We are live on ! Find out more
VEGN icon

US Vegan Climate ETF

36 hedge funds and large institutions have $21.3M invested in US Vegan Climate ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more capital invested

Capital invested by funds: $9.73M → $21.3M (+$11.5M)

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

7.86% more ownership

Funds ownership: 7.52%15.38% (+7.9%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less funds holding

Funds holding: 3736 (-1)

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
7
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NI
1
Natural Investments
California
$9.85M +$9.78M +162,029 New
GH
2
GAM Holding
Switzerland
$2.21M +$2.19M +36,340 New
Wealthfront Advisers
3
Wealthfront Advisers
California
$2.11M +$130K +2,154 +7%
KWA
4
Kingswood Wealth Advisors
California
$1.42M +$17.2K +285 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.42M
JAA
6
Joel Adams & Associates
North Carolina
$639K
Morgan Stanley
7
Morgan Stanley
New York
$394K -$16.9K -280 -4%
AFG
8
Allegheny Financial Group
Pennsylvania
$339K +$1.21K +20 +0.4%
PI
9
PFG Investments
New York
$334K
MMA
10
Miracle Mile Advisors
California
$327K +$104K +1,722 +47%
Financial Engines Advisors
11
Financial Engines Advisors
California
$291K +$288K +4,780 New
BPA
12
Beacon Pointe Advisors
California
$277K
RWA
13
Redmont Wealth Advisors
Illinois
$260K
Goldman Sachs
14
Goldman Sachs
New York
$213K -$76.2K -1,262 -26%
HR
15
Howe & Rusling
New York
$207K
PAA
16
Peregrine Asset Advisers
Oregon
$205K
Bank of America
17
Bank of America
North Carolina
$148K
TWC
18
TD Waterhouse Canada
Ontario, Canada
$127K +$23.5K +390 +23%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$91.2K
SWA
20
SOA Wealth Advisors
New York
$60.8K
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$49.4K +$49.1K +813 New
DFA
22
DHJJ Financial Advisors
Illinois
$43.4K
Fidelity Investments
23
Fidelity Investments
Massachusetts
$36.3K +$29.8K +494 +484%
FCT
24
First Community Trust
Iowa
$36.2K
CAL
25
Capital Analysts LLC
Pennsylvania
$36K

VEGN Hedge Fund Activity: Q4 2025 in Review

36 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in US Vegan Climate ETF (VEGN) for Q4 2025, worth a combined $21.3M — up 119% from $9.73M a quarter earlier.

Fund positioning in VEGN was balanced in Q4 2025: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 4 trimmed.

The largest buyer was Natural Investments, opening a new position worth an estimated $9.78M. The largest seller was Cadence Bank, exiting entirely with an estimated $415K sold.

  • 36 institutional investors held US Vegan Climate ETF (VEGN) as of Q4 2025, down from 37 in Q3 2025.
  • Funds reported $21.3M of US Vegan Climate ETF stock for Q4 2025, up 119% quarter-over-quarter.
  • 5 funds opened new US Vegan Climate ETF positions in Q4 2025 and 5 closed out, a net change of 0 holders.
  • The largest US Vegan Climate ETF buyer in Q4 2025 was Natural Investments, an estimated $9.78M added.
  • The largest US Vegan Climate ETF seller in Q4 2025 was Cadence Bank, an estimated $415K sold.

Based on aggregated 13F filings for Q4 2025.