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Vanguard S&P 500 ETF

3,830 hedge funds and large institutions have $342B invested in Vanguard S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 532 funds opening new positions, 1,768 increasing their positions, 1,144 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

498% more first-time investments, than exits

New positions opened: 532 | Existing positions closed: 89

55% more repeat investments, than reductions

Existing positions increased: 1,768 | Existing positions reduced: 1,144

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: 3,4593,830 (+371)

3.36% more ownership

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

Holders
3,830
Holders Change
+371
Holders Change %
+10.73%
% of All Funds
46.58%
Holding in Top 10
942
Holding in Top 10 Change
+123
Holding in Top 10 Change %
+15.02%
% of All Funds
11.46%
New
532
Increased
1,768
Reduced
1,144
Closed
89
Calls
$1.54B
Puts
$1.22B
Net Calls
+$321M
Net Calls Change
+$508M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
2051
Jupiter Wealth Management
Colorado
$2.19M +$267K +429 +14%
WA
2052
WBH Advisory
Maryland
$2.18M -$32.9K -53 -1%
CCM
2053
Chilton Capital Management
Texas
$2.18M +$268K +432 +14%
B
2054
Bensler
Washington
$2.18M -$7.46K -12 -0.3%
DCA
2055
DB&C Advisors
Michigan
$2.18M +$2.16M +3,473 New
EPIME
2056
Evelyn Partners Investment Management (Europe)
$2.17M
FWP
2057
Falcon Wealth Planning
California
$2.17M +$49.1K +79 +2%
JPLA
2058
Joseph P. Lucia & Associates
New York
$2.17M +$1.24M +2,002 +138%
HDIM
2059
Hanson & Doremus Investment Management
Vermont
$2.17M +$6.84K +11 +0.3%
MPWS
2060
McCarter Private Wealth Services
Massachusetts
$2.17M +$84.5K +136 +4%
PA
2061
Procyon Advisors
Connecticut
$2.16M +$163K +262 +8%
AFA
2062
Amicus Financial Advisors
Texas
$2.15M +$2.13M +3,429 New
GD
2063
Grandfield & Dodd
New York
$2.15M -$92K -148 -4%
PSP
2064
Principal Street Partners
Tennessee
$2.14M +$11.8K +19 +0.6%
IWC
2065
Infinity Wealth Counsel
Ohio
$2.13M
GRWP
2066
Green Ridge Wealth Planning
New Jersey
$2.13M +$2.11M +3,392 New
LWM
2067
LJI Wealth Management
Indiana
$2.13M +$312K +502 +17%
ECA
2068
Elevated Capital Advisors
Utah
$2.13M -$288K -464 -12%
RWA
2069
River Wealth Advisors
Pennsylvania
$2.12M +$176K +283 +9%
TC
2070
TFR Capital
Texas
$2.12M +$28K +45 +1%
HSG
2071
Helen Stephens Group
Texas
$2.12M +$11.8K +19 +0.6%
LS
2072
Leelyn Smith
Illinois
$2.11M +$29.2K +47 +1%
NPT
2073
Nixon Peabody Trust
Massachusetts
$2.11M -$9.94K -16 -0.5%
ST
2074
Spinnaker Trust
Maine
$2.11M +$23.6K +38 +1%
AWM
2075
Alterna Wealth Management
Texas
$2.1M -$15.5K -25 -0.7%