Kovitz Investment Group Partners, LLC Options Holdings

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$456 Million
738K
Q4 2024
Reduced -0.0%
AAPL
Apple Inc.

Technology
PUT
$9.15 Million
44.6K
Q4 2024
Reduced 0.28%
AMGN
Amgen Inc

Healthcare
PUT
$3.8 Million
13.6K
Q4 2024
New holding
META
Meta Platforms, Inc.

Communication Services
PUT
$1.96 Million
2.65K
Q2 2025
New holding
NVDA
Nvidia Corp

Technology
PUT
$1.58 Million
10K
Q4 2024
Added 62.52%
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$1.56 Million
2.52K
Q4 2024
Reduced -0.0%
AMZN
Amazon Com Inc

Consumer Cyclical
PUT
$2.28 Million
10.4K
Q2 2025
Added 1.75%
NRZ
New Residential Investment Corp.

Real Estate
PUT
$638,000
88K
Q4 2024
Added 22.73%

Summary

  • Portfolio
  • No. of Stocks 1,354
  • Current Value $21.5 Billion
  • Prior Value $18.2 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 170 stocks
  • Additional Purchases 669 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 459 stocks
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