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281 hedge funds and large institutions have $2.88B invested in Cactus in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 113 increasing their positions, 102 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 102

1.09% less ownership

Funds ownership: 107.31%106.21% (-1.1%)

11% less capital invested

Capital invested by funds: $3.21B → $2.88B (-$338M)

12% less funds holding

Funds holding: 318281 (-37)

24% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $2.95M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 64

Holders
281
Holders Change
-37
Holders Change %
-11.64%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
113
Reduced
102
Closed
64
Calls
$2.23M
Puts
$2.95M
Net Calls
-$718K
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
251
Steward Partners Investment Advisory
New York
$2.22K +$1.43K +34 +155%
OP
252
ORG Partners
Indiana
$2.01K +$168 +4 +9%
RIL
253
Rothschild Investment LLC
Illinois
$1.78K -$4.21K -100 -69%
AssetMark Inc
254
AssetMark Inc
California
$1.62K -$925 -22 -35%
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$1.58K
JSAM
256
J. Safra Asset Management
New York
$1.46K -$7.44K -177 -83%
BTI
257
Blue Trust Inc
Georgia
$1.34K -$13.6K -323 -90%
JWM
258
JPL Wealth Management
Colorado
$1.19K +$1.26K +30 New
PFBT
259
Parkside Financial Bank & Trust
Missouri
$1.11K -$2.02K -48 -63%
SWM
260
Spire Wealth Management
Virginia
$1.05K +$42 +1 +4%
FFO
261
Fortitude Family Office
Arizona
$1.03K
HWM
262
Hemington Wealth Management
Virginia
$1K -$1.72K -41 -57%
BIA
263
Bell Investment Advisors
California
$987
PWMG
264
Private Wealth Management Group
New Jersey
$908
KG
265
Kilter Group
New York
$790 +$379 +9 +82%
PTC
266
Private Trust Company
Ohio
$710
MCM
267
MAI Capital Management
Ohio
$553 -$4.04K -96 -87%
JWA
268
JFS Wealth Advisors
Pennsylvania
$356 -$673 -16 -64%
PWMG
269
Prestige Wealth Management Group
New Jersey
$356
EP
270
Essential Partners
California
$316 +$336 +8 New
DPW
271
DiNuzzo Private Wealth
Pennsylvania
$210 -$126 -3 -38%
AWM
272
Abound Wealth Management
Tennessee
$158
SIC
273
SJS Investment Consulting
Ohio
$158
GRP
274
Global Retirement Partners
California
$118
BHWM
275
Bay Harbor Wealth Management
Maryland
$118 +$42 +1 +50%

WHD Hedge Fund Activity: Q3 2025 in Review

281 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Cactus (WHD) for Q3 2025, worth a combined $2.88B — down 11% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of WHD and 32 opened new positions — a net loss of 32 holders — while 102 trimmed existing stakes and 113 added.

The largest buyer was Wellington Management Group, adding an estimated $48M. The largest seller was Neuberger Berman Group, exiting entirely with an estimated $55.9M sold.

  • 281 institutional investors held Cactus (WHD) as of Q3 2025, down from 318 in Q2 2025.
  • Funds reported $2.88B of Cactus stock for Q3 2025, down 11% quarter-over-quarter.
  • 32 funds opened new Cactus positions in Q3 2025 and 64 closed out, a net change of -32 holders.
  • The largest Cactus buyer in Q3 2025 was Wellington Management Group, an estimated $48M added.
  • The largest Cactus seller in Q3 2025 was Neuberger Berman Group, an estimated $55.9M sold.

Based on aggregated 13F filings for Q3 2025.