Voya Financial

VOYA • NYSE

Voya Financial is a financial - conglomerates company in the financial services sector on NYSE, led by Heather Lavallee, with a market cap of $7.0B. As of Q3 2025, 100% of shares are held by 428 institutional investors, with VANGUARD GROUP INC as the largest holder at 11.64%.

CEOHeather Lavallee

Market Cap$7.0B

Financial - Conglomerates

Financial Services

Employees9.0K

Websitevoya.com

Country

United States of America

Overview

Overview of institutional ownership in VOYA as of Q3 2025 with a market cap of $7.2B

All Institutions

Institutions: 428
Value Held: $7.2B
Shares Held: 96.7M
Avg Position: $16.9M
Median Position: $566.4K

Hedge Funds

Hedge Funds: 49
Value Held: $565.2M
Shares Held: 7.6M
Avg Position: $11.5M
Median Position: $1.3M

Ownership Breakdown

Institutional (non-HF)

92.47%

$6.7B

Hedge Funds

7.84%

$565.2M

Retail & Other

Based on market cap of $7.2B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in VOYA as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$839.5M 0.01% of portfolio	11.64% 11.2M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$767.7M 0.01% of portfolio	10.64% 10.3M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$505.2M 0.06% of portfolio	7.00% 6.8M shares	Q4 2013 Held for 11y 11m	$912.31B
Bank of New York Mellon Corp Institution	Robin Vince CEO	$487.5M 0.09% of portfolio	6.76% 6.5M shares	≤ Q2 2013 Held for 12y 5m+	$556.34B
FMR LLC Institution	-	$345.3M 0.02% of portfolio	4.79% 4.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$318.8M 0.06% of portfolio	4.42% 4.3M shares	Q1 2015 Held for 10y 8m	$571.21B
PZENA INVESTMENT MANAGEMENT LLC Long Only Manager	Chenyu Caroline Cai CEO	$272.7M 0.88% of portfolio	3.78% 3.6M shares	≤ Q2 2013 Held for 12y 5m+	$30.9B
Robeco Investment Management, Inc. Long Only Manager	Joseph Francis Feeney CEO	$261.4M 0.27% of portfolio	3.63% 3.5M shares	Q3 2022 Held for 3y 2m	$97.8B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$248.0M 0.01% of portfolio	3.44% 3.3M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$243.8M 0.06% of portfolio	3.38% 3.3M shares	Q4 2013 Held for 11y 11m	$433.11B

Net Capital Flow

Institutional buying and selling activity for VOYA in Q3 2025

Traded: +$140.1M
Buyers: 213
Sellers: 182
Total Bought: +$612.8M
Total Sold: −$472.7M
Avg Position: $15.4M

Biggest Buyers

Institution	Net Bought	Current Position
Bank of New York Mellon Corp Institution	+$73.1M +977.9K shares	$487.5M 6.5M shares
FMR LLC Institution	+$62.3M +832.2K shares	$345.3M 4.6M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$46.7M +624.4K shares	$81.1M 1.1M shares
M MACQUARIE GROUP LTD Institution	+$43.1M +575.7K shares	$51.5M 688.9K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	+$41.4M +553.7K shares	$107.1M 1.4M shares
WEDGE CAPITAL MANAGEMENT L L P/NC Long Only Manager	+$36.7M +490.0K shares	$36.7M 490.0K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$33.2M +444.1K shares	$318.8M 4.3M shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$33.0M +441.3K shares	$505.2M 6.8M shares
A ADAGE CAPITAL PARTNERS GP LLC Institution	+$24.3M +325.0K shares	$24.3M 325.0K shares
BARCLAYS PLC Institution	+$19.7M +262.9K shares	$32.6M 436.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
FRANKLIN RESOURCES INC Institution	−$146.9M −2.0M shares	$52.7M 704.5K shares
HENNESSY ADVISORS INC Institution	−$39.9M −562.0K shares	Sold Off 0 shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$28.0M −375.0K shares	$127.9M 1.7M shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	−$20.9M −280.0K shares	$54.6M 730.2K shares
Woodline Partners LP Hedge Fund•Long/Short	−$20.0M −266.7K shares	$89.2M 1.2M shares
V VIRGINIA RETIREMENT SYSTEMS ET AL Institution	−$17.4M −232.8K shares	$36.8M 492.4K shares
PANAGORA ASSET MANAGEMENT INC Hedge Fund•Quant	−$14.8M −208.1K shares	Sold Off 0 shares
AMERIPRISE FINANCIAL INC Institution	−$11.9M −158.8K shares	$243.8M 3.3M shares
I Impax Asset Management Group plc Long Only Manager	−$11.8M −157.6K shares	$13.6M 182.4K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$10.2M −135.8K shares	$7.1M 95.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited VOYA in Q3 2025

