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ProShares Ultra Financials

72 hedge funds and large institutions have $31.2M invested in ProShares Ultra Financials in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2M
Puts
$1.98M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
1
Cassaday & Co Wealth Management
Virginia
$3.19M
WAM
2
WealthCare Asset Management
Missouri
$2.74M
TFA
3
Toth Financial Advisory
Virginia
$2.74M
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$2.3M
PFPG
5
Pinnacle Financial Partners (Georgia)
Georgia
$1.38M
WA
6
Waverly Advisors
Alabama
$941K
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$939K
CPIG
8
Chicago Partners Investment Group
Illinois
$839K
CICI
9
Capital Investment Counsel Inc
North Carolina
$813K
Truist Financial
10
Truist Financial
North Carolina
$671K
STA
11
Summit Trail Advisors
New York
$665K
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$657K
Osaic Holdings
13
Osaic Holdings
Arizona
$612K
William Blair & Company
14
William Blair & Company
Illinois
$564K
Bank of America
15
Bank of America
North Carolina
$534K
CBA
16
Coastal Bridge Advisors
Connecticut
$503K
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$483K
Cerity Partners
18
Cerity Partners
New York
$459K
DCM
19
Dimension Capital Management
Florida
$459K
BMCM
20
Bryn Mawr Capital Management
Pennsylvania
$453K
LPL Financial
21
LPL Financial
California
$387K
Creative Planning
22
Creative Planning
Kansas
$378K
KIG
23
Kennedy Investment Group
New Jersey
$376K
WANY
24
Wealthspire Advisors (New York)
New York
$366K
TCBWMS
25
Texas Capital Bank Wealth Management Services
Texas
$351K