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Nasdaq

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
VI
501
Vestcor Inc
New Brunswick, Canada
$409K -$3.41K -59 -0.9%
CCA
502
Checchi Capital Advisers
California
$402K -$4.34K -75 -1%
WI
503
Wintrust Investments
Illinois
$401K -$10.9K -189 -3%
DCM
504
Delta Capital Management
New Jersey
$398K
AIMCA
505
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$398K -$551K -9,525 -60%
IWP
506
Insight Wealth Partners
Texas
$396K +$150K +2,595 +70%
HPM
507
Hoxton Planning & Management
West Virginia
$393K -$347 -6 -0.1%
CA
508
Cetera Advisors
Colorado
$393K +$110K +1,894 +44%
CAL
509
Capital Analysts LLC
Pennsylvania
$392K +$156K +2,690 +76%
HWM
510
HB Wealth Management
Georgia
$391K +$8.68K +150 +2%
IEFM
511
IQ EQ Fund Management
Ireland
$385K
EF
512
Empowered Funds
Pennsylvania
$385K +$93.1K +1,609 +36%
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$384K -$35K -605 -9%
S
514
SignatureFD
Georgia
$384K -$1.79K -31 -0.5%
CIBC Private Wealth Group
515
CIBC Private Wealth Group
Georgia
$384K -$47.1K -814 -12%
JWA
516
JFS Wealth Advisors
Pennsylvania
$382K -$521 -9 -0.1%
EAM
517
Empirical Asset Management
Massachusetts
$381K +$349K +6,030 New
CCM
518
Coldstream Capital Management
Washington
$377K -$12.6K -217 -4%
AC
519
ASB Consultores
Florida
$375K +$344K +5,939 New
DIA
520
Dana Investment Advisors
Wisconsin
$372K -$12.4K -215 -4%
SWA
521
Stratos Wealth Advisors
Ohio
$369K +$694 +12 +0.2%
DEA
522
DoubleLine ETF Adviser
Florida
$366K +$6.94K +120 +2%
DCM
523
Donaldson Capital Management
Indiana
$366K -$34.5K -596 -9%
FFM
524
Forum Financial Management
Illinois
$365K
MIC
525
Means Investment Company
Maine
$364K

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.