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 %
OAM
526
Oppenheimer Asset Management
New York
$253K +$698 +12 +0.3%
CA
527
Cetera Advisors
Colorado
$252K +$5.87K +101 +2%
CIC
528
Carnegie Investment Counsel
Ohio
$250K
EP
529
Edgestream Partners
New Jersey
$250K -$258K -4,443 -51%
SF
530
Synovus Financial
Georgia
$248K
LFAS
531
Level Four Advisory Services
Texas
$248K -$16.4K -282 -6%
BOSSRA
532
B.O.S.S. Retirement Advisors
Utah
$248K -$22.6K -388 -8%
ACM
533
Accent Capital Management
Ohio
$246K +$246K +4,229 New
MIG
534
McGuire Investment Group
Rhode Island
$244K
FAIM
535
Financial Advocates Investment Management
Washington
$243K +$243K +4,186 New
CAG
536
Crestwood Advisors Group
Massachusetts
$242K -$50.6K -871 -17%
NA
537
Navellier & Associates
Nevada
$240K +$240K +4,123 New
MYLI
538
Meiji Yasuda Life Insurance
Japan
$238K -$116K -2,000 -33%
FCG
539
Fielder Capital Group
Tennessee
$235K +$235K +4,037 New
BBP
540
Banco BTG Pactual
Brazil
$233K +$233K +4,000 New
BCM
541
Brookstone Capital Management
Illinois
$233K -$16.7K -287 -7%
CF
542
Centaurus Financial
California
$232K -$583 -10 -0.3%
SW
543
SVB Wealth
Massachusetts
$230K +$230K +3,950 New
Capstone Investment Advisors
544
Capstone Investment Advisors
New York
$228K -$475K -8,162 -68%
SCM
545
Shelton Capital Management
Colorado
$228K -$5.92M -101,733 -96%
TAM
546
Trust Asset Management
Texas
$228K +$228K +3,915 New
MG
547
Mather Group
Illinois
$226K +$226K +3,887 New
ASN
548
Advisory Services Network
Georgia
$223K -$373K -6,409 -63%
GIA
549
Gladstone Institutional Advisory
Florida
$219K +$219K +3,769 New
PA
550
Parallel Advisors
California
$219K +$39.8K +685 +22%