We are live on ! Find out more

107 hedge funds and large institutions have $1.19B invested in Savers in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

2.59% more ownership

Funds ownership: 106.12%108.71% (+2.6%)

4% less funds holding

Funds holding: 111107 (-4)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

32% less capital invested

Capital invested by funds: $1.74B → $1.19B (-$549M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

40% less call options, than puts

Call options by funds: $47K | Put options by funds: $78K

Holders
107
Holders Change
-4
Holders Change %
-3.6%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
42
Reduced
28
Closed
22
Calls
$47K
Puts
$78K
Net Calls
-$31K
Net Calls Change
-$527K
Name Holding Trade Value Shares
Change
Change in
Stake
AM
1
Ares Management
California
$929M
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$49.2M +$10.8M +1,167,253 +20%
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$44.9M +$26M +2,820,500 +76%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$34.4M +$9.12M +987,921 +25%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$27.1M +$14.7K +1,589 +0%
Vanguard Group
6
Vanguard Group
Pennsylvania
$17.2M +$981K +106,273 +4%
BlackRock
7
BlackRock
New York
$13.5M -$746K -80,747 -4%
Ameriprise
8
Ameriprise
Minnesota
$7.84M +$297K +32,114 +3%
MP
9
Makaira Partners
California
$7.44M -$9.01M -975,493 -47%
Marshall Wace
10
Marshall Wace
United Kingdom
$6.39M +$3.56M +385,608 +71%
ACM
11
Archon Capital Management
Washington
$5.43M +$3.72M +402,728 +105%
State Street
12
State Street
Massachusetts
$3.96M +$38.5K +4,165 +0.7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.86M +$41.4K +4,478 +0.8%
Primecap Management
14
Primecap Management
California
$3.27M +$16.4K +1,775 +0.4%
Verition Fund Management
15
Verition Fund Management
Connecticut
$2.74M +$291K +31,559 +9%
UBS Group
16
UBS Group
Switzerland
$2.63M +$2.17M +235,169 +161%
Universal-Beteiligungs- und Servicegesellschaft
17
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.56M +$1.64M +177,261 +92%
JP Morgan Chase
18
JP Morgan Chase
New York
$2.15M -$22.1M -2,392,207 -88%
Morgan Stanley
19
Morgan Stanley
New York
$1.74M -$31.9K -3,457 -1%
Goldman Sachs
20
Goldman Sachs
New York
$1.61M -$2.03M -220,224 -49%
Northern Trust
21
Northern Trust
Illinois
$1.54M -$3.93K -426 -0.2%
Charles Schwab
22
Charles Schwab
California
$1.54M -$24.6K -2,669 -1%
LCM
23
Landscape Capital Management
New Jersey
$1.5M +$2M +216,706 New
Millennium Management
24
Millennium Management
New York
$1.43M +$1.71M +185,100 +839%
HA
25
Homestead Advisers
Virginia
$1.29M +$350K +37,906 +25%

SVV Hedge Fund Activity: Q1 2025 in Review

107 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Savers (SVV) for Q1 2025, worth a combined $1.19B — down 32% from $1.74B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of SVV and 18 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 42 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $26M. The largest seller was JP Morgan Chase, cutting an estimated $22.1M.

  • 107 institutional investors held Savers (SVV) as of Q1 2025, down from 111 in Q4 2024.
  • Funds reported $1.19B of Savers stock for Q1 2025, down 32% quarter-over-quarter.
  • 18 funds opened new Savers positions in Q1 2025 and 22 closed out, a net change of -4 holders.
  • The largest Savers buyer in Q1 2025 was Baillie Gifford & Co, an estimated $26M added.
  • The largest Savers seller in Q1 2025 was JP Morgan Chase, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2025.