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Siebert Financial

55 hedge funds and large institutions have $6.13M invested in Siebert Financial in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

15% more funds holding

Funds holding: 4855 (+7)

0.11% less ownership

Funds ownership: 8.02%7.91% (-0.11%)

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

46% less capital invested

Capital invested by funds: $11.4M → $6.13M (-$5.24M)

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
12
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.5M -$28.8K -11,514 -1%
VCM
2
Vanguard Capital Management
Pennsylvania
$1.06M +$1.38M +550,619 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$837K +$42.8K +17,080 +4%
UBS Group
4
UBS Group
Switzerland
$308K +$184K +73,299 +84%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$281K -$14.1K -5,609 -4%
State Street
6
State Street
Massachusetts
$277K
Northern Trust
7
Northern Trust
Illinois
$266K +$25.6K +10,216 +8%
VFT
8
Vanguard Fiduciary Trust
Pennsylvania
$217K +$283K +112,895 New
SO
9
STRS Ohio
Ohio
$162K
VPM
10
Vanguard Portfolio Management
Pennsylvania
$155K +$202K +80,715 New
BCM
11
Bridgeway Capital Management
Texas
$110K -$17K -6,800 -11%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$70.1K +$248 +99 +0.3%
Goldman Sachs
13
Goldman Sachs
New York
$69.3K -$10.2K -4,065 -10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$68.6K -$1.99K -793 -2%
Charles Schwab
15
Charles Schwab
California
$67.6K
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$66.7K -$68.9K -27,509 -44%
Deutsche Bank
17
Deutsche Bank
Germany
$63K
PAM
18
Panagora Asset Management
Massachusetts
$62.9K -$95 -38 -0.1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$55K +$33.4K +13,332 +87%
Citadel Advisors
20
Citadel Advisors
Florida
$52.5K +$68.5K +27,345 New
Renaissance Technologies
21
Renaissance Technologies
New York
$41.9K -$251 -100 -0.5%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$41.5K
N
23
Nuveen
North Carolina
$35.1K
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$34.2K -$343 -137 -0.8%
WN
25
Williams & Novak
California
$28.6K +$39.6K +15,800 New

SIEB Hedge Fund Activity: Q1 2026 in Review

55 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Siebert Financial (SIEB) for Q1 2026, worth a combined $6.13M — down 46% from $11.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SIEB positions and 6 closed out — a net gain of 8 holders — while 12 added to existing stakes and 20 trimmed.

The largest buyer was UBS Group, adding an estimated $184K. The largest seller was Navellier & Associates, exiting entirely with an estimated $240K sold.

  • 55 institutional investors held Siebert Financial (SIEB) as of Q1 2026, up from 48 in Q4 2025.
  • Funds reported $6.13M of Siebert Financial stock for Q1 2026, down 46% quarter-over-quarter.
  • 14 funds opened new Siebert Financial positions in Q1 2026 and 6 closed out, a net change of +8 holders.
  • The largest Siebert Financial buyer in Q1 2026 was UBS Group, an estimated $184K added.
  • The largest Siebert Financial seller in Q1 2026 was Navellier & Associates, an estimated $240K sold.

Based on aggregated 13F filings for Q1 2026.