Clear Secure
388 hedge funds and large institutions have $3.32B invested in Clear Secure in 2025 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 148 increasing their positions, 121 reducing their positions, and 46 closing their positions.
84% more call options, than puts
Call options by funds: $92M | Put options by funds: $50M
63% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 46
22% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 121
6% more funds holding
Funds holding: 365 → 388 (+23)
2% more capital invested
Capital invested by funds: $3.25B → $3.32B (+$69.2M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5.01% less ownership
Funds ownership: 102.25% → 97.24% (-5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$22.9M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$21.6M |
| 3 |
Squarepoint
New York
|
+$20.9M |
| 4 |
BlackRock
New York
|
+$15.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$98.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$31.1M |
| 3 |
BCM
Bond Capital Management
San Francisco,
California
|
-$27.8M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$21.6M |
| 5 |
Lazard Asset Management
New York
|
-$16.4M |
YOU Hedge Fund Activity: Q4 2025 in Review
388 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Clear Secure (YOU) for Q4 2025, worth a combined $3.32B — up 2.1% from $3.25B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new YOU positions and 46 closed out — a net gain of 29 holders — while 148 added to existing stakes and 121 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $22.9M. The largest seller was Durable Capital Partners, cutting an estimated $98.9M.
- 388 institutional investors held Clear Secure (YOU) as of Q4 2025, up from 365 in Q3 2025.
- Funds reported $3.32B of Clear Secure stock for Q4 2025, up 2.1% quarter-over-quarter.
- 75 funds opened new Clear Secure positions in Q4 2025 and 46 closed out, a net change of +29 holders.
- The largest Clear Secure buyer in Q4 2025 was Goldman Sachs, an estimated $22.9M added.
- The largest Clear Secure seller in Q4 2025 was Durable Capital Partners, an estimated $98.9M sold.
Based on aggregated 13F filings for Q4 2025.