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VENU

Venu Holding Corp

16 hedge funds and large institutions have $22.1M invested in Venu Holding Corp 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

102% more capital invested

Capital invested by funds: $10.9M → $22.1M (+$11.2M)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

1.71% more ownership

Funds ownership: 3.14%4.85% (+1.7%)

6% less funds holding

Funds holding: 1716 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.2M +$8.11M +861,911 New
FWTB
2
First Western Trust Bank
Colorado
$4.72M -$1.66M -177,000 -31%
BA
3
Bard Associates
Illinois
$2.32M -$132K -14,050 -7%
Morgan Stanley
4
Morgan Stanley
New York
$1.33M +$190K +20,253 +22%
FPCP
5
Fort Point Capital Partners
California
$919K +$165K +17,500 +29%
EI
6
EAM Investors
California
$809K +$646K +68,655 New
UIC
7
Uniplan Investment Counsel
Wisconsin
$544K +$434K +46,113 New
PCA
8
Pallas Capital Advisors
Massachusetts
$479K +$187K +19,833 +95%
AWG
9
Altus Wealth Group
Colorado
$236K +$188K +20,000 New
UBS Group
10
UBS Group
Switzerland
$200K +$115K +12,243 +259%
NC
11
North Capital
Utah
$177K +$27.1K +2,879 +24%
CCMW
12
Cypress Capital Management (Wyoming)
Wyoming
$109K -$18.8K -2,000 -18%
Raymond James Financial
13
Raymond James Financial
Florida
$32.9K +$26.2K +2,789 New
EWA
14
EverSource Wealth Advisors
Alabama
$11.8K +$9.41K +1,001 New
TIM
15
Tortoise Investment Management
New York
$2.36K -$3.76K -400 -67%
JP Morgan Chase
16
JP Morgan Chase
New York
$413 +$329 +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

VENU Hedge Fund Activity: Q2 2025 in Review

16 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Venu Holding Corp (VENU) for Q2 2025, worth a combined $22.1M — up 102% from $10.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of VENU and 7 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 5 added.

The largest buyer was Vanguard Group, opening a new position worth an estimated $8.11M. The largest seller was First Western Trust Bank, cutting an estimated $1.66M.

  • 16 institutional investors held Venu Holding Corp (VENU) as of Q2 2025, down from 17 in Q1 2025.
  • Funds reported $22.1M of Venu Holding Corp stock for Q2 2025, up 102% quarter-over-quarter.
  • 7 funds opened new Venu Holding Corp positions in Q2 2025 and 8 closed out, a net change of -1 holder.
  • The largest Venu Holding Corp buyer in Q2 2025 was Vanguard Group, an estimated $8.11M added.
  • The largest Venu Holding Corp seller in Q2 2025 was First Western Trust Bank, an estimated $1.66M sold.

Based on aggregated 13F filings for Q2 2025.