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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
TFA
1
Toth Financial Advisory
Virginia
$3.47M -$413K -4,273 -11%
CCWM
2
Cassaday & Co Wealth Management
Virginia
$3.45M
Citadel Advisors
3
Citadel Advisors
Florida
$2.51M +$153K +1,587 +7%
SF
4
Synovus Financial
Georgia
$1.49M
Jane Street
5
Jane Street
New York
$1.41M -$504K -5,212 -27%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$1.4M +$233K +2,413 +21%
WA
7
Waverly Advisors
Alabama
$1.02M
Kovitz Investment Group Partners
8
Kovitz Investment Group Partners
Illinois
$969K
CICI
9
Capital Investment Counsel Inc
North Carolina
$928K -$9.67K -100 -1%
CPIG
10
Chicago Partners Investment Group
Illinois
$845K -$8.8K -91 -1%
HighTower Advisors
11
HighTower Advisors
Illinois
$809K +$72.3K +748 +10%
Osaic Holdings
12
Osaic Holdings
Arizona
$730K -$13.1K -136 -2%
STA
13
Summit Trail Advisors
New York
$719K +$350K +3,621 +100%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$709K -$96.6K -999 -12%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$653K +$527K +5,450 +483%
William Blair & Company
16
William Blair & Company
Illinois
$609K
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$582K -$970K -10,034 -63%
Bank of America
18
Bank of America
North Carolina
$578K -$31.5K -326 -5%
CBA
19
Coastal Bridge Advisors
Connecticut
$544K
IFG
20
Independent Financial Group
California
$540K
Cerity Partners
21
Cerity Partners
New York
$496K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$480K +$2.03K +21 +0.4%
BMCM
23
Bryn Mawr Capital Management
Pennsylvania
$471K +$677 +7 +0.1%
Creative Planning
24
Creative Planning
Kansas
$426K +$57.3K +593 +16%
KIG
25
Kennedy Investment Group
New Jersey
$407K

UYG Hedge Fund Activity: Q3 2025 in Review

75 of the 7,619 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.