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SiriusXM

529 hedge funds and large institutions have $5.65B invested in SiriusXM in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 142 increasing their positions, 170 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

0.66% less ownership

Funds ownership: 72.77%72.11% (-0.66%)

2% less funds holding

Funds holding: 541529 (-12)

16% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 170

Holders
529
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$471M
Puts
$175M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
501
TFC Financial Management
Massachusetts
$536
PWA
502
Physician Wealth Advisors
Utah
$513
UB
503
UMB Bank
Missouri
$512
PFA
504
Pathway Financial Advisers
Indiana
$480
TPBG
505
Turning Point Benefit Group
Maryland
$476
MFT
506
Moisand Fitzgerald Tamayo
Florida
$466
BGAI
507
Bruce G. Allen Investments
Colorado
$466
CH
508
Cromwell Holdings
Wyoming
$466
CFP
509
Comprehensive Financial Planning
Pennsylvania
$466
TPCW
510
TD Private Client Wealth
New York
$466
SIC
511
SJS Investment Consulting
Ohio
$382
NFSG
512
Newbridge Financial Services Group
Florida
$349
YP
513
YANKCOM Partnership
South Dakota
$349
SAM
514
Smartleaf Asset Management
Massachusetts
$317
AWM
515
Accredited Wealth Management
Kentucky
$280
AF
516
Advisornet Financial
Minnesota
$256
HWM
517
Horizons Wealth Management
North Carolina
$209
AG
518
AmeriFlex Group
Nevada
$186
QCG
519
Quadrant Capital Group
Ohio
$163
MDA
520
Minot DeBlois Advisors
Massachusetts
$140
SWIM
521
Smallwood Wealth Investment Management
New Jersey
$139
VWWMG
522
Vermillion & White Wealth Management Group
Pennsylvania
$116
OP
523
ORG Partners
Indiana
$116
HFS
524
Hughes Financial Services
Virginia
$109
GK
525
Graney & King
New York
$49