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682 hedge funds and large institutions have $20.7B invested in Nasdaq in 2022 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 219 increasing their positions, 289 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

117% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 41

12% more capital invested

Capital invested by funds: $18.5B → $20.7B (+$2.19B)

6% more funds holding

Funds holding: 643682 (+39)

13% less call options, than puts

Call options by funds: $83.3M | Put options by funds: $95.3M

24% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 289

146.11% less ownership

Funds ownership: 220.16%74.06% (-146%)

Holders
682
Holders Change
+39
Holders Change %
+6.07%
% of All Funds
11.75%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
89
Increased
219
Reduced
289
Closed
41
Calls
$83.3M
Puts
$95.3M
Net Calls
-$12M
Net Calls Change
-$56.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ALWM
451
Andrews Lucia Wealth Management
California
$392K -$38.8K -660 -9%
RIM
452
Redpoint Investment Management
Australia
$389K -$39.4K -669 -9%
KPWS
453
Kestra Private Wealth Services
Texas
$389K +$93.7K +1,593 +30%
GIA
454
Gateway Investment Advisers
Ohio
$386K -$90.5K -1,539 -18%
SC
455
SRB Corp
Massachusetts
$386K +$401K +6,816 New
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$385K +$138K +2,344 +53%
DCM
457
Donaldson Capital Management
Indiana
$384K +$412 +7 +0.1%
PFS
458
Prospera Financial Services
Texas
$384K +$58.5K +994 +17%
FLII
459
First Long Island Investors
New York
$381K
AMC
460
Asset Management Corp
Illinois
$378K +$882 +15 +0.2%
CW
461
CreativeOne Wealth
Kansas
$377K +$26.6K +452 +7%
WWM
462
Western Wealth Management
Colorado
$371K +$385K +6,552 New
CIBC Private Wealth Group
463
CIBC Private Wealth Group
Georgia
$365K -$39.2K -666 -9%
Wolverine Trading
464
Wolverine Trading
Illinois
$357K -$264K -4,493 -42%
BAM
465
Boyar Asset Management
New York
$356K
FDCDDQ
466
Federation des caisses Desjardins du Quebec
Quebec, Canada
$350K -$25.4K -432 -7%
EGM
467
Engineers Gate Manager
New York
$349K -$1.81M -30,722 -83%
IA
468
IFP Advisors
Florida
$348K +$34.8K +592 +20%
JWA
469
JFS Wealth Advisors
Pennsylvania
$346K +$6.12K +104 +2%
DA
470
DCM Advisors
New York
$344K +$357K +6,069 New
SC
471
Savant Capital
Illinois
$342K -$8.18K -139 -2%
PRC
472
Pearl River Capital
Michigan
$335K +$348K +5,917 New
MHR
473
Matthew Hamilton Rosenberg
$333K
CIC
474
Carnegie Investment Counsel
Ohio
$332K -$17.6K -300 -5%
FMLI
475
Fukoku Mutual Life Insurance
Japan
$330K

NDAQ Hedge Fund Activity: Q3 2022 in Review

682 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q3 2022, worth a combined $20.7B — up 12% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new NDAQ positions and 41 closed out — a net gain of 48 holders — while 219 added to existing stakes and 289 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $193M. The largest seller was Citadel Advisors, cutting an estimated $64.5M.

  • 682 institutional investors held Nasdaq (NDAQ) as of Q3 2022, up from 643 in Q2 2022.
  • Funds reported $20.7B of Nasdaq stock for Q3 2022, up 12% quarter-over-quarter.
  • 89 funds opened new Nasdaq positions in Q3 2022 and 41 closed out, a net change of +48 holders.
  • The largest Nasdaq buyer in Q3 2022 was Capital Research Global Investors, an estimated $193M added.
  • The largest Nasdaq seller in Q3 2022 was Citadel Advisors, an estimated $64.5M sold.

Based on aggregated 13F filings for Q3 2022.