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Siebert Financial

44 hedge funds and large institutions have $14.2M invested in Siebert Financial in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+21
Holders Change %
+91.3%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
12
Reduced
2
Closed
6
Calls
$52K
Puts
$101K
Net Calls
-$49K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$3.42M +$3.22M +729,211 +1,675%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.03M +$1.32M +297,632 +77%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.77M +$796K +180,186 +82%
UBS Group
4
UBS Group
Switzerland
$1.17M +$1.17M +264,782 +65,378%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$672K -$40.4K -9,133 -6%
Northern Trust
6
Northern Trust
Illinois
$517K +$337K +76,297 +188%
State Street
7
State Street
Massachusetts
$495K +$390K +88,153 +370%
SO
8
STRS Ohio
Ohio
$372K +$372K +84,200 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$342K +$175K +39,696 +105%
NA
10
Navellier & Associates
Nevada
$328K +$328K +74,272 New
Goldman Sachs
11
Goldman Sachs
New York
$175K +$175K +39,514 New
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$163K
Morgan Stanley
13
Morgan Stanley
New York
$159K +$145K +32,809 +1,003%
Charles Schwab
14
Charles Schwab
California
$156K +$156K +35,189 New
PAM
15
Panagora Asset Management
Massachusetts
$145K +$145K +32,765 New
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$136K +$136K +30,696 New
BCM
17
Bridgeway Capital Management
Texas
$111K +$111K +25,000 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$110K +$110K +24,963 New
Barclays
19
Barclays
United Kingdom
$108K +$108K +24,320 New
Renaissance Technologies
20
Renaissance Technologies
New York
$97.2K -$74.3K -16,800 -43%
OQS
21
Occudo Quantitative Strategies
Florida
$97.2K +$97.2K +21,995 New
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$95K +$95K +21,600 New
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$94.9K +$94.9K +21,476 New
NL
24
Nuveen LLC
North Carolina
$80.8K +$80.8K +18,282 New
KI
25
Kapitalo Investimentos
Brazil
$49.8K +$49.8K +11,275 New