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Vanguard S&P 500 ETF

3,825 hedge funds and large institutions have $342B invested in Vanguard S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 531 funds opening new positions, 1,766 increasing their positions, 1,142 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

497% more first-time investments, than exits

New positions opened: 531 | Existing positions closed: 89

55% more repeat investments, than reductions

Existing positions increased: 1,766 | Existing positions reduced: 1,142

26% more call options, than puts

Call options by funds: $1.54B | Put options by funds: $1.22B

18% more capital invested

Capital invested by funds: $290B → $342B (+$52.5B)

15% more funds holding in top 10

Funds holding in top 10: 819942 (+123)

11% more funds holding

Funds holding: 3,4553,825 (+370)

3.36% more ownership

Funds ownership: 38.32%41.68% (+3.4%)

Holders
3,825
Holders Change
+370
Holders Change %
+10.71%
% of All Funds
46.54%
Holding in Top 10
942
Holding in Top 10 Change
+123
Holding in Top 10 Change %
+15.02%
% of All Funds
11.46%
New
531
Increased
1,766
Reduced
1,142
Closed
89
Calls
$1.54B
Puts
$1.22B
Net Calls
+$321M
Net Calls Change
+$508M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
776
Independent Financial Group
California
$22.6M +$3.67M +5,908 +20%
KFGK
777
Keystone Financial Group (Kentucky)
Kentucky
$22.6M +$813K +1,308 +4%
Tudor Investment Corp
778
Tudor Investment Corp
Connecticut
$22.5M -$350K -563 -2%
PCMNC
779
Piedmont Capital Management (North Carolina)
North Carolina
$22.5M +$22.3M +35,812 New
TWG
780
The Wealth Group
Minnesota
$22.4M -$2.98M -4,797 -12%
ECM
781
Evergreen Capital Management
Washington
$22.4M -$368K -592 -2%
HWA
782
Heritage Wealth Advisors
Virginia
$22.3M -$469K -754 -2%
WRCM
783
Western Reserve Capital Management
Ohio
$22.1M +$21.9M +35,312 New
B
784
Barings
North Carolina
$22.1M
RDWM
785
Red Door Wealth Management
Tennessee
$22.1M +$931K +1,498 +4%
CIC
786
Carnegie Investment Counsel
Ohio
$22.1M +$617K +993 +3%
FBT
787
First Bank & Trust
South Dakota
$22M +$89.5K +144 +0.4%
WWM
788
Western Wealth Management
Colorado
$22M +$6.13M +9,858 +39%
EF
789
Empirical Finance
Pennsylvania
$21.9M +$42.4M +68,240 +4,052%
BOSSRA
790
B.O.S.S. Retirement Advisors
Utah
$21.8M -$29.7M -47,752 -58%
NG
791
Northstar Group
New York
$21.8M +$234K +377 +1%
AAMC
792
Asset Allocation & Management Company
Illinois
$21.7M -$3.36M -5,412 -14%
FCAS
793
First Command Advisory Services
Texas
$21.7M -$1.84M -2,957 -8%
HAC
794
Harbor Advisory Corp
New Hampshire
$21.6M -$139K -224 -0.6%
HWP
795
Highline Wealth Partners
California
$21.6M -$1.15M -1,845 -5%
JF
796
Jump Financial
Illinois
$21.5M +$21.3M +34,345 New
MA
797
Montag & Associates
Georgia
$21.5M -$342K -550 -2%
SIA
798
Spectrum Investment Advisors
Wisconsin
$21.5M -$188K -303 -0.9%
JAA
799
Joel Adams & Associates
North Carolina
$21.3M +$1.04M +1,673 +5%
SAM
800
Secure Asset Management
Michigan
$21.3M -$2.82M -4,540 -12%