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ProShares Ultra Financials

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: 7375 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$137K
SIS
52
Strategic Investment Solutions
Illinois
$119K
NA
53
NewEdge Advisors
Louisiana
$112K
MCM
54
MAI Capital Management
Ohio
$105K +$16.9K +175 +20%
SWM
55
Spire Wealth Management
Virginia
$89.1K -$25.3K -262 -23%
Barclays
56
Barclays
United Kingdom
$84K
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$81.6K +$79.5K +822 New
FFA
58
Farther Finance Advisors
California
$74.4K -$967 -10 -1%
GRP
59
Global Retirement Partners
California
$71.5K
MSG
60
Main Street Group
Virginia
$59.5K
HFM
61
Hartford Financial Management
Connecticut
$41.7K
PMFA
62
Plante Moran Financial Advisors
Michigan
$36.9K
TRCT
63
Tower Research Capital (TRC)
New York
$33.6K -$12.1K -125 -27%
MA
64
MCF Advisors
Kentucky
$29.8K
US Bancorp
65
US Bancorp
Minnesota
$29.8K
SGK
66
Steigerwald Gordon & Koch
Virginia
$29.8K +$29K +300 New
JP Morgan Chase
67
JP Morgan Chase
New York
$24.8K
CTA
68
Colonial Trust Advisors
South Carolina
$19.9K
GWM
69
Geneos Wealth Management
Colorado
$10.2K +$97 +1 +1%
HBW
70
Hazlett, Burt & Watson
West Virginia
$6K
BCMIO
71
Beacon Capital Management Inc (Ohio)
Ohio
$4.37K
CWM
72
Copia Wealth Management
Oregon
$496
Morgan Stanley
73
Morgan Stanley
New York
$180 -$90.4K -935 -100%
WANY
74
Wealthspire Advisors (New York)
New York
$100 +$97 +1 New
Wells Fargo
75
Wells Fargo
California
$92

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.