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Nasdaq

763 hedge funds and large institutions have $30.3B invested in Nasdaq in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 293 increasing their positions, 241 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 64

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

22% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 241

19% more capital invested

Capital invested by funds: $25.6B → $30.3B (+$4.75B)

18% more call options, than puts

Call options by funds: $46.8M | Put options by funds: $39.6M

7.33% more ownership

Funds ownership: 76.14%83.48% (+7.3%)

6% more funds holding

Funds holding: 723763 (+40)

Holders
763
Holders Change
+40
Holders Change %
+5.53%
% 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
112
Increased
293
Reduced
241
Closed
64
Calls
$46.8M
Puts
$39.6M
Net Calls
+$7.23M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
551
Caprock Group
Idaho
$320K -$38.8K -671 -12%
MFA
552
Mayflower Financial Advisors
Massachusetts
$317K +$290K +5,020 New
CAG
553
Crestwood Advisors Group
Massachusetts
$313K +$45.4K +784 +19%
WG
554
Welch Group
Alabama
$312K
GIA
555
Gateway Investment Advisers
Ohio
$312K +$694 +12 +0.2%
MYAM
556
Meiji Yasuda Asset Management
Japan
$307K +$2.89K +50 +1%
HI
557
Horizon Investments
North Carolina
$298K -$463 -8 -0.2%
OWA
558
Outlook Wealth Advisors
Texas
$298K +$59.9K +1,036 +28%
CM
559
Capula Management
Cayman Islands
$295K +$271K +4,676 New
IWM
560
IHT Wealth Management
Illinois
$291K +$267K +4,616 New
LA
561
Legacy Advisors
Pennsylvania
$290K -$51.3K -887 -16%
GIA
562
Gladstone Institutional Advisory
Florida
$286K +$44.4K +767 +20%
BFG
563
Bleakley Financial Group
New Jersey
$286K -$5.03K -87 -2%
SC
564
Scotia Capital
Ontario, Canada
$285K +$261K +4,515 New
SW
565
Simplicity Wealth
New Jersey
$285K +$261K +4,509 New
ETC
566
Exchange Traded Concepts
Oklahoma
$284K +$82.6K +1,427 +46%
KFS
567
Keynote Financial Services
Connecticut
$278K +$255K +4,408 New
CTC
568
Central Trust Company
Missouri
$277K -$2.31K -40 -0.9%
CCAL
569
City Center Advisors LLC
Michigan
$276K +$253K +4,378 New
BAAM
570
Baker Avenue Asset Management
California
$272K +$249K +4,305 New
SF
571
Synovus Financial
Georgia
$270K
ACM
572
Accent Capital Management
Ohio
$267K
MIG
573
McGuire Investment Group
Rhode Island
$265K
FAIM
574
Financial Advocates Investment Management
Washington
$265K +$579 +10 +0.2%
CIC
575
Carnegie Investment Counsel
Ohio
$263K -$7.23K -125 -3%

NDAQ Hedge Fund Activity: Q1 2024 in Review

763 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q1 2024, worth a combined $30.3B — up 19% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new NDAQ positions and 64 closed out — a net gain of 48 holders — while 293 added to existing stakes and 241 trimmed.

The largest buyer was Thoma Bravo, adding an estimated $807M. The largest seller was Morgan Stanley, cutting an estimated $312M.

  • 763 institutional investors held Nasdaq (NDAQ) as of Q1 2024, up from 723 in Q4 2023.
  • Funds reported $30.3B of Nasdaq stock for Q1 2024, up 19% quarter-over-quarter.
  • 112 funds opened new Nasdaq positions in Q1 2024 and 64 closed out, a net change of +48 holders.
  • The largest Nasdaq buyer in Q1 2024 was Thoma Bravo, an estimated $807M added.
  • The largest Nasdaq seller in Q1 2024 was Morgan Stanley, an estimated $312M sold.

Based on aggregated 13F filings for Q1 2024.