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ProShares Ultra Financials

73 hedge funds and large institutions have $31.7M invested in ProShares Ultra Financials in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

1% more call options, than puts

Call options by funds: $2M | Put options by funds: $1.98M

0.1% more ownership

Funds ownership: 3.84%3.95% (+0.1%)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

3% less funds holding

Funds holding: 7573 (-2)

7% less capital invested

Capital invested by funds: $34M → $31.7M (-$2.29M)

Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
12
Closed
10
Calls
$2M
Puts
$1.98M
Net Calls
+$19K
Net Calls Change
-$4.27M
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 +$2.68M +28,089 New
TFA
3
Toth Financial Advisory
Virginia
$2.74M -$483K -5,066 -15%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$2.3M +$960K +10,063 +71%
PFPG
5
Pinnacle Financial Partners (Georgia)
Georgia
$1.38M +$1.43M +15,000 New
WA
6
Waverly Advisors
Alabama
$941K
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$939K +$417K +4,372 +75%
CPIG
8
Chicago Partners Investment Group
Illinois
$839K +$90.2K +945 +11%
CICI
9
Capital Investment Counsel Inc
North Carolina
$813K -$47.7K -500 -5%
Truist Financial
10
Truist Financial
North Carolina
$671K +$354K +3,714 +103%
STA
11
Summit Trail Advisors
New York
$665K
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$657K +$1.43K +15 +0.2%
Osaic Holdings
13
Osaic Holdings
Arizona
$612K -$64.9K -680 -9%
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
IFG
17
Independent Financial Group
California
$497K -$2.86K -30 -0.6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$483K +$40.4K +423 +9%
Cerity Partners
19
Cerity Partners
New York
$459K
DCM
20
Dimension Capital Management
Florida
$459K +$477K +5,000 New
BMCM
21
Bryn Mawr Capital Management
Pennsylvania
$453K +$19K +199 +4%
LPL Financial
22
LPL Financial
California
$387K +$101K +1,061 +34%
Creative Planning
23
Creative Planning
Kansas
$378K -$16.5K -173 -4%
KIG
24
Kennedy Investment Group
New Jersey
$376K
WANY
25
Wealthspire Advisors (New York)
New York
$366K +$381K +3,991 +399,100%

UYG Hedge Fund Activity: Q4 2025 in Review

73 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Financials (UYG) for Q4 2025, worth a combined $31.7M — down 6.7% from $34M a quarter earlier.

Fund positioning in UYG was balanced in Q4 2025: 10 funds opened new positions, 10 closed out, 21 added to existing stakes and 12 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $960K. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.42M sold.

  • 73 institutional investors held ProShares Ultra Financials (UYG) as of Q4 2025, down from 75 in Q3 2025.
  • Funds reported $31.7M of ProShares Ultra Financials stock for Q4 2025, down 6.7% quarter-over-quarter.
  • 10 funds opened new ProShares Ultra Financials positions in Q4 2025 and 10 closed out, a net change of 0 holders.
  • The largest ProShares Ultra Financials buyer in Q4 2025 was Focus Partners Wealth, an estimated $960K added.
  • The largest ProShares Ultra Financials seller in Q4 2025 was Citadel Advisors, an estimated $2.42M sold.

Based on aggregated 13F filings for Q4 2025.