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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
BlackRock
1
BlackRock
New York
$2.78M +$67.8K +21,347 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.64M +$90.8K +28,611 +4%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.47M +$5.05K +1,591 +0.4%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$534K
State Street
5
State Street
Massachusetts
$506K
Northern Trust
6
Northern Trust
Illinois
$451K -$41K -12,922 -9%
UBS Group
7
UBS Group
Switzerland
$306K -$431K -135,834 -61%
SO
8
STRS Ohio
Ohio
$296K
NA
9
Navellier & Associates
Nevada
$240K -$253K -79,592 -54%
BCM
10
Bridgeway Capital Management
Texas
$225K
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$219K +$11.6K +3,641 +6%
Goldman Sachs
12
Goldman Sachs
New York
$141K -$108K -34,064 -46%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$128K +$9.06K +2,856 +8%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$128K +$57 +18 +0%
Charles Schwab
15
Charles Schwab
California
$124K
Deutsche Bank
16
Deutsche Bank
Germany
$115K
PAM
17
Panagora Asset Management
Massachusetts
$115K
American Century Companies
18
American Century Companies
Missouri
$82.4K -$15.2K -4,792 -17%
Barclays
19
Barclays
United Kingdom
$77.9K +$7K +2,207 +11%
Renaissance Technologies
20
Renaissance Technologies
New York
$76.9K -$15.9K -5,000 -19%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$75.8K
WG
22
Winton Group
United Kingdom
$67.9K -$126K -39,715 -67%
N
23
Nuveen
North Carolina
$64.2K
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$62.9K -$10.3K -3,250 -15%
Morgan Stanley
25
Morgan Stanley
New York
$60.1K +$13.1K +4,132 +32%

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.