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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
CIA
426
Concurrent Investment Advisors
Florida
$741K -$90.4K -1,562 -12%
Capstone Investment Advisors
427
Capstone Investment Advisors
New York
$729K +$442K +7,633 +195%
GT
428
Greenleaf Trust
Michigan
$715K +$10.6K +183 +2%
KRSITF
429
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$709K -$51.7K -893 -7%
BLC
430
Brown, Lisle/Cummings
Rhode Island
$708K +$26K +450 +4%
Carson Wealth (CWM LLC)
431
Carson Wealth (CWM LLC)
Nebraska
$698K -$110K -1,903 -15%
Envestnet Portfolio Solutions
432
Envestnet Portfolio Solutions
Illinois
$698K +$8.79K +152 +1%
IFU
433
iSAM Funds (UK)
United Kingdom
$685K +$628K +10,854 New
HWAM
434
Hennion & Walsh Asset Management
New Jersey
$680K -$20K -346 -3%
TW
435
TritonPoint Wealth
Maryland
$678K +$70.4K +1,216 +10%
PI
436
PGGM Investments
Netherlands
$676K +$92K +1,590 +17%
LCWP
437
Legacy Capital Wealth Partners
Arkansas
$674K +$684K +11,830 New
ATC
438
Argent Trust Co
Tennessee
$669K -$58.7K -1,014 -9%
MAM
439
Morse Asset Management
Connecticut
$668K +$46.3K +800 +8%
IB
440
Intrust Bank
Kansas
$659K -$26.6K -460 -4%
HCA
441
Harbor Capital Advisors
Illinois
$642K +$270K +4,672 +85%
BAM
442
Belpointe Asset Management
Nevada
$636K +$583K +10,077 New
FCA
443
Fortis Capital Advisors
Kansas
$636K +$583K +10,077 New
HI
444
HBK Investments
Texas
$631K +$579K +10,000 New
VSQM
445
V-Square Quantitative Management
Illinois
$625K +$79.1K +1,367 +16%
BP
446
Ballentine Partners
Massachusetts
$622K +$146K +2,517 +34%
TMAM
447
Tokio Marine Asset Management
Japan
$618K +$34.9K +604 +7%
P
448
Pitcairn
Pennsylvania
$612K +$9.43K +163 +2%
CWA
449
Clarus Wealth Advisors
Arizona
$609K +$559K +9,661 New
SAM
450
Sompo Asset Management
Japan
$608K +$557K +9,630 New

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.