NDAQ icon

Nasdaq
NDAQ

Overview Fund Activity

758 hedge funds and large institutions have $30.3B invested in Nasdaq in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 292 increasing their positions, 239 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+40
Holders Change %
+5.57%
% 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
111
Increased
292
Reduced
239
Closed
63
Calls
$46.8M
Puts
$39.6M
Net Calls
+$7.23M
Net Calls Change
+$15M

Top Buyers

1
TB
1
Thoma Bravo
Illinois
$5.4B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$675M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.04B
4
BlackRock
4
BlackRock
New York
$2.1B
5
FCM
5
Farallon Capital Management
California
$532M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$264M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.34B
3
Capital World Investors
3
Capital World Investors
California
$332M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$1.53M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
551
Welch Group
Alabama
$312K – – –
GIA
552
Gateway Investment Advisers
Ohio
$312K +$757 +12 +0.2%
MYAM
553
Meiji Yasuda Asset Management
Japan
$307K +$3.16K +50 +1%
HI
554
Horizon Investments
North Carolina
$298K -$505 -8 -0.2%
OWA
555
Outlook Wealth Advisors
Texas
$298K +$65.4K +1,036 +28%
CM
556
Capula Management
Cayman Islands
$295K +$295K +4,676 New
IWM
557
IHT Wealth Management
Illinois
$291K +$291K +4,616 New
LA
558
Legacy Advisors
Pennsylvania
$290K -$56K -887 -16%
GIA
559
Gladstone Institutional Advisory
Florida
$286K +$48.4K +767 +20%
BFG
560
Bleakley Financial Group
New Jersey
$286K -$5.49K -87 -2%
SC
561
Scotia Capital
Ontario, Canada
$285K +$285K +4,515 New
SW
562
Simplicity Wealth
New Jersey
$285K +$285K +4,509 New
ETC
563
Exchange Traded Concepts
Oklahoma
$284K +$90K +1,427 +46%
KFS
564
Keynote Financial Services
Connecticut
$278K +$278K +4,408 New
CTC
565
Central Trust Company
Missouri
$277K -$2.52K -40 -0.9%
CCAL
566
City Center Advisors LLC
Michigan
$276K +$276K +4,378 New
BAAM
567
Baker Avenue Asset Management
California
$272K +$272K +4,305 New
SF
568
Synovus Financial
Georgia
$270K – – –
ACM
569
Accent Capital Management
Ohio
$267K – – –
MIG
570
McGuire Investment Group
Rhode Island
$265K – – –
FAIM
571
Financial Advocates Investment Management
Washington
$265K +$631 +10 +0.2%
CIC
572
Carnegie Investment Counsel
Ohio
$263K -$7.89K -125 -3%
NA
573
Navellier & Associates
Nevada
$261K +$883 +14 +0.3%
MPM
574
MBB Public Markets
Illinois
$260K +$260K +4,123 New
VA
575
Vident Advisory
Georgia
$260K -$14.2M -224,644 -98%
21 22
23
24 25