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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
CCM
501
Coldstream Capital Management
Washington
$380K +$20.2K +334 +6%
DEA
502
DoubleLine ETF Adviser
Florida
$379K +$29K +479 +8%
BBP
503
Banco BTG Pactual
Brazil
$377K +$90.9K +1,500 +38%
CIBC Private Wealth Group
504
CIBC Private Wealth Group
Georgia
$377K +$4.6K +76 +1%
Lazard Asset Management
505
Lazard Asset Management
New York
$376K -$5.96M -98,329 -94%
PTC
506
Private Trust Company
Ohio
$376K -$85K -1,403 -18%
HPM
507
Hoxton Planning & Management
West Virginia
$375K -$182 -3 -0%
NWA
508
New World Advisors
Massachusetts
$375K +$144K +2,370 +62%
IEFM
509
IQ EQ Fund Management
Ireland
$368K
JWA
510
JFS Wealth Advisors
Pennsylvania
$364K -$182 -3 -0%
Fuller & Thaler Asset Management
511
Fuller & Thaler Asset Management
California
$359K -$140K -2,312 -28%
SWA
512
Stratos Wealth Advisors
Ohio
$357K +$4.3K +71 +1%
DIA
513
Dana Investment Advisors
Wisconsin
$355K
NP
514
NorthRock Partners
Minnesota
$351K -$45K -743 -11%
GF
515
Gabelli Funds
New York
$350K +$3.03K +50 +0.9%
FFM
516
Forum Financial Management
Illinois
$349K +$969 +16 +0.3%
HWAM
517
Hennion & Walsh Asset Management
New Jersey
$349K -$302K -4,980 -46%
DCM
518
Donaldson Capital Management
Indiana
$349K -$182 -3 -0.1%
ACM
519
Allred Capital Management
Texas
$348K +$1.27K +21 +0.4%
MIC
520
Means Investment Company
Maine
$348K
VFA
521
Valeo Financial Advisors
Indiana
$347K -$2.06K -34 -0.6%
SC
522
Savant Capital
Illinois
$342K -$485 -8 -0.1%
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$340K -$27.1K -448 -7%
QWP
524
Quotient Wealth Partners
Texas
$340K -$370K -6,113 -52%
PGFC
525
Peapack-Gladstone Financial Corp
New Jersey
$336K -$4.06K -67 -1%