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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
EFG
501
Everhart Financial Group
Ohio
$274K -$48.2K -820 -15%
FA
502
FDx Advisors
Illinois
$269K +$1.29K +22 +0.5%
VFA
503
Values First Advisors
Tennessee
$269K +$10.5K +179 +4%
CG
504
Caprock Group
Idaho
$269K +$43.9K +747 +19%
FHB
505
First Hawaiian Bank
Hawaii
$266K +$706 +12 +0.3%
PA
506
Parallel Advisors
California
$266K +$23.7K +403 +9%
CC
507
Centiva Capital
New York
$264K -$804K -13,675 -75%
PAG
508
Private Advisor Group
New Jersey
$264K -$336K -5,718 -55%
VF
509
Virtu Financial
New York
$262K -$383K -6,519 -59%
AWS
510
Atria Wealth Solutions
New York
$258K +$268K +4,551 New
BL
511
Balentine LLC
Georgia
$255K +$265K +4,500 New
WPC
512
Wedmont Private Capital
Pennsylvania
$252K +$262K +4,450 New
SWA
513
SFMG Wealth Advisors
Texas
$242K -$353 -6 -0.1%
FF
514
FourThought Financial
Florida
$240K +$91.9K +1,563 +58%
CI
515
Cigna Investments
Connecticut
$239K -$12.5K -213 -5%
BCM
516
Brookstone Capital Management
Illinois
$239K +$244K +4,150 New
IAA
517
Independent Advisor Alliance
North Carolina
$238K -$20.6K -350 -8%
MIG
518
McGuire Investment Group
Rhode Island
$238K
AIP
519
Ameritas Investment Partners
Nebraska
$236K -$18.1K -308 -7%
DT
520
Diversified Trust
Tennessee
$232K -$756K -12,849 -76%
SBIA
521
Sheaff Brock Investment Advisors
Indiana
$230K -$1.76K -30 -0.7%
OWM
522
OneAscent Wealth Management
Alabama
$229K -$92.8K -1,577 -28%
NA
523
Navellier & Associates
Nevada
$228K -$59 -1 -0%
GWM
524
Gitterman Wealth Management
New Jersey
$226K +$234K +3,985 New
TAM
525
Trust Asset Management
Texas
$226K +$234K +3,986 New

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.