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Nasdaq
NDAQ

Overview Fund Activity

891 hedge funds and large institutions have $36.9B invested in Nasdaq in 2024 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 281 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
891
Holders Change
+60
Holders Change %
+7.22%
% of All Funds
11.86%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
145
Increased
330
Reduced
281
Closed
68
Calls
$115M
Puts
$151M
Net Calls
-$35.6M
Net Calls Change
-$27.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$128M
2
BlackRock
BlackRock
New York
+$111M
3
Franklin Resources
Franklin Resources
California
+$94.8M
4
Invesco
Invesco
Georgia
+$86.6M
5
American Century Companies
American Century Companies
Missouri
+$69.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$300M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$169M
3
Jane Street
Jane Street
New York
-$134M
4
Two Sigma Investments
Two Sigma Investments
New York
-$100M
5
SCM
Sterling Capital Management
North Carolina
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
501
Harbor Investment Advisory
Maryland
$690K +$178K +2,300 +35%
IFU
502
iSAM Funds (UK)
United Kingdom
$689K +$689K +8,916 New
NGA
503
Naples Global Advisors
Florida
$673K – – –
VI
504
Vestcor Inc
New Brunswick, Canada
$671K -$695 -9 -0.1%
TWP
505
Tyche Wealth Partners
Texas
$669K +$669K +8,652 New
CAM
506
Cypress Asset Management
Texas
$665K -$18.2K -225 -3%
BC
507
Bridgefront Capital
Texas
$661K +$661K +8,552 New
MML Investors Services
508
MML Investors Services
Massachusetts
$659K +$207K +2,682 +46%
CAL
509
Capital Analysts LLC
Pennsylvania
$655K -$2.17K -28 -0.3%
P
510
Pitcairn
Pennsylvania
$654K -$1.08K -14 -0.2%
CPC
511
Consolidated Planning Corp
Georgia
$653K +$653K +8,444 New
SSWM
512
Smith Salley Wealth Management
North Carolina
$647K – – –
ACP
513
Aviance Capital Partners
Florida
$631K -$5.8K -75 -0.9%
CPW
514
Crestmont Private Wealth
Texas
$620K +$14.3K +185 +2%
P
515
&Partners
Tennessee
$616K +$123K +1,568 +25%
CG
516
Caprock Group
Idaho
$615K -$4.18K -54 -0.7%
OTL
517
Oak Thistle LLC
New York
$609K +$203K +2,620 +50%
BMC
518
Beaton Management Company
Massachusetts
$603K – – –
PWP
519
Private Wealth Partners
California
$601K +$101K +1,300 +20%
SAM
520
Sompo Asset Management
Japan
$599K -$27.8K -360 -4%
CCM
521
Coldstream Capital Management
Washington
$594K +$22K +285 +4%
GL
522
Graypoint LLC
New York
$592K -$186K -2,411 -24%
AC
523
ASB Consultores
Florida
$586K -$149K -1,925 -20%
CWM
524
Congress Wealth Management
Massachusetts
$577K +$20.9K +270 +4%
AIC
525
Argus Investors Counsel
New York
$564K -$33.8K -437 -6%
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