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Nasdaq
NDAQ

Overview Fund Activity

1,006 hedge funds and large institutions have $42.7B invested in Nasdaq in 2025 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 412 increasing their positions, 296 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+85
Holders Change %
+9.23%
% of All Funds
13.49%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
167
Increased
412
Reduced
296
Closed
68
Calls
$114M
Puts
$71.2M
Net Calls
+$43.2M
Net Calls Change
+$21.4M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.69B
2
Jane Street
2
Jane Street
New York
$644M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.44B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.99B
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$241M

Top Sellers

1
TB
1
Thoma Bravo
Illinois
$0
2
Capital World Investors
2
Capital World Investors
California
$13.2M
3
Invesco
3
Invesco
Georgia
$403M
4
Bank Julius Baer & Co
4
Bank Julius Baer & Co
Switzerland
$230M
5
Harris Associates
5
Harris Associates
Illinois
$695M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIM
376
NEOS Investment Management
Connecticut
$2.7M +$479K +5,355 +22%
Carson Wealth (CWM LLC)
377
Carson Wealth (CWM LLC)
Nebraska
$2.7M +$1.39M +15,545 +106%
SC
378
Savant Capital
Illinois
$2.69M +$1.03M +11,495 +62%
GWM
379
Greenwich Wealth Management
Connecticut
$2.69M +$16.5K +185 +0.6%
RC
380
RBF Capital
California
$2.68M – – –
SWA
381
Sax Wealth Advisors
New Jersey
$2.68M -$9.84K -110 -0.4%
WIA
382
World Investment Advisors
California
$2.67M -$27.3K -305 -1%
MFAM
383
Motley Fool Asset Management
Virginia
$2.65M +$255K +2,848 +11%
DILIC
384
Dai-ichi Life Insurance Company
Japan
$2.6M +$19.2K +215 +0.7%
CIA
385
Concurrent Investment Advisors
Florida
$2.59M +$963K +10,771 +59%
TYCC
386
Texas Yale Capital Corp
Florida
$2.56M +$80.5K +900 +3%
MSU
387
Mizuho Securities USA
New York
$2.55M -$408K -4,562 -14%
FHA
388
First Horizon Advisors
Tennessee
$2.54M +$189K +2,119 +8%
Federated Hermes
389
Federated Hermes
Pennsylvania
$2.52M +$701K +7,841 +39%
Wealthfront Advisers
390
Wealthfront Advisers
California
$2.5M +$544K +6,081 +28%
SPIA
391
Steward Partners Investment Advisory
New York
$2.49M +$534K +5,970 +27%
FCM
392
FJ Capital Management
Virginia
$2.49M +$2.49M +27,803 New
AIP
393
Ameritas Investment Partners
Nebraska
$2.47M +$29.6K +331 +1%
LNWWM
394
Laird Norton Wetherby Wealth Management
California
$2.44M +$2.44M +27,302 New
PF
395
Phoenix Financial
Israel
$2.43M +$2.43M +27,267 New
KRS
396
Kentucky Retirement Systems
Kentucky
$2.36M -$155K -1,729 -6%
LIM
397
Leavell Investment Management
Alabama
$2.34M +$10.4K +116 +0.4%
VIM
398
Vinva Investment Management
Australia
$2.33M +$2.33M +26,123 New
CAPTRUST Financial Advisors
399
CAPTRUST Financial Advisors
North Carolina
$2.32M +$762K +8,525 +49%
A
400
AlphaQuest
New York
$2.32M +$2.28M +25,466 +5,736%
14 15
16
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