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ProShares Ultra Financials
UYG

75 hedge funds and large institutions have $34M invested in ProShares Ultra Financials in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,968% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $218K

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

3% more funds holding

Funds holding: 73 → 75 (+2)

0% more capital invested

Capital invested by funds: $33.9M → $34M (+$109K)

0.02% less ownership

Funds ownership: 3.86% → 3.84% (-0.02%)

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
13
Closed
5
Calls
$4.51M
Puts
$218K
Net Calls
+$4.29M
Net Calls Change
+$1.54M

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$527K
2
STA
Summit Trail Advisors
New York
+$350K
3
UAG
United Advisor Group
Ohio
+$291K
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$233K
5
Corient Private Wealth
Corient Private Wealth
Florida
+$223K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$970K
2
Northern Trust
Northern Trust
Illinois
-$678K
3
Jane Street
Jane Street
New York
-$504K
4
DCM
Dimension Capital Management
Florida
-$478K
5
TFA
Toth Financial Advisory
Virginia
-$413K
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
26
Savant Capital
Illinois
$374K – – –
Truist Financial
27
Truist Financial
North Carolina
$357K – – –
Lido Advisors
28
Lido Advisors
California
$351K – – –
LCM
29
Lazari Capital Management
California
$348K – – –
LPL Financial
30
LPL Financial
California
$314K +$43.7K +452 +17%
SA
31
Sanctuary Advisors
Indiana
$301K +$193 +2 +0.1%
UAG
32
United Advisor Group
Ohio
$298K +$291K +3,005 New
PAG
33
Private Advisor Group
New Jersey
$298K – – –
SCM
34
Sollinda Capital Management
Florida
$286K – – –
JJBC
35
James J. Burns & Company
New York
$284K – – –
GVAG
36
Great Valley Advisor Group
Delaware
$274K +$773 +8 +0.3%
KAS
37
Kestra Advisory Services
Texas
$262K +$483 +5 +0.2%
Goldman Sachs
38
Goldman Sachs
New York
$252K – – –
LTL
39
Lowery Thomas LLC
California
$245K +$1.06K +11 +0.4%
GIM
40
Glenmede Investment Management
Pennsylvania
$244K – – –
SF
41
Summit Financial
New Jersey
$232K +$967 +10 +0.4%
Corient Private Wealth
42
Corient Private Wealth
Florida
$228K +$223K +2,302 New
PGWM
43
Parisi Gray Wealth Management
New Jersey
$225K -$42.5K -440 -16%
BRWA
44
B. Riley Wealth Advisors
Florida
$224K +$870 +9 +0.4%
QCM
45
Quantinno Capital Management
New York
$224K +$218K +2,256 New
RPWA
46
Regent Peak Wealth Advisors
Georgia
$224K +$218K +2,256 New
HIA
47
Harbor Investment Advisory
Maryland
$208K – – –
SWM
48
Sculati Wealth Management
Michigan
$208K – – –
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$173K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$149K – – –
1
2
3 4

UYG Hedge Fund Activity: Q3 2025 in Review

75 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q3 2025, worth a combined $34M — up 0.32% from $33.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UYG positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $527K. The largest seller was Susquehanna International Group, cutting an estimated $970K.

  • 75 institutional investors held ProShares Ultra Financials (UYG) as of Q3 2025, up from 73 in Q2 2025.
  • Funds reported $34M of ProShares Ultra Financials stock for Q3 2025, up 0.32% quarter-over-quarter.
  • 7 funds opened new ProShares Ultra Financials positions in Q3 2025 and 5 closed out, a net change of +2 holders.
  • The largest ProShares Ultra Financials buyer in Q3 2025 was Bank of Montreal, an estimated $527K added.
  • The largest ProShares Ultra Financials seller in Q3 2025 was Susquehanna International Group, an estimated $970K sold.

Based on aggregated 13F filings for Q3 2025.