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Tejon Ranch

114 hedge funds and large institutions have $261M invested in Tejon Ranch in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,776% more call options, than puts

Call options by funds: $544K | Put options by funds: $29K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.56% less ownership

Funds ownership: 61.77%61.21% (-0.56%)

1% less capital invested

Capital invested by funds: $263M → $261M (-$2.76M)

3% less funds holding

Funds holding: 118114 (-4)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

23% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 43

Holders
114
Holders Change
-4
Holders Change %
-3.39%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
33
Reduced
43
Closed
15
Calls
$544K
Puts
$29K
Net Calls
+$515K
Net Calls Change
-$45K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$1.36K +$922 +58 +207%
PA
102
Parallel Advisors
California
$1.33K +$270 +17 +25%
PWA
103
Physician Wealth Advisors
Utah
$856 +$859 +54 New
TWD
104
True Wealth Design
Ohio
$682 +$191 +12 +39%
RIL
105
Rothschild Investment LLC
Illinois
$476 +$80 +5 +20%
LC
106
Lindbrook Capital
California
$428 +$223 +14 +108%
EWA
107
EverSource Wealth Advisors
Alabama
$428 +$413 +26 +2,600%
SC
108
Stephens Consulting
Michigan
$397 +$398 +25 New
SAM
109
Smartleaf Asset Management
Massachusetts
$369 -$159 -10 -30%
PWAM
110
Private Wealth Asset Management
Iowa
$206 +$207 +13 New
WT
111
Whittier Trust
California
$174
DF
112
Dunhill Financial
United Kingdom
$24
GIA
113
GHP Investment Advisors
Colorado
$16
Swiss National Bank
114
Swiss National Bank
Switzerland
-$629K -39,580 Closed
Canada Life
115
Canada Life
Manitoba, Canada
-$607K -38,236 Closed
UBS AM
116
UBS AM
Illinois
-$505K -31,757 Closed
MG
117
Marex Group
-$476K -29,934 Closed
MRI
118
Mad River Investors
Massachusetts
-$442K -27,799 Closed
FT
119
Fiduciary Trust
Massachusetts
-$318K -20,000 Closed
Assenagon Asset Management
120
Assenagon Asset Management
Luxembourg
-$192K -12,099 Closed
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
-$173K -10,907 Closed
EGM
122
Engineers Gate Manager
New York
-$167K -10,518 Closed
HighTower Advisors
123
HighTower Advisors
Illinois
-$166K -10,420 Closed
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
-$60.6K -3,811 Closed
Osaic Holdings
125
Osaic Holdings
Arizona
-$20.2K -1,268 Closed