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ReposiTrak

93 hedge funds and large institutions have $85.7M invested in ReposiTrak in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,345% more call options, than puts

Call options by funds: $289K | Put options by funds: $20K

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

2% more funds holding

Funds holding: 9193 (+2)

0.41% less ownership

Funds ownership: 38.26%37.84% (-0.41%)

3% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 33

17% less capital invested

Capital invested by funds: $104M → $85.7M (-$18M)

Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
32
Reduced
33
Closed
9
Calls
$289K
Puts
$20K
Net Calls
+$269K
Net Calls Change
+$475K
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
76
Optiver Holding
Netherlands
$2.35K
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$2K +$596 +42 +30%
UBS AM
78
UBS AM
Illinois
$1.86K +$2.13K +150 New
Simplex Trading
79
Simplex Trading
Illinois
$1.71K +$1.96K +138 New
MAM
80
Marquette Asset Management
Minnesota
$1.24K -$128 -9 -8%
SAM
81
Smartleaf Asset Management
Massachusetts
$1.13K +$142 +10 +12%
SCM
82
Sterling Capital Management
North Carolina
$903 +$653 +46 +170%
NL
83
NVWM LLC
Pennsylvania
$619
NSIM
84
North Star Investment Management
Illinois
$458 +$525 +37 New
SS
85
SBI Securities
Japan
$421 -$4.91K -346 -91%
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$248 +$284 +20 New
AF
87
Allworth Financial
California
$75 +$71 +5 +500%
EWA
88
EverSource Wealth Advisors
Alabama
$62 -$43 -3 -38%
EP
89
Essential Partners
California
$25 -$57 -4 -67%
IA
90
IFP Advisors
Florida
$25 -$14 -1 -33%
SS
91
Sunbelt Securities
Texas
$25 +$28 +2 New
RIL
92
Rothschild Investment LLC
Illinois
$12 +$14 +1 New
PAMP
93
Polar Asset Management Partners
Ontario, Canada
-$519K -35,000 Closed
Mariner
94
Mariner
Kansas
-$355K -23,980 Closed
RWM
95
Ritholtz Wealth Management
New York
-$170K -11,491 Closed
Invesco
96
Invesco
Georgia
-$154K -10,383 Closed
CF
97
Centaurus Financial
California
-$106K -7,164 Closed
Group One Trading
98
Group One Trading
Illinois
-$12.4K -873 Closed
AAP
99
Arax Advisory Partners
Colorado
-$1.72K -116 Closed
QCG
100
Quadrant Capital Group
Ohio
-$519 -35 Closed

TRAK Hedge Fund Activity: Q4 2025 in Review

93 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ReposiTrak (TRAK) for Q4 2025, worth a combined $85.7M — down 17% from $104M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TRAK positions and 9 closed out — a net gain of 5 holders — while 32 added to existing stakes and 33 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $3.97M. The largest seller was Handelsbanken Fonder, cutting an estimated $7.04M.

  • 93 institutional investors held ReposiTrak (TRAK) as of Q4 2025, up from 91 in Q3 2025.
  • Funds reported $85.7M of ReposiTrak stock for Q4 2025, down 17% quarter-over-quarter.
  • 14 funds opened new ReposiTrak positions in Q4 2025 and 9 closed out, a net change of +5 holders.
  • The largest ReposiTrak buyer in Q4 2025 was Bank of Montreal, an estimated $3.97M added.
  • The largest ReposiTrak seller in Q4 2025 was Handelsbanken Fonder, an estimated $7.04M sold.

Based on aggregated 13F filings for Q4 2025.