Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CBOE GLOBAL MKTS INC (CBOE)

898 + Investors. Track Smart Money conviction in CBOE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +46
Streak
11Q ▲
Buyers last Q
54%

Smart Money Signals — CBOE

Based on 873 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added CBOE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
873 hedge funds hold CBOE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+145 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

443 buying378 selling
Last quarter: 443 funds bought or added vs 378 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new CBOE position: 120 → 90 → 104 → 115. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 18% new
531 out of 873 hedge funds have held CBOE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~115 new funds/quarter

95 → 120 → 90 → 104 → 115 new funds/Q
New funds entering each quarter: 120 → 90 → 104 → 115. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 13% 1-2yr ■ 25% new
Of 898 current holders: 560 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
44 of 873 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in CBOE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CBOE

How many hedge funds hold CBOE — quarterly history vs. share price
Quarterly hedge fund ownership of CBOE vs. share price

Market Analysis: CBOE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CBOE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

114 top-rated funds 10 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
6.0
/ 10
conviction
Hedge Fund Positioning: CBOE
2026 Q1 Stats Unlock in 11 days 898 + Investors

Track Smart Money conviction in CBOE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 898 861 4.3%
13F Shares 90M 89M 0.33%
Total Value $22.18B $21.65B 2.43%
New Positions 115 105 +10
Increased Positions 370 367 +3
Closed Positions 73 64 +9
Reduced Positions 345 325 +20
Total Calls 15 22 -31.82%
Total Puts 14 20 -30.0%
PUT/CALL Ratio 0.93 0.91 Neutral

Statistics: CBOE

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

898 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CBOE. Verified SEC 13F-HR filings.

Top 25 institutional holders of CBOE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HARMONY ASSET MANAGEMENT LLC 6.36% 74,070 $20.8M
2 Shelter Rock Management, LLC 5.45% 18,160 $5.1M
3 Eukles Asset Management 3.44% 27,446 $7.7M
4 O'Brien Greene & Co. Inc 3.01% 37,875 $10.6M
5 McGuire Investment Group, LLC 2.91% 91,701 $25.8M
6 RBA Wealth Management, LLC 2.61% 25,821 $7.3M
7 Aull & Monroe Investment Management Corp 2.45% 18,774 $5.3M
8 Delta Accumulation, LLC 2.32% 95,300 $26.8M
9 STRATEGIC PLANNING GROUP, LLC 2.26% 57,618 $16.2M
10 PROMETHIUM ADVISORS,LLC 2.22% 15,265 $4.3M
11 Goodman Advisory Group, LLC 2.19% 30,093 $8.5M
12 Stack Financial Management, Inc 2.12% 102,782 $28.9M
13 Delta Accumulation, LLC 1.84% 75,400 $21.2M
14 Altman Advisors, Inc. 1.80% 15,431 $4.3M
15 SAWGRASS ASSET MANAGEMENT LLC 1.77% 41,731 $11.7M
16 ISTHMUS PARTNERS, LLC 1.65% 56,042 $15.8M
17 Eurizon SLJ Capital Ltd 1.55% 11,568 $3.3M
18 Blue Zone Wealth Advisors, LLC 1.51% 26,319 $7.4M
19 Parrish Capital LLC 1.42% 6,255 $1.6M
20 Titan Investment Management LLC 1.41% 5,693 $1.6M
21 E. Ohman J:or Asset Management AB 1.40% 188,877 $53.1M
22 IRON Financial LLC 1.27% 10,376 $2.9M
23 Element Squared LLC 1.25% 7,871 $2.2M
24 CIDEL ASSET MANAGEMENT INC 1.22% 79,369 $22.3M
25 Embree Financial Group 1.14% 34,330 $9.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CBOE GLOBAL MKTS INC (CBOE)

What does the Smart Money Trend signal show for CBOE?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added CBOE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CBOE?

Slight buying edge — 54% buying: Last quarter: 443 funds bought or added vs 378 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CBOE holders?

Elite ownership — 60% AUM from top-100 funds: 44 of 873 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in CBOE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CBOE?

61% of holders stayed for 2+ years: 531 out of 873 hedge funds have held CBOE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.