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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
American Century Companies
26
American Century Companies
Missouri
$25.1K -$26K -10,376 -44%
Bank of America
27
Bank of America
North Carolina
$23.3K +$6.22K +2,484 +26%
Osaic Holdings
28
Osaic Holdings
Arizona
$21K +$13.5K +5,400 +98%
VGA
29
Vanguard Global Advisers
Pennsylvania
$18.1K +$23.7K +9,447 New
PFSRSONJ
30
Police & Firemen's Retirement System of New Jersey
New Jersey
$16.4K
Morgan Stanley
31
Morgan Stanley
New York
$15.8K -$22.3K -8,901 -52%
TRCT
32
Tower Research Capital (TRC)
New York
$15.1K +$12.7K +5,065 +183%
Mirae Asset Global ETFs Holdings
33
Mirae Asset Global ETFs Holdings
Hong Kong
$13.1K +$426 +170 +3%
JP Morgan Chase
34
JP Morgan Chase
New York
$11.7K -$22K -8,768 -58%
Wells Fargo
35
Wells Fargo
California
$10.2K -$26.3K -10,495 -66%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$9K +$230 +92 +2%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$8.7K +$7.31K +2,917 +181%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$6.03K -$5 -2 -0.1%
Barclays
39
Barclays
United Kingdom
$5.79K -$48K -19,165 -86%
AIP
40
Ameritas Investment Partners
Nebraska
$2.77K
Legal & General Group
41
Legal & General Group
United Kingdom
$2.46K
Russell Investments Group
42
Russell Investments Group
United Kingdom
$2.25K -$158 -63 -5%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$1.41K +$1.81K +722 +5,554%
Citigroup
44
Citigroup
New York
$1.28K -$1.5K -599 -47%
SCM
45
Sterling Capital Management
North Carolina
$826 -$1.14K -455 -51%
EP
46
Essential Partners
California
$263 +$343 +137 New
EWA
47
EverSource Wealth Advisors
Alabama
$54 +$70 +28 New
AF
48
Allworth Financial
California
$52 +$68 +27 New
Simplex Trading
49
Simplex Trading
Illinois
$48 -$25 -10 -29%
IA
50
IFP Advisors
Florida
$21 +$28 +11 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.