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SOBR Safe
SOBR

Overview Fund Activity

9 hedge funds and large institutions have $117K invested in SOBR Safe in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 14 closing their positions.

Holders
9
Holders Change
-12
Holders Change %
-57.14%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
6
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$82.4K
2
Jane Street
2
Jane Street
New York
$26.8K
3
CWM
3
CarsonAllaria Wealth Management
Illinois
$2

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$5.83K
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$1.39K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$116
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$82.4K 71,000 +71,000 New
Jane Street
2
Jane Street
New York
$26.8K 23,117 +2,017 +10%
UBS Group
3
UBS Group
Switzerland
$5.83K 5,022 -216,240 -98%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$1.39K 1,197 -130,468 -99%
Morgan Stanley
5
Morgan Stanley
New York
$116 100 -4,890 -98%
Osaic Holdings
6
Osaic Holdings
Arizona
$14 14 -1,691 -99%
Bank of America
7
Bank of America
North Carolina
$8 7 -237 -97%
CWM
8
CarsonAllaria Wealth Management
Illinois
$2 2 +2 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
– – -199,696 Closed
Vanguard Group
10
Vanguard Group
Pennsylvania
– – -148,945 Closed
XT
11
XTX Topco
Cayman Islands
– – -38,852 Closed
SW
12
SkyOak Wealth
Michigan
– – -34,500 Closed
BlackRock
13
BlackRock
New York
– – -34,100 Closed
WP
14
Westmount Partners
California
– – -29,636 Closed
KPWS
15
Kestra Private Wealth Services
Texas
– – -25,700 Closed
State Street
16
State Street
Massachusetts
– – -24,700 Closed
BBA
17
Baader Bank Aktiengesellschaft
Germany
– – -21,862 Closed
Northern Trust
18
Northern Trust
Illinois
– – -18,487 Closed
HF
19
HRT Financial
New York
– – -18,133 Closed
WANY
20
Wealthspire Advisors (New York)
New York
– – -14,818 Closed
TRCT
21
Tower Research Capital (TRC)
New York
– – -6,621 Closed
SIS
22
Sound Income Strategies
Florida
– – -702 Closed
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$0 4 -496 -99%
CFGS
24
Concourse Financial Group Securities
Alabama
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