OSG

Octave Specialty Group

146 hedge funds and large institutions have $262M invested in Octave Specialty Group in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 49 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

16% less funds holding

Funds holding: 174146 (-28)

19% less capital invested

Capital invested by funds: $325M → $262M (-$62.8M)

46% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 59

Holders
146
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$69.4M
Puts
$4.38M
Net Calls
Net Calls Change

Top Sellers

1 -$6.12M
2 -$3.21M
3 -$2.97M
4
Morgan Stanley
Morgan Stanley
New York
-$2.84M
5
BlackRock
BlackRock
New York
-$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
126
SBI Securities
Japan
$3.12K
CIAM
127
Caitong International Asset Management
Hong Kong
$2.91K
BIG
128
Brooklyn Investment Group
New York
$2.15K
CAL
129
Capital Analysts LLC
Pennsylvania
$2K
CA
130
CoreCap Advisors
Michigan
$1.89K
US Bancorp
131
US Bancorp
Minnesota
$1.61K
IA
132
IFP Advisors
Florida
$1.32K
DPW
133
DiNuzzo Private Wealth
Pennsylvania
$1.26K
GIM
134
Glenmede Investment Management
Pennsylvania
$1.14K
AF
135
Allworth Financial
California
$973
S
136
SignatureFD
Georgia
$824
AAM
137
Advisors Asset Management
Colorado
$724
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$718
EWA
139
EverSource Wealth Advisors
Alabama
$362
TWD
140
True Wealth Design
Ohio
$249
RIL
141
Rothschild Investment LLC
Illinois
$227
Osaic Holdings
142
Osaic Holdings
Arizona
$184
LWMI
143
Legacy Wealth Management (Idaho)
Idaho
$178
LIS
144
Legacy Investment Solutions
Idaho
$178
PA
145
Parallel Advisors
California
$107
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$50
WSL
147
Western Standard LLC
California
Arrowstreet Capital
148
Arrowstreet Capital
Massachusetts
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
OQS
150
Occudo Quantitative Strategies
Florida