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SiriusXM

511 hedge funds and large institutions have $4.99B invested in SiriusXM in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 131 increasing their positions, 161 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

19% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 161

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

21% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 100

Holders
511
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$392M
Puts
$175M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
451
Caldwell Trust
Florida
$2K
AssetMark Inc
452
AssetMark Inc
California
$1.86K
CTWM
453
Cherry Tree Wealth Management
Minnesota
$1.84K
CFFP
454
Center for Financial Planning
Michigan
$1.76K
TCOT
455
Trust Company of Toledo
Ohio
$1.68K
EWM
456
Evermay Wealth Management
Virginia
$1.6K
FC
457
Financial Consulate
Maryland
$1.52K
BTI
458
Blue Trust Inc
Georgia
$1.4K
BGAI
459
Bruce G. Allen Investments
Colorado
$1.38K
CSC
460
Caldwell Sutter Capital
California
$1.3K
GJIA
461
Glass Jacobson Investment Advisors
Maryland
$1.2K
KFI
462
Key Financial Inc
Pennsylvania
$1.12K
ANBT
463
American National Bank & Trust
Texas
$1.12K
BW
464
Basepoint Wealth
Iowa
$1.05K
SC
465
SouthState Corp
Florida
$1K
WIM
466
Westside Investment Management
California
$1K
CBT
467
Crews Bank & Trust
Florida
$1K
LFA
468
LGT Financial Advisors
Texas
$940
SWM
469
SHP Wealth Management
Massachusetts
$920
GEA
470
Glen Eagle Advisors
New Jersey
$880
RIL
471
Rothschild Investment LLC
Illinois
$860
CTB
472
Country Trust Bank
Illinois
$800
PWA
473
Physician Wealth Advisors
Utah
$680
W
474
WealthCollab
Washington
$640
MCM
475
MidAtlantic Capital Management
Virginia
$600