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763 hedge funds and large institutions have $30.3B invested in Nasdaq in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 293 increasing their positions, 241 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 64

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

22% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 241

19% more capital invested

Capital invested by funds: $25.6B → $30.3B (+$4.75B)

18% more call options, than puts

Call options by funds: $46.8M | Put options by funds: $39.6M

7.33% more ownership

Funds ownership: 76.14%83.48% (+7.3%)

6% more funds holding

Funds holding: 723763 (+40)

Holders
763
Holders Change
+40
Holders Change %
+5.53%
% of All Funds
10.99%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
112
Increased
293
Reduced
241
Closed
64
Calls
$46.8M
Puts
$39.6M
Net Calls
+$7.23M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
351
Pacer Advisors
Pennsylvania
$1.47M +$32.9K +569 +3%
VIP
352
Vista Investment Partners
Oklahoma
$1.42M -$33.8K -585 -3%
FAB
353
First American Bank
Illinois
$1.42M +$26.5K +458 +2%
SAM
354
Securian Asset Management
Minnesota
$1.41M +$52.5K +908 +4%
JF
355
Jump Financial
Illinois
$1.41M +$1.29M +22,381 New
RWP
356
RWA Wealth Partners
Massachusetts
$1.41M +$122K +2,108 +10%
Credit Agricole
357
Credit Agricole
France
$1.41M +$798K +13,800 +143%
RBFC
358
Roman Butler Fullerton & Co
Missouri
$1.4M -$55.4K -957 -4%
LSERS
359
Louisiana State Employees Retirement System
Louisiana
$1.39M +$86.8K +1,500 +7%
MIF
360
Mediolanum International Funds
Ireland
$1.39M +$1.27M +21,988 New
WCA
361
Westover Capital Advisors
Delaware
$1.38M -$7.81K -135 -0.6%
Vontobel Holding
362
Vontobel Holding
Switzerland
$1.33M -$70.6K -1,220 -5%
SAM
363
Shell Asset Management
Netherlands
$1.3M -$1.02M -17,668 -45%
DT
364
Diversified Trust
Tennessee
$1.25M +$175K +3,030 +18%
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$1.24M -$43.5K -751 -4%
UM
366
UniSuper Management
Australia
$1.24M +$918K +15,862 +425%
HF
367
Halpern Financial
Virginia
$1.22M
MFAM
368
Motley Fool Asset Management
Virginia
$1.19M +$115K +1,981 +12%
MWM
369
Mission Wealth Management
California
$1.19M -$68K -1,176 -6%
TAM
370
Tealwood Asset Management
Minnesota
$1.19M -$17.9K -309 -2%
AWM
371
Avitas Wealth Management
California
$1.19M -$14.6K -252 -1%
Allspring Global Investments
372
Allspring Global Investments
North Carolina
$1.16M +$93.1K +1,610 +10%
CCM
373
Copeland Capital Management
Pennsylvania
$1.16M +$935K +16,157 +715%
FHA
374
Flagship Harbor Advisors
Massachusetts
$1.14M -$3.3K -57 -0.3%
BEI
375
Benjamin Edwards Inc
Missouri
$1.13M +$42.2K +730 +4%

NDAQ Hedge Fund Activity: Q1 2024 in Review

763 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q1 2024, worth a combined $30.3B — up 19% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new NDAQ positions and 64 closed out — a net gain of 48 holders — while 293 added to existing stakes and 241 trimmed.

The largest buyer was Thoma Bravo, adding an estimated $807M. The largest seller was Morgan Stanley, cutting an estimated $312M.

  • 763 institutional investors held Nasdaq (NDAQ) as of Q1 2024, up from 723 in Q4 2023.
  • Funds reported $30.3B of Nasdaq stock for Q1 2024, up 19% quarter-over-quarter.
  • 112 funds opened new Nasdaq positions in Q1 2024 and 64 closed out, a net change of +48 holders.
  • The largest Nasdaq buyer in Q1 2024 was Thoma Bravo, an estimated $807M added.
  • The largest Nasdaq seller in Q1 2024 was Morgan Stanley, an estimated $312M sold.

Based on aggregated 13F filings for Q1 2024.