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ReposiTrak

85 hedge funds and large institutions have $133M invested in ReposiTrak in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $368K | Put options by funds: $203K

0.58% more ownership

Funds ownership: 35.4%35.98% (+0.58%)

7% less capital invested

Capital invested by funds: $143M → $133M (-$9.8M)

8% less funds holding

Funds holding: 9285 (-7)

14% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 28

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
85
Holders Change
-7
Holders Change %
-7.61%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
28
Closed
15
Calls
$368K
Puts
$203K
Net Calls
+$165K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
Handelsbanken Fonder
1
Handelsbanken Fonder
Sweden
$31.3M +$413K +20,000 +1%
RHJA
2
Rice Hall James & Associates
California
$17.3M -$1.54M -74,295 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.8M -$180K -8,690 -1%
BlackRock
4
BlackRock
New York
$14.5M +$10.3K +497 +0.1%
ACM
5
Ashford Capital Management
Delaware
$8.29M +$8.45M +408,871 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.41M +$117K +5,649 +2%
Invesco
7
Invesco
Georgia
$4.44M -$574K -27,764 -11%
ISL
8
Ingalls & Snyder LLC
New York
$3.98M +$226K +10,955 +6%
State Street
9
State Street
Massachusetts
$3.7M +$70.3K +3,402 +2%
Renaissance Technologies
10
Renaissance Technologies
New York
$3.34M +$93K +4,500 +3%
RA
11
Royce & Associates
New York
$2.45M +$227K +11,000 +10%
UBS Group
12
UBS Group
Switzerland
$2.26M -$286K -13,841 -11%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.03M -$91.3K -4,416 -4%
Northern Trust
14
Northern Trust
Illinois
$1.86M -$52.4K -2,537 -3%
Morgan Stanley
15
Morgan Stanley
New York
$1.19M -$203K -9,830 -14%
LCM
16
Lunt Capital Management
Utah
$1.1M
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$918K -$395K -19,090 -30%
Citadel Advisors
18
Citadel Advisors
Florida
$796K +$419K +20,286 +107%
NA
19
NewEdge Advisors
Louisiana
$764K -$633K -30,651 -45%
Goldman Sachs
20
Goldman Sachs
New York
$763K -$20.9K -1,009 -3%
EI
21
EAM Investors
California
$740K -$323K -15,630 -30%
TDC
22
Thompson Davis & Co
Virginia
$701K -$49.6K -2,399 -6%
Charles Schwab
23
Charles Schwab
California
$690K
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$647K -$59.5K -2,878 -8%
EA
25
Ellsworth Advisors
Ohio
$634K +$61.9K +2,997 +11%

TRAK Hedge Fund Activity: Q1 2025 in Review

85 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in ReposiTrak (TRAK) for Q1 2025, worth a combined $133M — down 6.8% from $143M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of TRAK and 8 opened new positions — a net loss of 7 holders — while 28 trimmed existing stakes and 24 added.

The largest buyer was Ashford Capital Management, opening a new position worth an estimated $8.45M. The largest seller was Rice Hall James & Associates, cutting an estimated $1.54M.

  • 85 institutional investors held ReposiTrak (TRAK) as of Q1 2025, down from 92 in Q4 2024.
  • Funds reported $133M of ReposiTrak stock for Q1 2025, down 6.8% quarter-over-quarter.
  • 8 funds opened new ReposiTrak positions in Q1 2025 and 15 closed out, a net change of -7 holders.
  • The largest ReposiTrak buyer in Q1 2025 was Ashford Capital Management, an estimated $8.45M added.
  • The largest ReposiTrak seller in Q1 2025 was Rice Hall James & Associates, an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2025.