1,006 hedge funds and large institutions have $42.7B invested in Nasdaq in 2025 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 412 increasing their positions, 296 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+86
Holders Change %
+9.35%
% of All Funds
13.49%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
167
Increased
412
Reduced
296
Closed
67
Calls
$114M
Puts
$71.2M
Net Calls
+$43.2M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
551
Manchester Capital Management
Vermont
$802K
LFA
552
Legacy Financial Advisors
Kentucky
$797K +$797K +8,917 New
BLC
553
Brown, Lisle/Cummings
Rhode Island
$791K -$6.71K -75 -0.8%
VI
554
Vestcor Inc
New Brunswick, Canada
$784K -$4.65K -52 -0.6%
NGA
555
Naples Global Advisors
Florida
$781K +$35.8K +400 +5%
IAIM
556
International Assets Investment Management
Florida
$779K +$28.8K +322 +4%
SLG
557
Stanley-Laman Group
Pennsylvania
$778K +$20.4K +228 +3%
FPAS
558
Focus Partners Advisor Solutions
Missouri
$773K +$261K +2,923 +51%
GWMR
559
GC Wealth Management RIA
Massachusetts
$768K +$768K +8,590 New
CAL
560
Capital Analysts LLC
Pennsylvania
$765K
FRA
561
Frank Rimerman Advisors
California
$753K -$39.6K -443 -5%
HWM
562
HB Wealth Management
Georgia
$746K -$175K -1,954 -19%
HC
563
Hara Capital
Washington
$738K
CIBC Private Wealth Group
564
CIBC Private Wealth Group
Georgia
$737K +$86.5K +967 +13%
MFG
565
Merit Financial Group
Georgia
$735K +$409K +4,577 +126%
ACP
566
Aviance Capital Partners
Florida
$730K
S
567
SignatureFD
Georgia
$726K +$108K +1,206 +17%
SA
568
SRN Advisors
Pennsylvania
$719K -$105K -1,178 -13%
HFM
569
Hartford Funds Management
Pennsylvania
$712K +$11.2K +125 +2%
BFS
570
Bradley Foster & Sargent
Connecticut
$711K -$36K -403 -5%
SSWM
571
Smith Salley Wealth Management
North Carolina
$710K +$3.58K +40 +0.5%
CAM
572
Cypress Asset Management
Texas
$708K
CW
573
CreativeOne Wealth
Kansas
$708K +$708K +7,917 New
OIS
574
OneAscent Investment Solutions
Alabama
$697K -$5.45K -61 -0.8%
BMC
575
Beaton Management Company
Massachusetts
$697K