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ProShares Ultra S&P500

228 hedge funds and large institutions have $1.42B invested in ProShares Ultra S&P500 in 2025 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 75 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more capital invested

Capital invested by funds: $520M → $1.42B (+$898M)

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

69% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 29

68% more call options, than puts

Call options by funds: $132M | Put options by funds: $78.8M

42% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 53

23.36% more ownership

Funds ownership: 21.69%45.05% (+23%)

8% more funds holding

Funds holding: 211228 (+17)

Holders
228
Holders Change
+17
Holders Change %
+8.06%
% of All Funds
3%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.22%
New
49
Increased
75
Reduced
53
Closed
29
Calls
$132M
Puts
$78.8M
Net Calls
+$53.5M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
26
GenWealth Group
New Jersey
$8.9M +$908K +21,506 +13%
IFG
27
Independent Financial Group
California
$8.63M +$3.21M +75,920 +75%
Lido Advisors
28
Lido Advisors
California
$8.23M +$23K +544 +0.3%
CICI
29
Capital Investment Counsel Inc
North Carolina
$7.83M -$12.7K -300 -0.2%
RAG
30
RIA Advisory Group
Iowa
$6.27M +$5.42M +128,236 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$6.12M +$631K +14,946 +14%
TWP
32
Tempus Wealth Planning
California
$6.04M +$5.22M +123,660 New
UW
33
Unique Wealth
Florida
$5.83M -$1.3M -30,718 -20%
CPSAC
34
Chas P. Smith & Associates (CPS)
Florida
$5.62M
SAM
35
SP Asset Management
California
$5.1M -$7.37M -174,430 -63%
CWM
36
Crowley Wealth Management
Delaware
$4.76M -$507 -12 -0%
ATPW
37
Ashton Thomas Private Wealth
Arizona
$4.15M +$3.58M +84,702 New
JP Morgan Chase
38
JP Morgan Chase
New York
$4.14M -$1.43M -33,880 -29%
GS
39
GTS Securities
New York
$3.73M +$3.22M +76,352 New
FNC
40
First National Corp
Massachusetts
$3.14M
AF
41
Apollon Financial
South Carolina
$3.11M +$59.1K +1,400 +2%
PFA
42
Plotkin Financial Advisors
Maryland
$2.91M -$1.16M -27,558 -32%
CF
43
Centaurus Financial
California
$2.9M +$1.6M +37,892 +176%
Osaic Holdings
44
Osaic Holdings
Arizona
$2.9M +$778K +18,420 +44%
PWM
45
Prosperity Wealth Management
California
$2.76M +$1.06M +24,984 +79%
IWP
46
Innova Wealth Partners
Pennsylvania
$2.73M +$170K +4,028 +8%
SFS
47
Sowell Financial Services
Arkansas
$2.69M -$88.8K -2,102 -4%
Creative Planning
48
Creative Planning
Kansas
$2.55M +$28.1K +666 +1%
LPL Financial
49
LPL Financial
California
$2.54M +$1.11M +26,222 +102%
PFA
50
Professional Financial Advisors
Nebraska
$2.49M +$72.8K +1,724 +4%

SSO Hedge Fund Activity: Q2 2025 in Review

228 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra S&P500 (SSO) for Q2 2025, worth a combined $1.42B — up 173% from $520M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SSO positions and 29 closed out — a net gain of 20 holders — while 75 added to existing stakes and 53 trimmed.

The largest buyer was Howard Capital Management, opening a new position worth an estimated $588M. The largest seller was Goldman Sachs, exiting entirely with an estimated $41.5M sold.

  • 228 institutional investors held ProShares Ultra S&P500 (SSO) as of Q2 2025, up from 211 in Q1 2025.
  • Funds reported $1.42B of ProShares Ultra S&P500 stock for Q2 2025, up 173% quarter-over-quarter.
  • 49 funds opened new ProShares Ultra S&P500 positions in Q2 2025 and 29 closed out, a net change of +20 holders.
  • The largest ProShares Ultra S&P500 buyer in Q2 2025 was Howard Capital Management, an estimated $588M added.
  • The largest ProShares Ultra S&P500 seller in Q2 2025 was Goldman Sachs, an estimated $41.5M sold.

Based on aggregated 13F filings for Q2 2025.