VENU

Venu Holding Corporation
VENU

Overview Fund Activity

16 hedge funds and large institutions have $22.1M invested in Venu Holding Corporation in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
4
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$10.2M
2
EI
EAM Investors
California
+$809K
3
UIC
Uniplan Investment Counsel
Wisconsin
+$544K
4
Morgan Stanley
Morgan Stanley
New York
+$239K
5
AWG
Altus Wealth Group
Colorado
+$236K

Top Sellers

1
FWTB
First Western Trust Bank
Colorado
-$2.09M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$596K
3
AWM
Apollon Wealth Management
South Carolina
-$393K
4
WIC
Willis Investment Counsel
Georgia
-$299K
5
ETC
Exchange Traded Concepts
Oklahoma
-$171K
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.2M +$10.2M +861,911 New
FWTB
2
First Western Trust Bank
Colorado
$4.72M -$2.09M -177,000 -31%
BA
3
Bard Associates
Illinois
$2.32M -$166K -14,050 -7%
Morgan Stanley
4
Morgan Stanley
New York
$1.33M +$239K +20,253 +22%
FPCP
5
Fort Point Capital Partners
California
$919K +$206K +17,500 +29%
EI
6
EAM Investors
California
$809K +$809K +68,655 New
UIC
7
Uniplan Investment Counsel
Wisconsin
$544K +$544K +46,113 New
PCA
8
Pallas Capital Advisors
Massachusetts
$479K +$234K +19,833 +95%
AWG
9
Altus Wealth Group
Colorado
$236K +$236K +20,000 New
UBS Group
10
UBS Group
Switzerland
$200K +$144K +12,243 +259%
NC
11
North Capital
Utah
$177K +$33.9K +2,879 +24%
CCMW
12
Cypress Capital Management (Wyoming)
Wyoming
$109K -$23.6K -2,000 -18%
Raymond James Financial
13
Raymond James Financial
Florida
$32.9K +$32.9K +2,789 New
EWA
14
EverSource Wealth Advisors
Alabama
$11.8K +$11.8K +1,001 New
TIM
15
Tortoise Investment Management
New York
$2.36K -$4.72K -400 -67%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$413 +$413 +35 New
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
– -$596K -64,407 Closed
AWM
18
Apollon Wealth Management
South Carolina
– -$393K -42,474 Closed
WIC
19
Willis Investment Counsel
Georgia
– -$299K -32,306 Closed
ETC
20
Exchange Traded Concepts
Oklahoma
– -$171K -18,515 Closed
GF
21
Gabelli Funds
New York
– -$157K -17,000 Closed
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
– -$92.5K -10,000 Closed
Citigroup
23
Citigroup
New York
– -$19.8K -2,138 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
– -$1K -143 Closed