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ProShares UltraPro S&P 500

UPRO

Market cap $5.46B

128 hedge funds and large institutions have $561M invested in ProShares UltraPro S&P 500 in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New

Increased

Maintained

Reduced

Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

10% more funds holding

Funds holding: 116 → 128 (+12)

0.61% less ownership

Funds ownership: 12.76% → 12.15% (-0.61%)

4% less capital invested

Capital invested by funds: $582M → $561M (-$20.9M)

14% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 43

16% less call options, than puts

Call options by funds: $267M | Put options by funds: $317M

Holders

128

Holders Change

+12

Holders Change %

+10.34%

% of All Funds

1.68%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+33.33%

% of All Funds

0.05%

New

Increased

Reduced

Closed

Calls

$267M

Puts

$317M

Net Calls

-$50.5M

Net Calls Change

-$127M

Top Buyers

1	AssetMark Inc Concord, California	+$20.9M
2	DT Diversified Trust Memphis, Tennessee	+$5.03M
3	AWM Axxcess Wealth Management Carlsbad, California	+$2.47M
4	RCM Ridgepath Capital Management Knoxville, Tennessee	+$2.47M
5	EMAM Encompass More Asset Management Danville, California	+$2.18M

Top Sellers

1	PFM Potomac Fund Management Miami, Florida	-$110M
2	Citadel Advisors Miami, Florida	-$34.7M
3	QC Quadrature Capital London, United Kingdom	-$5.27M
4	Susquehanna International Group Bala Cynwyd, Pennsylvania	-$4.39M
5	GS GTS Securities New York	-$4.38M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	PFM 1 Potomac Fund Management Miami, Florida	$234M	-$110M	-1,090,435	-34%
2	HCM 2 Howard Capital Management Roswell, Georgia	$133M	–	–	–
3	3 AssetMark Inc Concord, California	$23.5M	+$20.9M	+207,546	+7,052%
4	RCM 4 Ridgepath Capital Management Knoxville, Tennessee	$23.2M	+$2.47M	+24,606	+13%
5	AWM 5 Axxcess Wealth Management Carlsbad, California	$23.1M	+$2.47M	+24,606	+13%
6	RAM 6 Revere Asset Management Dallas, Texas	$20.3M	+$18.2K	+181	+0.1%
7	SFA 7 Spectrum Financial Alliance Nicholasville, Kentucky	$10.2M	+$723K	+7,191	+9%
8	MSG 8 Main Street Group Glen Allen, Virginia	$5.67M	+$201K	+2,000	+4%
9	DT 9 Diversified Trust Memphis, Tennessee	$5.57M	+$5.03M	+50,000	New
10	10 UBS Group Zurich, Switzerland	$5.43M	-$4.12M	-41,030	-46%
11	TRCT 11 Tower Research Capital (TRC) New York	$4.86M	+$1.65M	+16,460	+61%
12	12 Creative Planning Overland Park, Kansas	$3.78M	-$260K	-2,582	-7%
13	EMAM 13 Encompass More Asset Management Danville, California	$3.69M	+$2.18M	+21,686	+191%
14	IFG 14 Independent Financial Group San Diego, California	$3M	-$113K	-1,125	-4%
15	MFA 15 Millington Financial Advisors Naperville, Illinois	$2.99M	-$112K	-1,114	-4%
16	PWM 16 Prosperity Wealth Management San Ramon, California	$2.65M	-$1.31M	-13,058	-35%
17	EWA 17 EverSource Wealth Advisors Birmingham, Alabama	$2.52M	+$1.34M	+13,288	+142%
18	18 JP Morgan Chase New York	$2.39M	-$1.08M	-10,712	-33%
19	UWP 19 Uniting Wealth Partners Mission, Kansas	$2.34M	–	–	–
20	20 Corient Private Wealth Miami, Florida	$2.1M	-$613K	-6,097	-24%
21	21 Lido Advisors Los Angeles, California	$2.09M	+$104K	+1,036	+6%
22	QC 22 Quadrature Capital London, United Kingdom	$2.08M	-$5.27M	-52,396	-74%
23	23 Renaissance Technologies New York	$2.04M	+$1.84M	+18,300	New
24	DC 24 DeDora Capital Napa, California	$2.04M	–	–	–
25	TFA 25 Toth Financial Advisory Leesburg, Virginia	$1.79M	-$1.12M	-11,176	-41%