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Siebert Financial

48 hedge funds and large institutions have $11.4M invested in Siebert Financial in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

11% more capital invested

Capital invested by funds: $10.2M → $11.4M (+$1.14M)

0% more funds holding

Funds holding: 4848 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.45% less ownership

Funds ownership: 8.47%8.02% (-0.45%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
14
Closed
3
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
+$3 +1 +8%

SIEB Hedge Fund Activity: Q4 2025 in Review

48 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Siebert Financial (SIEB) for Q4 2025, worth a combined $11.4M — up 11% from $10.2M a quarter earlier.

Fund positioning in SIEB was balanced in Q4 2025: 3 funds opened new positions, 3 closed out, 17 added to existing stakes and 14 trimmed.

The largest buyer was Vanguard Group, adding an estimated $90.8K. The largest seller was UBS Group, cutting an estimated $431K.

  • 48 institutional investors held Siebert Financial (SIEB) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $11.4M of Siebert Financial stock for Q4 2025, up 11% quarter-over-quarter.
  • 3 funds opened new Siebert Financial positions in Q4 2025 and 3 closed out, a net change of 0 holders.
  • The largest Siebert Financial buyer in Q4 2025 was Vanguard Group, an estimated $90.8K added.
  • The largest Siebert Financial seller in Q4 2025 was UBS Group, an estimated $431K sold.

Based on aggregated 13F filings for Q4 2025.