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VENU

Venu Holding Corp

17 hedge funds and large institutions have $10.9M invested in Venu Holding Corp 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

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

159% more capital invested

Capital invested by funds: $4.21M → $10.9M (+$6.69M)

89% more funds holding

Funds holding: 917 (+8)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

1.92% more ownership

Funds ownership: 1.23%3.14% (+1.9%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
FWTB
1
First Western Trust Bank
Colorado
$5.34M +$5.55M +577,120 New
BA
2
Bard Associates
Illinois
$1.95M +$74K +7,700 +4%
Morgan Stanley
3
Morgan Stanley
New York
$859K +$892K +92,823 New
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$596K
FPCP
5
Fort Point Capital Partners
California
$559K +$380K +39,585 +190%
AWM
6
Apollon Wealth Management
South Carolina
$393K -$259 -27 -0.1%
WIC
7
Willis Investment Counsel
Georgia
$299K +$310K +32,306 New
PCA
8
Pallas Capital Advisors
Massachusetts
$193K +$200K +20,833 New
ETC
9
Exchange Traded Concepts
Oklahoma
$171K +$178K +18,515 New
GF
10
Gabelli Funds
New York
$157K -$456K -47,500 -74%
NC
11
North Capital
Utah
$112K +$117K +12,152 New
CCMW
12
Cypress Capital Management (Wyoming)
Wyoming
$104K +$108K +11,280 New
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$92.5K +$96.1K +10,000 New
UBS Group
14
UBS Group
Switzerland
$43.7K +$4K +416 +10%
Citigroup
15
Citigroup
New York
$19.8K +$20.5K +2,138 New
TIM
16
Tortoise Investment Management
New York
$5.55K +$5.77K +600 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1K +$1.37K +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

VENU Hedge Fund Activity: Q1 2025 in Review

17 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Venu Holding Corp (VENU) for Q1 2025, worth a combined $10.9M — up 159% from $4.21M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VENU positions and 3 closed out — a net gain of 8 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was First Western Trust Bank, opening a new position worth an estimated $5.55M. The largest seller was Gabelli Funds, cutting an estimated $456K.

  • 17 institutional investors held Venu Holding Corp (VENU) as of Q1 2025, up from 9 in Q4 2024.
  • Funds reported $10.9M of Venu Holding Corp stock for Q1 2025, up 159% quarter-over-quarter.
  • 11 funds opened new Venu Holding Corp positions in Q1 2025 and 3 closed out, a net change of +8 holders.
  • The largest Venu Holding Corp buyer in Q1 2025 was First Western Trust Bank, an estimated $5.55M added.
  • The largest Venu Holding Corp seller in Q1 2025 was Gabelli Funds, an estimated $456K sold.

Based on aggregated 13F filings for Q1 2025.