New Positions: 24
New Value: $12.7M
Exited Positions: 41
Exited Value: $107.9M

New Positions

Institution	Position Value
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	$9.5M 126.6K shares
Susquehanna Portfolio Strategies, LLC Private Equity	$758.4K 10.1K shares
T TWIN FOCUS CAPITAL PARTNERS, LLC Family Office	$654.9K 8.8K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$375.5K 5.0K shares
Sequoia Financial Advisors, LLC RIA/Wealth	$275.1K 3.7K shares
Beacon Bridge Wealth Partners, LLC RIA/Wealth	$240.6K 3.2K shares
Merit Financial Group, LLC RIA/Wealth	$226.3K 3.0K shares
Thrive Wealth Management, LLC RIA/Wealth	$209.7K 2.8K shares
Kera Capital Partners, Inc. RIA/Wealth	$207.0K 2.8K shares
Essex Financial Services, Inc. RIA/Wealth	$206.0K 2.8K shares

Exited Positions

Institution	Previous Position
HENNESSY ADVISORS INC Institution	$39.9M 562.0K shares
PANAGORA ASSET MANAGEMENT INC Hedge Fund•Quant	$14.8M 208.1K shares
J Jump Financial, LLC Institution	$7.2M 102.1K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$6.9M 97.3K shares
N NOMURA HOLDINGS INC Institution	$4.9M 69.2K shares
Marshall Wace LLP Institution	$3.8M 53.4K shares
C Cubist Systematic Strategies, LLC Institution	$3.3M 46.1K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$2.8M 38.9K shares
Q Qube Research & Technologies Ltd Institution	$2.6M 36.8K shares
Point72 Europe LLP Digital Asset Manager	$2.6M 36.0K shares

Options Activity

Institutions with the largest Call and Put options positions in VOYA as of Q3 2025

Call Positions: 8
Call Value: $12.8M
Put Positions: 8
Put Value: $18.2M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.9M 521.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.0M 407.0 contracts
BARCLAYS PLC Institution	$2.0M 262.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.5M 198.0 contracts
J JANE STREET GROUP, LLC Institution	$1.1M 149.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$748.0K 100.0 contracts
Walleye Trading LLC RIA/Wealth	$538.6K 72.0 contracts
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC Long Only Manager	$7.5K 1.0 contracts

Put Positions

Institution	Position Value
Interval Partners, LLC Hedge Fund•Long/Short	$6.3M 847.0 contracts
BARCLAYS PLC Institution	$3.9M 525.0 contracts
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	$3.0M 396.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.4M 323.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.1M 143.0 contracts
J JANE STREET GROUP, LLC Institution	$748.0K 100.0 contracts
Walleye Trading LLC RIA/Wealth	$553.5K 74.0 contracts
W WOLVERINE TRADING, LLC Institution	$225.8K 30.0 contracts

Most Committed Institutions

Institutions with VOYA as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
A Algebris Ltd Institution	-	5.25% $42.0M	0.58% 561.6K shares	Q1 2024 Held for 1y 8m	$799.8M
Four Tree Island Advisory LLC RIA/Wealth	Eric James Gregg Owner	1.54% $2.4M	0.03% 32.4K shares	Q4 2024 Held for 11 months	$156.9M
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC Long Only Manager	David Wayne Durham CCO	1.51% $3.4M	0.05% 45.5K shares	Q1 2025 Held for 8 months	$224.8M
Cascade Investment Advisors, Inc. RIA/Wealth	Michelle H Rand CCO	1.20% $2.0M	0.03% 26.6K shares	Q3 2024 Held for 1y 2m	$165.1M
Aristotle Capital Boston, LLC Long Only Manager	David Michael Adams CEO	1.20% $23.4M	0.32% 312.4K shares	Q4 2020 Held for 4y 11m	$2.0B
Davis Capital Management RIA/Wealth	Troy Maynard Davis President	1.03% $1.5M	0.02% 19.8K shares	Q3 2025 Held for 2 months	$144.2M
Leeward Investments, LLC - MA Long Only Manager	R. Todd Vingers President	0.95% $18.7M	0.26% 249.7K shares	Q3 2024 Held for 1y 2m	$2.0B
PZENA INVESTMENT MANAGEMENT LLC Long Only Manager	Chenyu Caroline Cai CEO	0.88% $272.7M	3.78% 3.6M shares	≤ Q2 2013 Held for 12y 5m+	$30.9B
FCA CORP /TX RIA/Wealth	Robert Warner Scharar CEO	0.85% $3.0M	0.04% 40.2K shares	Q2 2016 Held for 9y 5m	$353.4M
Kiker Wealth Management, LLC RIA/Wealth	Lawrence Howard Levy Managing Partner	0.81% $1.6M	0.02% 21.6K shares	Q2 2025 Held for 5 months	$198.0M

Hedge Fund Spotlight

Discover hedge funds investing in VOYA

Engineers Gate Manager LP

Hedge Fund • Quant

Portfolio ManagerRobert Gregory Eisner

Portfolio Value: $8.8B
Positions: 2,112
Last Reported: Q3 2025

Sector Allocation

Position in Voya Financial

Market Value: $2.0M
Shares Held: 27.3K
Portfolio Weight: 0.02%
Owned Since: 2020-Q3

Top Holding	Sector	Market Value	Weight
1 Invesco QQQ Trust QQQ	ETF ETF	$155.2M	1.77%
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$115.3M	1.32%
3 Sabra Healthcare SBRA	REIT - Healthcare Facilities Real Estate	$112.9M	1.29%