We are live on ! Find out more

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
PTC
401
Private Trust Company
Ohio
$636
DMBA
402
Deseret Mutual Benefit Administrators
Utah
$623
VWA
403
Valued Wealth Advisors
Utah
$597
SIC
404
SJS Investment Consulting
Ohio
$597 +$581 +45 New
RS
405
Rakuten Securities
Japan
$596 -$646 -50 -53%
CTB
406
Country Trust Bank
Illinois
$530
SC
407
SouthState Corp
Florida
$464 -$620 -48 -58%
CH
408
Cromwell Holdings
Wyoming
$451
OIA
409
Optimum Investment Advisors
Illinois
$451
HIA
410
HFM Investment Advisors
New Jersey
$384 +$194 +15 +107%
BI
411
Binnacle Investments
Iowa
$384 +$375 +29 New
HI
412
Harbour Investments
Wisconsin
$371
SIS
413
Sound Income Strategies
Florida
$355 +$349 +27 New
PFBT
414
Parkside Financial Bank & Trust
Missouri
$346
BHWM
415
Bay Harbor Wealth Management
Maryland
$304 +$168 +13 +130%
HIA
416
Harbor Investment Advisory
Maryland
$265
QWM
417
Quaker Wealth Management
New Jersey
$252
MCM
418
MV Capital Management
Maryland
$199 -$142 -11 -42%
PWA
419
Principia Wealth Advisory
Texas
$146 -$233 -18 -62%
ACA
420
American Capital Advisory
Idaho
$146 -$65 -5 -31%
SHIM
421
Stone House Investment Management
Pennsylvania
$119
EWM
422
Evermay Wealth Management
Virginia
$106
GRP
423
Global Retirement Partners
California
$106 +$39 +3 +60%
GEA
424
Glen Eagle Advisors
New Jersey
$97
AF
425
Advisornet Financial
Minnesota
$53