OSG

Octave Specialty Group

148 hedge funds and large institutions have $151M invested in Octave Specialty Group in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 32 increasing their positions, 55 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

42% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 55

44% less capital invested

Capital invested by funds: $270M → $151M (-$119M)

85% less call options, than puts

Call options by funds: $560K | Put options by funds: $3.69M

Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$560K
Puts
$3.69M
Net Calls
Net Calls Change

Top Sellers

1 -$4.33M
2 -$4.03M
3 -$3.57M
4
BlackRock
BlackRock
New York
-$3.27M
5
Goldman Sachs
Goldman Sachs
New York
-$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
126
Wiser Advisor Group
Arizona
$2.33K
CAL
127
Capital Analysts LLC
Pennsylvania
$2K
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$1.64K
Optiver Holding
129
Optiver Holding
Netherlands
$1.54K
BIA
130
Bell Investment Advisors
California
$1.36K
EWA
131
EverSource Wealth Advisors
Alabama
$1.1K
DPW
132
DiNuzzo Private Wealth
Pennsylvania
$824
Los Angeles Capital Management
133
Los Angeles Capital Management
California
$688
EPL
134
Essential Partners LLC
California
$512
AAM
135
Advisors Asset Management
Colorado
$456
BFS
136
Bare Financial Services
Pennsylvania
$405
GI
137
GAMMA Investing
California
$335
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$181
WWM
139
Western Wealth Management
Colorado
$163
AF
140
Allworth Financial
California
$159
IA
141
IFP Advisors
Florida
$158
RIL
142
Rothschild Investment LLC
Illinois
$149
LWMI
143
Legacy Wealth Management (Idaho)
Idaho
$117
RFP
144
Root Financial Partners
California
$102
ASN
145
Advisory Services Network
Georgia
$93
TFA
146
Transamerica Financial Advisors
Florida
$51
SS
147
SBI Securities
Japan
$47
VIM
148
VELA Investment Management
Ohio
SSA
149
Schonfeld Strategic Advisors
New York
ECM
150
ExodusPoint Capital Management
New York