We are live on ! Find out more
VOYA icon

Voya Financial
VOYA

403 hedge funds and large institutions have $6.77B invested in Voya Financial in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 132 increasing their positions, 150 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $9.06M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

31% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 45

2% more funds holding

Funds holding: 394 → 403 (+9)

2.36% less ownership

Funds ownership: 96.84% → 94.48% (-2.4%)

7% less capital invested

Capital invested by funds: $7.27B → $6.77B (-$502M)

12% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 150

Holders
403
Holders Change
+9
Holders Change %
+2.28%
% of All Funds
5.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
59
Increased
132
Reduced
150
Closed
45
Calls
$13.8M
Puts
$9.06M
Net Calls
+$4.75M
Net Calls Change
-$494K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$34.5M
2
Boston Partners
Boston Partners
Massachusetts
+$29.3M
3
GC
Gillson Capital
Illinois
+$20.2M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$17.9M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$15.5M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$77.2M
2
Ameriprise
Ameriprise
Minnesota
-$54M
3
BlackRock
BlackRock
New York
-$45.2M
4
ERSOT
Employees Retirement System of Texas
Texas
-$44.6M
5
Fidelity International
Fidelity International
Bermuda
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
376
Farmers & Merchants Investments Inc
Nebraska
$3.2K – – –
Fuller & Thaler Asset Management
377
Fuller & Thaler Asset Management
California
$2.99K – – –
RTL
378
Red Tortoise LLC
Georgia
$2.92K – – –
SIC
379
SJS Investment Consulting
Ohio
$2.71K – – –
GRP
380
Global Retirement Partners
California
$2.57K – – –
ME
381
McIlrath & Eck
Washington
$2.13K – – –
WT
382
Washington Trust
Rhode Island
$2.13K +$2.16K +30 New
PWA
383
Provenance Wealth Advisors
Florida
$1.85K – – –
PWMG
384
Prestige Wealth Management Group
New Jersey
$1.71K – – –
CSC
385
Caldwell Sutter Capital
California
$1.64K – – –
BTI
386
Blue Trust Inc
Georgia
$1.63K +$1.58K +22 New
DPW
387
DiNuzzo Private Wealth
Pennsylvania
$1.57K +$216 +3 +16%
JFGIW
388
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.57K +$1.58K +22 New
IRC
389
Investors Research Corp
Georgia
$1.49K – – –
DF
390
Dunhill Financial
United Kingdom
$1.42K – – –
HI
391
Hoey Investments
Pennsylvania
$1.42K – – –
IC
392
Innealta Capital
Texas
$1.42K +$1.44K +20 New
CFB
393
Cullen/Frost Bankers
Texas
$1.14K +$1.15K +16 New
FMP
394
Financial Management Professionals
Texas
$1K – – –
HNB
395
Huntington National Bank
Ohio
$996 -$3.89K -54 -79%
CWM
396
Cedar Wealth Management
California
$996 – – –
PWMG
397
Private Wealth Management Group
New Jersey
$854 – – –
OWA
398
Opal Wealth Advisors
New York
$712 -$432 -6 -38%
BGAI
399
Bruce G. Allen Investments
Colorado
$640 – – –
VWA
400
Valued Wealth Advisors
Utah
$427 – – –
14 15
16
17 18

VOYA Hedge Fund Activity: Q2 2024 in Review

403 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Voya Financial (VOYA) for Q2 2024, worth a combined $6.77B — down 6.9% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VOYA positions and 45 closed out — a net gain of 14 holders — while 132 added to existing stakes and 150 trimmed.

The largest buyer was Vanguard Group, adding an estimated $34.5M. The largest seller was JP Morgan Chase, cutting an estimated $77.2M.

  • 403 institutional investors held Voya Financial (VOYA) as of Q2 2024, up from 394 in Q1 2024.
  • Funds reported $6.77B of Voya Financial stock for Q2 2024, down 6.9% quarter-over-quarter.
  • 59 funds opened new Voya Financial positions in Q2 2024 and 45 closed out, a net change of +14 holders.
  • The largest Voya Financial buyer in Q2 2024 was Vanguard Group, an estimated $34.5M added.
  • The largest Voya Financial seller in Q2 2024 was JP Morgan Chase, an estimated $77.2M sold.

Based on aggregated 13F filings for Q2 2024.