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Cantor Fitzgerald Investment Advisors L.P.
Cantor Fitzgerald Investment Advisors L.P. is a division of Cantor Fitzgerald, a leading global financial services firm headquartered in New York, NY. Founded in 1945, Cantor Fitzgerald provides asset management, investment banking, and advisory services to institutional and high-net-worth clients. The investment advisor division focuses on portfolio management and advisory across a range of asset classes, serving institutions, pensions, endowments, and wealthy individuals. As of 2025, the firm employs approximately 35 professionals and is known for its expertise and innovation in diversified investment strategies.
Investment Strategy
Cantor Fitzgerald Investment Advisors L.P. employs diversified investment strategies combining active portfolio management, relative value trading, and quantitative analysis across equity, credit, and alternative asset classes. The firm manages portfolios for institutional and high-net-worth clients, seeking capital appreciation and risk-adjusted returns through both discretionary and advisory mandates. The investment approach emphasizes risk management and flexibility, aiming to capture alpha in various market environments through broad sector exposure and sophisticated asset allocation.
Latest 13F Filing Activity
Cantor Fitzgerald Investment Advisors L.P. filed their most recent 13F report on Sep 30, 2025 disclosing 191 equity positions and 1 options positions with a total 13F market value of $1B. The fund increased holdings in Corning Inc., Amcor PLC, Ishares TR among other positions. Cantor Fitzgerald Investment Advisors L.P. reduced exposure to RTX Corporation, Schwab Strategic TR, Nisource Inc. among others.
Top Holdings
Equity Positions (191)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 4.70% | $69.2M | 103,374 | $520.60 | $669.30 | +$6.1M |
V VOO | VANGUARD INDEX FDS | 3.67% | $53.9M | 88,054 | $437.05 | $612.38 | +$1.8M |
I IEI | ISHARES TR | 3.52% | $51.7M | 432,750 | $117.11 | $119.51 | +$1.7M |
Q QQQ | INVESCO QQQ TR | 3.21% | $47.2M | 78,589 | $428.34 | $600.37 | +$2.7M |
V VMBS | VANGUARD SCOTTSDALE FDS | 2.78% | $41.0M | 872,171 | $46.43 | $46.96 | +$1.3M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NUE | NUCOR CORP | — | Call | $810 | 1 | $135.43 | $174.04 | 0 | $0 |
Industry Allocation
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