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Cactus
WHD

Overview Fund Activity

317 hedge funds and large institutions have $3.21B invested in Cactus in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 130 increasing their positions, 107 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+5
Holders Change %
+1.6%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
55
Increased
130
Reduced
107
Closed
45
Calls
$542K
Puts
$4.13M
Net Calls
-$3.59M
Net Calls Change
-$1.42M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$410M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$30.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$94.6M
4
Ameriprise
Ameriprise
Minnesota
$30.3M
5
Citadel Advisors
Citadel Advisors
Florida
$25M

Top Sellers

1
ECA
Encompass Capital Advisors
New York
$0
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$53.6K
3
Invesco
Invesco
Georgia
$13.7M
4
BTW
Boston Trust Walden
Massachusetts
$54M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
KG
301
Kilter Group
New York
$481 +$481 +11 New
NC
302
NewSquare Capital
Pennsylvania
$437 +$437 +10 New
PWMG
303
Prestige Wealth Management Group
New Jersey
$394 +$394 +9 New
DPW
304
DiNuzzo Private Wealth
Pennsylvania
$350 -$219 -5 -38%
GC
305
Garde Capital
Washington
$219 – – –
RWM
306
Rialto Wealth Management
New York
$175 -$306 -7 -64%
SIC
307
SJS Investment Consulting
Ohio
$175 -$219 -5 -56%
AWM
308
Abound Wealth Management
Tennessee
$175 – – –
PWM
309
Parkworth Wealth Management
California
$131 – – –
HIA
310
HFM Investment Advisors
New Jersey
$131 +$87 +2 +200%
GRP
311
Global Retirement Partners
California
$131 +$131 +3 New
DF
312
DecisionPoint Financial
Arizona
$91 +$91 +2 New
BHWM
313
Bay Harbor Wealth Management
Maryland
$87 -$44 -1 -33%
SC
314
Stephens Consulting
Michigan
$44 -$836 -19 -95%
TWD
315
True Wealth Design
Ohio
$44 – – –
SS
316
SBI Securities
Japan
$44 – – –
AGWCA
317
Annis Gardner Whiting Capital Advisors
Florida
$44 +$44 +1 New
ECA
318
Encompass Capital Advisors
New York
– -$27.5M -599,095 Closed
Federated Hermes
319
Federated Hermes
Pennsylvania
– -$11.8M -257,200 Closed
CVA
320
Ceredex Value Advisors
Florida
– -$8.5M -185,369 Closed
SBH
321
Segall Bryant & Hamill
Illinois
– -$8.1M -176,691 Closed
BA
322
Bridgewater Associates
Connecticut
– -$7.72M -168,406 Closed
CRM
323
Cramer Rosenthal McGlynn
Connecticut
– -$7.02M -153,206 Closed
EMFAT
324
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$5.7M -124,407 Closed
TI
325
Trexquant Investment
Connecticut
– -$3.74M -81,600 Closed
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