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ProShares Trust UltraShort Lehman 20+ Year Treasury

52 hedge funds and large institutions have $72.3M invested in ProShares Trust UltraShort Lehman 20+ Year Treasury in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $39.2M | Put options by funds: $23.8M

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

1.84% more ownership

Funds ownership: 26.04%27.88% (+1.8%)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0% more funds holding

Funds holding: 5252 (0)

29% less capital invested

Capital invested by funds: $102M → $72.3M (-$30.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
52
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
13
Reduced
12
Closed
9
Calls
$39.2M
Puts
$23.8M
Net Calls
+$15.4M
Net Calls Change
+$107K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Weinberger Asset Management
California
$258K
TSS
27
Two Sigma Securities
New York
$214K +$205K +6,114 New
ZIC
28
ZWJ Investment Counsel
Georgia
$200K +$193K +5,735 New
GCM
29
Gables Capital Management
Florida
$175K -$1.68K -50 -1%
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$116K -$674K -20,077 -86%
Bank of America
31
Bank of America
North Carolina
$52.6K
Group One Trading
32
Group One Trading
Illinois
$45.7K -$209K -6,218 -83%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$40.2K +$8.06K +240 +26%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$34.5K +$23.4K +698 +241%
FIA
35
FNY Investment Advisers
New York
$27K +$26.9K +800 New
SWM
36
SHP Wealth Management
Massachusetts
$19.8K +$19K +567 New
VWM
37
Vermillion Wealth Management
Minnesota
$18.7K +$18K +535 New
JP Morgan Chase
38
JP Morgan Chase
New York
$9.15K -$124K -3,699 -93%
BBHC
39
Brown Brothers Harriman & Co
New York
$8.95K
US Bancorp
40
US Bancorp
Minnesota
$5.24K
AA
41
Ancora Advisors
Ohio
$4.79K
ACA
42
Aptus Capital Advisors
Alabama
$4.61K +$2.72K +81 +159%
OWP
43
ORG Wealth Partners
Texas
$4.4K
TCOT
44
Trust Company of Toledo
Ohio
$2.79K
GWM
45
Geneos Wealth Management
Colorado
$1.75K
NSIM
46
North Star Investment Management
Illinois
$943
CA
47
CoreCap Advisors
Michigan
$800 +$34 +1 +5%
AssetMark Inc
48
AssetMark Inc
California
$769
TRCT
49
Tower Research Capital (TRC)
New York
$699 +$672 +20 New
FFA
50
Farther Finance Advisors
California
$419

TBT Hedge Fund Activity: Q4 2025 in Review

52 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) for Q4 2025, worth a combined $72.3M — down 29% from $102M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TBT positions and 9 closed out — a net gain of 4 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was CastleKnight Management, adding an estimated $3.25M. The largest seller was Renaissance Technologies, cutting an estimated $5.72M.

  • 52 institutional investors held ProShares Trust UltraShort Lehman 20+ Year Treasury (TBT) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $72.3M of ProShares Trust UltraShort Lehman 20+ Year Treasury stock for Q4 2025, down 29% quarter-over-quarter.
  • 13 funds opened new ProShares Trust UltraShort Lehman 20+ Year Treasury positions in Q4 2025 and 9 closed out, a net change of +4 holders.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury buyer in Q4 2025 was CastleKnight Management, an estimated $3.25M added.
  • The largest ProShares Trust UltraShort Lehman 20+ Year Treasury seller in Q4 2025 was Renaissance Technologies, an estimated $5.72M sold.

Based on aggregated 13F filings for Q4 2025.