Cantor Fitzgerald Reports $1.44 Billion in Managed Assets

Cantor Fitzgerald Investment Advisors discloses latest portfolio with 184 holdings.

January 29, 2025

Asset Management Firm Releases Q4 2024 Portfolio Breakdown

Cantor Fitzgerald Investment Advisors has disclosed its latest asset holdings, reporting approximately $1.44 billion in managed securities for the final quarter of 2024. The firm's recent disclosure with the Securities and Exchange Commission (SEC) includes details on 184 positions held as of December 31, 2024.

The New York-based financial services firm, a subsidiary of Cantor Fitzgerald L.P., remains a significant institutional investor with diverse equity positions. The filing also identifies one additional manager under its umbrella. While Cantor Fitzgerald Investment Advisors serves as the primary reporting entity, Cantor Fitzgerald L.P. is also included as an investment manager with a distinct SEC registration.

Breakdown of Holdings

The latest filing is a mandatory quarterly disclosure required for institutional investors managing at least $100 million in assets. The report showcases Cantor Fitzgerald’s equity exposure, which includes holdings across multiple industries. The aggregate portfolio value represents a combination of publicly traded stocks, exchange-traded funds (ETFs), and other equity securities.

The submission highlights the firm’s investment strategy and allocation trends, offering insight into its market positioning as of the end of 2024. Given Cantor Fitzgerald's reputation for financial services and trading expertise, analysts and investors closely monitor these filings for indications of market sentiment.

Regulatory Compliance and Oversight

Cantor Fitzgerald’s Chief Compliance Officer, Walter Karle, signed the filing on January 28, 2025, attesting to the accuracy and completeness of the disclosure. The filing affirms that the institutional investment manager has complied with SEC reporting obligations.

While the SEC does not verify or confirm the accuracy of individual filings, these disclosures provide a snapshot of institutional trading activity. Such reports are widely analyzed by industry experts, offering market participants insights into investment trends among large financial entities.

Cantor Fitzgerald Investment Advisors’ latest portfolio update reflects its continued presence in the institutional investment space, showcasing a diversified approach across multiple sectors. Future quarterly filings will provide further insights into how the firm adjusts its holdings in response to evolving market conditions.