VENU

Venu Holding Corporation
VENU

Overview Fund Activity

17 hedge funds and large institutions have $10.9M invested in Venu Holding Corporation in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
+8
Holders Change %
+88.89%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
3
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWTB
First Western Trust Bank
Colorado
+$5.34M
2
Morgan Stanley
Morgan Stanley
New York
+$859K
3
FPCP
Fort Point Capital Partners
California
+$366K
4
WIC
Willis Investment Counsel
Georgia
+$299K
5
PCA
Pallas Capital Advisors
Massachusetts
+$193K

Top Sellers

1
GF
Gabelli Funds
New York
-$439K
2
OAC
OMERS Administration Corp
Ontario, Canada
-$244K
3
BL
Bleichroeder LP
New York
-$183K
4
Goldman Sachs
Goldman Sachs
New York
-$124K
5
AWM
Apollon Wealth Management
South Carolina
-$250
Name Holding Trade Value Shares
Change 		Shares
Change %
FWTB
1
First Western Trust Bank
Colorado
$5.34M +$5.34M +577,120 New
BA
2
Bard Associates
Illinois
$1.95M +$71.2K +7,700 +4%
Morgan Stanley
3
Morgan Stanley
New York
$859K +$859K +92,823 New
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$596K – – –
FPCP
5
Fort Point Capital Partners
California
$559K +$366K +39,585 +190%
AWM
6
Apollon Wealth Management
South Carolina
$393K -$250 -27 -0.1%
WIC
7
Willis Investment Counsel
Georgia
$299K +$299K +32,306 New
PCA
8
Pallas Capital Advisors
Massachusetts
$193K +$193K +20,833 New
ETC
9
Exchange Traded Concepts
Oklahoma
$171K +$171K +18,515 New
GF
10
Gabelli Funds
New York
$157K -$439K -47,500 -74%
NC
11
North Capital
Utah
$112K +$112K +12,152 New
CCMW
12
Cypress Capital Management (Wyoming)
Wyoming
$104K +$104K +11,280 New
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$92.5K +$92.5K +10,000 New
UBS Group
14
UBS Group
Switzerland
$43.7K +$3.85K +416 +10%
Citigroup
15
Citigroup
New York
$19.8K +$19.8K +2,138 New
TIM
16
Tortoise Investment Management
New York
$5.55K +$5.55K +600 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1K +$1K +143 New
OAC
18
OMERS Administration Corp
Ontario, Canada
– -$244K -26,615 Closed
BL
19
Bleichroeder LP
New York
– -$183K -20,000 Closed
Goldman Sachs
20
Goldman Sachs
New York
– -$124K -13,564 Closed