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 %
CCM
476
Coldstream Capital Management
Washington
$360K +$81.5K +1,401 +29%
PGFC
477
Peapack-Gladstone Financial Corp
New Jersey
$358K +$8.6K +148 +2%
S
478
SignatureFD
Georgia
$356K +$43.4K +747 +14%
DIA
479
Dana Investment Advisors
Wisconsin
$355K +$9.83K +169 +3%
IEFM
480
IQ EQ Fund Management
Ireland
$355K
JWA
481
JFS Wealth Advisors
Pennsylvania
$352K -$1.22K -21 -0.3%
HWM
482
HB Wealth Management
Georgia
$351K +$73.7K +1,268 +27%
SCM
483
Stevens Capital Management
Pennsylvania
$343K -$335K -5,751 -49%
SWA
484
Stratos Wealth Advisors
Ohio
$340K +$814 +14 +0.2%
MC
485
Machina Capital
France
$339K -$77K -1,324 -18%
FFM
486
Forum Financial Management
Illinois
$336K
MIC
487
Means Investment Company
Maine
$336K
PAS
488
Park Avenue Securities
New York
$335K +$3.78K +65 +1%
ACM
489
Allred Capital Management
Texas
$334K +$1.16K +20 +0.3%
CG
490
Caprock Group
Idaho
$334K +$334K +5,740 New
Wellington Management Group
491
Wellington Management Group
Massachusetts
$332K -$4M -68,814 -92%
DEA
492
DoubleLine ETF Adviser
Florida
$331K +$27.2K +467 +9%
MIA
493
MainStreet Investment Advisors
Illinois
$330K -$30.3K -522 -8%
VFA
494
Valeo Financial Advisors
Indiana
$330K +$330K +5,668 New
SC
495
Savant Capital
Illinois
$329K -$523 -9 -0.2%
PFS
496
Prospera Financial Services
Texas
$326K -$3.66K -63 -1%
RPCONE
497
Retirement Planning Company of New England
Rhode Island
$320K +$29.2K +503 +10%
HCA
498
Harbor Capital Advisors
Illinois
$320K +$2.5K +43 +0.8%
LA
499
Legacy Advisors
Pennsylvania
$319K +$39.4K +678 +14%
DS
500
DRW Securities
Illinois
$319K +$319K +5,480 New