230 hedge funds and large institutions have $1.93B invested in Sezzle in 2025 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 62 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

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

76% more funds holding

Funds holding: 131230 (+99)

29% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 48

127.63% less ownership

Funds ownership: 160.02%32.39% (-128%)

Holders
230
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$174M
Puts
$89.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$376K
OAM
152
Oxford Asset Management
United Kingdom
$359K
PD
153
Point72 (DIFC)
United Arab Emirates
$357K
Fidelity Investments
154
Fidelity Investments
Massachusetts
$356K
Prudential Financial
155
Prudential Financial
New Jersey
$348K
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$345K
GVAG
157
Great Valley Advisor Group
Delaware
$343K
PTC
158
Petrus Trust Company
Texas
$343K
CWM
159
CIBC World Markets
New York
$326K
BCI
160
Brinker Capital Investments
Pennsylvania
$325K
JG
161
Jain Global
New York
$310K
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$309K
CA
163
CoreCap Advisors
Michigan
$307K
US Bancorp
164
US Bancorp
Minnesota
$302K
BAM
165
Belpointe Asset Management
Nevada
$287K
FCA
166
Fortis Capital Advisors
Kansas
$287K
HSBC Holdings
167
HSBC Holdings
United Kingdom
$284K
OQS
168
Occudo Quantitative Strategies
Florida
$276K
AIP
169
Ameritas Investment Partners
Nebraska
$270K
WS
170
Wedbush Securities
California
$263K
EL
171
EWA LLC
Pennsylvania
$235K
SC
172
SummitTX Capital
Texas
$230K
New York State Teachers Retirement System (NYSTRS)
173
New York State Teachers Retirement System (NYSTRS)
New York
$229K
MA
174
Modus Advisors
Minnesota
$228K
DADC
175
D.A. Davidson & Co
Montana
$217K