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Siebert Financial

48 hedge funds and large institutions have $10.2M invested in Siebert Financial in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,100% more call options, than puts

Call options by funds: $32K | Put options by funds: $1K

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

9% more funds holding

Funds holding: 4448 (+4)

0.52% more ownership

Funds ownership: 7.94%8.47% (+0.52%)

28% less capital invested

Capital invested by funds: $14.2M → $10.2M (-$3.95M)

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
21
Reduced
9
Closed
4
Calls
$32K
Puts
$1K
Net Calls
+$31K
Net Calls Change
+$80K
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
51
Raymond James Financial
Florida
-$13.5K -3,057 Closed
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
+$41 +12 New

SIEB Hedge Fund Activity: Q3 2025 in Review

48 of the 7,626 institutional investors tracked by Wall St. Rank reported a position in Siebert Financial (SIEB) for Q3 2025, worth a combined $10.2M — down 28% from $14.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SIEB positions and 4 closed out — a net gain of 4 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Navellier & Associates, adding an estimated $254K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $342K sold.

  • 48 institutional investors held Siebert Financial (SIEB) as of Q3 2025, up from 44 in Q2 2025.
  • Funds reported $10.2M of Siebert Financial stock for Q3 2025, down 28% quarter-over-quarter.
  • 8 funds opened new Siebert Financial positions in Q3 2025 and 4 closed out, a net change of +4 holders.
  • The largest Siebert Financial buyer in Q3 2025 was Navellier & Associates, an estimated $254K added.
  • The largest Siebert Financial seller in Q3 2025 was Susquehanna International Group, an estimated $342K sold.

Based on aggregated 13F filings for Q3 2025.