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OmniAb
OABI

Overview Fund Activity

151 hedge funds and large institutions have $152M invested in OmniAb in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 54 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-12
Holders Change %
-7.36%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
43
Reduced
54
Closed
26
Calls
$2K
Puts
$7K
Net Calls
-$5K
Net Calls Change
-$109K

Top Buyers

1
WCM
Whitefort Capital Management
New York
+$9.4M
2
PMG
Private Management Group
California
+$712K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$298K
4
Macquarie Group
Macquarie Group
Australia
+$293K
5
RA
Royce & Associates
New York
+$264K

Top Sellers

1
KCM
Kornitzer Capital Management
Kansas
-$3.18M
2
FSCM
First Sabrepoint Capital Management
Texas
-$2.52M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$920K
4
CC
Chicago Capital
Illinois
-$852K
5
OCM
Orchard Capital Management
Illinois
-$774K
Name Holding Trade Value Shares
Change 		Shares
Change %
CVM
126
Cheviot Value Management
California
$1.65K +$1.65K +980 New
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$1.49K -$112K -58,800 -99%
NSIM
128
North Star Investment Management
Illinois
$1.32K – – –
CCM
129
Coldstream Capital Management
Washington
$1.14K +$1.14K +474 New
Comerica Bank
130
Comerica Bank
Texas
$1.13K – – –
Daiwa Securities Group
131
Daiwa Securities Group
Japan
$1K – – –
DWS
132
Dynamic Wealth Strategies
California
$986 +$986 +411 New
DJSG
133
D.J. St. Germain
Massachusetts
$881 – – –
S
134
SignatureFD
Georgia
$866 – – –
CPG
135
Cornerstone Planning Group
New Jersey
$461 – – –
NA
136
NewEdge Advisors
Louisiana
$454 – – –
CTC
137
Central Trust Company
Missouri
$411 – – –
CIAS
138
CBIZ Investment Advisory Services
Ohio
$187 – – –
SIC
139
Salem Investment Counselors
North Carolina
$144 – – –
IA
140
IFP Advisors
Florida
$142 -$209 – –
FMII
141
Farmers & Merchants Investments Inc
Nebraska
$127 – – –
TWD
142
True Wealth Design
Ohio
$101 +$101 +42 New
RIL
143
Rothschild Investment LLC
Illinois
$96 -$144 -60 -60%
SAM
144
Smartleaf Asset Management
Massachusetts
$82 -$4.28K -1,774 -98%
UB
145
UMB Bank
Missouri
$70 – – –
MG
146
Mather Group
Illinois
$50 – – –
SS
147
SBI Securities
Japan
$41 +$7 +3 +21%
FFA
148
Farther Finance Advisors
California
$11 -$519 -236 -98%
PWM
149
Parkworth Wealth Management
California
$10 – – –
PA
150
Parallel Advisors
California
$10 – – –
4 5
6
7 8