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ProShares Ultra S&P500
SSO

Overview Fund Activity

209 hedge funds and large institutions have $515M invested in ProShares Ultra S&P500 in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 68 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-26
Holders Change %
-11.06%
% of All Funds
2.84%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
27
Increased
55
Reduced
68
Closed
47
Calls
$83.2M
Puts
$53.6M
Net Calls
+$29.7M
Net Calls Change
-$13.4M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$41.5M
2
MFGM
Marshall Financial Group (Maryland)
Maryland
+$13.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.9M
4
NIA
NBZ Investment Advisors
Tennessee
+$11.6M
5
HCA
Harbor Capital Advisors
Illinois
+$7.85M

Top Sellers

1
HCM
Howard Capital Management
Georgia
-$172M
2
CI
CacheTech Inc
Utah
-$49.9M
3
AWM
Adams Wealth Management
Utah
-$49.5M
4
AssetMark Inc
AssetMark Inc
California
-$37.6M
5
CFIM
Client First Investment Management
Wisconsin
-$35.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
151
Fedenia Advisers
Wisconsin
$292K -$62.3K -752 -18%
XSC
152
X-Square Capital
Puerto Rico
$283K -$131K -1,581 -32%
COCM
153
Charter Oak Capital Management
New Hampshire
$277K – – –
CA
154
Clearstead Advisors
Ohio
$273K -$136K -1,644 -33%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$254K -$146K -1,757 -36%
IFWM
156
Institute for Wealth Management
Colorado
$237K – – –
DS
157
DRW Securities
Illinois
$233K +$233K +2,815 New
AIA
158
Alternative Investment Advisors
Florida
$226K +$226K +2,725 New
SWM
159
SpringVest Wealth Management
Texas
$224K +$224K +2,697 New
S
160
SignatureFD
Georgia
$222K – – –
AA
161
Altman Advisors
Illinois
$222K – – –
SCM
162
Sage Capital Management
New Jersey
$222K – – –
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$220K -$1.96M -23,657 -90%
CA
164
Claro Advisors
Massachusetts
$215K +$215K +2,600 New
MA
165
MKT Advisors
California
$214K – – –
BCM
166
BluePointe Capital Management
California
$208K – – –
LFG
167
Larson Financial Group
Missouri
$207K – – –
EFG
168
Erickson Financial Group
Pennsylvania
$204K +$3.06K +37 +2%
TA
169
TFB Advisors
Kansas
$201K -$299K -3,608 -60%
Morgan Stanley
170
Morgan Stanley
New York
$177K +$10.5K +127 +6%
Royal Bank of Canada
171
Royal Bank of Canada
Ontario, Canada
$160K +$5.29K +64 +3%
SIS
172
Strategic Investment Solutions
Illinois
$159K +$159K +1,820 New
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$156K -$38.2K -589 -20%
MAM
174
Morse Asset Management
Connecticut
$134K +$911 +11 +0.7%
EWA
175
EverSource Wealth Advisors
Alabama
$129K -$105K -1,268 -45%
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7
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