blue Trust Inc
Georgia
$3.71K -$53K -4,101 -94%
SS
375
SBI Securities
Japan
$3.51K +$65 +5 +2%