Who Owns VOC Energy Trust (VOC)?Hedge Fund & Institutional Holders
Institutional Holders
26
as of Q4 2025
Total Institutional Value
$4.000027000100002e+36T
% of Float Held
—
QoQ Change in Holders
+5 / -4
Price History
VOC — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | New Position | +10K | +$27.0M |
| Financial Gravity Asset Management, Inc. | Increased | +986 | +$1.2M |
| 180 WEALTH ADVISORS, LLC | New Position | +309K | +$834K |
| Meramec Financial Planners, LLC | New Position | +450 | +$1K |
| Janney Montgomery Scott LLC | New Position | +12K | +$0 |
| Concord Wealth Partners | New Position | +2 | +$0 |
| BANK OF AMERICA CORP /DE/ | Increased | +16K | +$-3K |
| NATIONAL BANK OF CANADA /FI/ | Increased | +2K | +$-5K |
| McGowan Group Asset Management, Inc. | Increased | +3K | +$-16K |
| OSAIC HOLDINGS, INC. | Increased | +6K | +$-7.0M |
VOC — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Closed Position | -91K | -$266.4M |
| UBS Group AG | Decreased | -27K | -$85.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -12K | -$35.9M |
| PNC FINANCIAL SERVICES GROUP, INC. | Closed Position | -5K | -$13.6M |
| Larson Financial Group LLC | Closed Position | -1K | -$2.9M |
| MORGAN STANLEY | Decreased | -41K | -$144K |
| SIMPLEX TRADING, LLC | Decreased | -3K | -$0 |
Top Institutional Holders(Q4 2025)
VOC Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 18 | $80.1M | +1 |
| Q3 2025 | 17 | $489.2M | +1 |
| Q2 2025 | 16 | $496.1M | -3 |
| Q1 2025 | 19 | $823.4M | +3 |
| Q4 2024 | 16 | $945.1M | -1 |
| Q3 2024 | 17 | $834.4B | -4 |
| Q2 2024 | 21 | $544.8B | -3 |
| Q1 2024 | 24 | $579.8T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 26 institutional investors hold VOC (VOC Energy Trust). The largest holder is UBS Group AG with $40.0M in shares. This quarter, 5 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own VOC?
As of Q4 2025, 26 institutional investors report holding VOC (VOC Energy Trust) in their 13F filings.
Who is the largest institutional holder of VOC?
The largest institutional holder of VOC is UBS Group AG with $40.0M in shares.
Is institutional ownership of VOC increasing or decreasing?
This quarter, 5 institutions opened new positions in VOC and 4 closed their positions.