718 hedge funds and large institutions have $25.5B invested in Nasdaq in 2023 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 248 increasing their positions, 265 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+25
Holders Change %
+3.61%
% of All Funds
10.52%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
113
Increased
248
Reduced
265
Closed
79
Calls
$63.6M
Puts
$71.4M
Net Calls
-$7.78M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
451
Heritage Wealth Advisors
Virginia
$426K
IRC
452
Investors Research Corp
Georgia
$426K
CAN
453
Cetera Advisor Networks
California
$419K +$19.7K +339 +5%
JAG
454
Journey Advisory Group
Kentucky
$418K +$4.42K +76 +1%
PAG
455
Private Advisor Group
New Jersey
$417K +$156K +2,683 +60%
OC
456
Oppenheimer & Co
New York
$414K +$34.3K +590 +9%
CIBC Private Wealth Group
457
CIBC Private Wealth Group
Georgia
$405K +$26.6K +458 +7%
Fuller & Thaler Asset Management
458
Fuller & Thaler Asset Management
California
$405K +$133K +2,296 +49%
ECM
459
Evergreen Capital Management
Washington
$404K +$74.2K +1,276 +23%
Nomura Holdings
460
Nomura Holdings
Japan
$399K +$135K +2,328 +51%
KeyBank National Association
461
KeyBank National Association
Ohio
$397K +$397K +6,836 New
CPW
462
Crestmont Private Wealth
Texas
$393K -$12.1K -208 -3%
NP
463
Nilsine Partners
Colorado
$390K -$201K -3,452 -34%
MPWT
464
MassMutual Private Wealth & Trust
Connecticut
$389K -$16.1K -277 -4%
BHCM
465
Brevan Howard Capital Management
Jersey
$385K +$64.8K +1,115 +20%
FIM
466
Freedom Investment Management
Connecticut
$381K -$24.4K -420 -6%
WI
467
Wintrust Investments
Illinois
$381K -$97.4K -1,673 -20%
VI
468
Vestcor Inc
New Brunswick, Canada
$380K -$6.33K -109 -2%
GF
469
Gabelli Funds
New York
$378K +$64.1K +1,102 +20%
CCA
470
Checchi Capital Advisers
California
$374K +$9.65K +166 +3%
DCM
471
Donaldson Capital Management
Indiana
$372K -$150K -2,578 -29%
AWM
472
Aviso Wealth Management
Washington
$369K +$369K +6,340 New
NP
473
NorthRock Partners
Minnesota
$367K +$367K +6,316 New
DCM
474
Delta Capital Management
New Jersey
$367K -$2.91K -50 -0.8%
HPM
475
Hoxton Planning & Management
West Virginia
$363K -$24.3K -417 -6%