Siebert Financial
SIEB
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.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
15% more funds holding
Funds holding: 48 → 55 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$184K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$68.5K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$42.8K |
| 4 |
WN
Williams & Novak
Westlake Village,
California
|
+$39.6K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$33.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
Navellier & Associates
Reno,
Nevada
|
-$240K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$68.9K |
| 3 |
WG
Winton Group
London,
United Kingdom
|
-$67.9K |
| 4 |
Jane Street
New York
|
-$57.5K |
| 5 |
Barclays
London,
United Kingdom
|
-$48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $17 | -$3 | -1 | -10% |
|
|
TWD
52
True Wealth Design
Akron,
Ohio
| $8 | +$10 | +4 | New |
|
|
FFA
53
Farther Finance Advisors
San Francisco,
California
| $5 | +$8 | +3 | New |
|
|
MCM
54
MAI Capital Management
Independence,
Ohio
| $4 | +$5 | +2 | New |
|
|
RIL
55
Rothschild Investment LLC
Chicago,
Illinois
| $4 | +$5 | +2 | New |
|
|
NA
56
Navellier & Associates
Reno,
Nevada
| – | -$240K | -68,326 | Closed |
|
|
WG
57
Winton Group
London,
United Kingdom
| – | -$67.9K | -19,336 | Closed |
|
|
58
Jane Street
New York
| – | -$57.5K | -16,373 | Closed |
|
59
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| – | -$3.06K | -872 | Closed |
|
|
AB
60
Amalgamated Bank
New York
| – | -$2K | -444 | Closed |
|
|
SS
61
SBI Securities
Tokyo,
Japan
| – | -$7 | -2 | Closed |
|
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.