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754 hedge funds and large institutions have $28.8B invested in Nasdaq in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 320 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $34M

26% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 253

0% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 76

0.57% less ownership

Funds ownership: 83.48%82.9% (-0.57%)

5% less capital invested

Capital invested by funds: $30.3B → $28.8B (-$1.5B)

1% less funds holding

Funds holding: 763754 (-9)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
754
Holders Change
-9
Holders Change %
-1.18%
% of All Funds
10.89%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
76
Increased
320
Reduced
253
Closed
76
Calls
$55.8M
Puts
$34M
Net Calls
+$21.8M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
451
Spire Wealth Management
Virginia
$562K +$1.03K +17 +0.2%
ACM
452
Advisors Capital Management
New Jersey
$560K +$23.7K +391 +4%
TW
453
TrinityPoint Wealth
Connecticut
$557K +$2.73K +45 +0.5%
FFO
454
Fiduciary Family Office
Florida
$543K -$121 -2 -0%
NGA
455
Naples Global Advisors
Florida
$538K -$4.54K -75 -0.8%
ACP
456
Aviance Capital Partners
Florida
$538K -$14.2K -235 -3%
IMCOOI
457
Investment Management Corp of Ontario (IMCO)
Canada
$538K +$200K +3,300 +59%
CDH
458
Charles D. Hyman
$536K
BAMF
459
BI Asset Management Fondsmaeglerselskab
Denmark
$536K +$133K +2,194 +33%
MCM
460
Manchester Capital Management
Vermont
$535K -$242 -4 -0%
FRA
461
Frank Rimerman Advisors
California
$531K +$534K +8,814 New
Jones Financial Companies
462
Jones Financial Companies
Missouri
$527K +$529K +8,733 +67,177%
VI
463
Vestcor Inc
New Brunswick, Canada
$523K +$133K +2,202 +34%
CAL
464
Capital Analysts LLC
Pennsylvania
$512K +$138K +2,280 +37%
EAM
465
Empirical Asset Management
Massachusetts
$510K +$147K +2,432 +40%
AC
466
ASB Consultores
Florida
$509K +$152K +2,509 +42%
AIC
467
Argus Investors Counsel
New York
$505K -$33.1K -547 -6%
SSWM
468
Smith Salley Wealth Management
North Carolina
$504K -$19.5K -322 -4%
GWM
469
Gitterman Wealth Management
New Jersey
$501K +$503K +8,305 New
HC
470
Hara Capital
Washington
$497K
SW
471
Simplicity Wealth
New Jersey
$479K +$208K +3,434 +76%
AGWCA
472
Annis Gardner Whiting Capital Advisors
Florida
$475K +$397K +6,555 +491%
NA
473
NewEdge Advisors
Louisiana
$475K +$287K +4,734 +151%
KPWS
474
Kestra Private Wealth Services
Texas
$473K -$553K -9,134 -54%
CT
475
Colonial Trust
South Carolina
$473K -$3.45K -57 -0.7%