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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
AssetMark Inc
376
AssetMark Inc
California
$3.39K -$2.56K -198 -44%
CMBA
377
C.M. Bidwell & Associates
Hawaii
$3.29K
MMCM
378
Murphy & Mullick Capital Management
New York
$3.22K -$90 -7 -3%
ME
379
McIlrath & Eck
Washington
$3.13K
AGWCA
380
Annis Gardner Whiting Capital Advisors
Florida
$3.04K +$2.96K +229 New
NA
381
NewEdge Advisors
Louisiana
$3.01K -$1.29K -100 -31%
FWM
382
FSA Wealth Management
Massachusetts
$2.97K +$13 +1 +0.4%
SL
383
Salomon & Ludwin
Virginia
$2.9K +$2.74K +212 New
GIA
384
GHP Investment Advisors
Colorado
$2.65K
MEG
385
Millstone Evans Group
Colorado
$2.04K +$1.99K +154 New
TFGT
386
TS Financial Group (TSFG)
Illinois
$2K
KG
387
Kilter Group
New York
$1.94K -$233 -18 -11%
BIA
388
Bell Investment Advisors
California
$1.88K
TWD
389
True Wealth Design
Ohio
$1.85K -$1.49K -115 -45%
JWA
390
JFS Wealth Advisors
Pennsylvania
$1.72K +$646 +50 +63%
SS
391
Sunbelt Securities
Texas
$1.62K +$1.58K +122 New
MA
392
Montag & Associates
Georgia
$1.6K +$1.56K +121 New
FFO
393
Fortitude Family Office
Arizona
$1.52K +$530 +41 +55%
TC
394
Truvestments Capital
Florida
$1.32K
RWM
395
Rialto Wealth Management
New York
$1.03K +$297 +23 +42%
CMP
396
Coston McIsaac & Partners
Maine
$1K
WA
397
WPG Advisers
Maryland
$954 +$930 +72 New
TFA
398
Transamerica Financial Advisors
Florida
$689 +$672 +52 New
HFS
399
Hughes Financial Services
Virginia
$673
S
400
Sachetta
Massachusetts
$650 -$581 -45 -48%