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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
TC
451
TownSquare Capital
Utah
$605K -$25.2K -436 -4%
PAM
452
Panagora Asset Management
Massachusetts
$602K -$11.1M -192,097 -95%
DFCM
453
Dark Forest Capital Management
Puerto Rico
$599K +$549K +9,490 New
XT
454
XTX Topco
Cayman Islands
$598K +$549K +9,481 New
DWT
455
Dorsey & Whitney Trust
South Dakota
$595K +$28.5K +492 +6%
SWM
456
Spire Wealth Management
Virginia
$588K +$93.3K +1,613 +21%
GI
457
GAMMA Investing
California
$586K +$53.5K +925 +11%
FCA
458
FinTrust Capital Advisors
South Carolina
$586K +$106K +1,835 +25%
KeyBank National Association
459
KeyBank National Association
Ohio
$585K +$141K +2,434 +36%
FT
460
Fiduciary Trust
Massachusetts
$583K
TW
461
TrinityPoint Wealth
Connecticut
$580K -$2.72K -47 -0.5%
WCM
462
Whitener Capital Management
North Carolina
$579K +$65.4K +1,130 +14%
ACP
463
Aviance Capital Partners
Florida
$579K -$11K -190 -2%
AI
464
Atom Investors
Texas
$577K -$768K -13,280 -59%
FFO
465
Fiduciary Family Office
Florida
$569K +$22.9K +395 +5%
NGA
466
Naples Global Advisors
Florida
$569K +$29.2K +505 +6%
AIC
467
Argus Investors Counsel
New York
$563K -$6.08K -105 -1%
ACM
468
Advisors Capital Management
New Jersey
$562K -$50.1K -866 -9%
CDH
469
Charles D. Hyman
$561K
MCM
470
Manchester Capital Management
Vermont
$561K +$1.33K +23 +0.3%
GAM
471
Gotham Asset Management
New York
$560K -$5.99M -103,470 -92%
Teacher Retirement System of Texas
472
Teacher Retirement System of Texas
Texas
$555K -$1.41M -24,378 -73%
SSWM
473
Smith Salley Wealth Management
North Carolina
$548K -$24.1K -417 -5%
FTDI
474
First Trust Direct Indexing
Massachusetts
$548K +$36.9K +637 +8%
EGM
475
Engineers Gate Manager
New York
$546K -$979K -16,928 -66%

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.