NDAQ icon

Nasdaq
NDAQ

Overview Fund Activity

749 hedge funds and large institutions have $28.8B invested in Nasdaq in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 319 increasing their positions, 250 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
-9
Holders Change %
-1.19%
% of All Funds
10.89%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
76
Increased
319
Reduced
250
Closed
75
Calls
$55.8M
Puts
$34M
Net Calls
+$21.8M
Net Calls Change
+$14.5M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
$452M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$889M
3
Capital World Investors
Capital World Investors
California
$373M
4
EDRH
Edmond de Rothschild Holding
Switzerland
$56.7M
5
UBS AM
UBS AM
Illinois
$175M

Top Sellers

1
Millennium Management
Millennium Management
New York
$62.6M
2
Citadel Advisors
Citadel Advisors
Florida
$67.3M
3
Man Group
Man Group
United Kingdom
$38.9M
4
Holocene Advisors
Holocene Advisors
New York
$0
5
SC
Samlyn Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
551
Jefferies Financial Group
New York
$285K +$285K +4,728 New
LA
552
Legacy Advisors
Pennsylvania
$282K +$5.24K +87 +2%
FIM
553
Freedom Investment Management
Connecticut
$281K -$30.1K -499 -10%
CCAL
554
City Center Advisors LLC
Michigan
$276K – – –
RPCONE
555
Retirement Planning Company of New England
Rhode Island
$274K -$42.8K -710 -14%
BFG
556
Bleakley Financial Group
New Jersey
$271K -$1.81K -30 -0.7%
KFS
557
Keynote Financial Services
Connecticut
$266K – – –
MML Investors Services
558
MML Investors Services
Massachusetts
$262K -$132K -2,185 -33%
FPAS
559
Focus Partners Advisor Solutions
Missouri
$260K +$260K +4,318 New
MG
560
Mather Group
Illinois
$260K +$25.1K +398 +11%
SF
561
Synovus Financial
Georgia
$259K +$1.15K +19 +0.4%
BCM
562
Brookstone Capital Management
Illinois
$255K +$3.43K +54 +1%
ACM
563
Accent Capital Management
Ohio
$255K – – –
SAG
564
SageView Advisory Group
California
$254K +$254K +4,213 New
MIG
565
McGuire Investment Group
Rhode Island
$253K – – –
ASN
566
Advisory Services Network
Georgia
$251K +$42.5K +706 +20%
CIC
567
Carnegie Investment Counsel
Ohio
$251K – – –
NA
568
Navellier & Associates
Nevada
$250K +$964 +16 +0.4%
MIA
569
MainStreet Investment Advisors
Illinois
$249K -$74.8K -1,241 -23%
KWM
570
Kingsview Wealth Management
Oregon
$247K -$1.92M -31,826 -89%
MAS
571
Meeder Advisory Services
Ohio
$244K +$244K +4,052 New
FCG
572
Fielder Capital Group
Tennessee
$244K -$904 -15 -0.4%
FI
573
FWG Investments
Kentucky
$243K +$4.46K +74 +2%
DWM
574
Dakota Wealth Management
Florida
$242K +$242K +4,017 New
CI
575
Cigna Investments
Connecticut
$242K +$7.86K +130 +3%
21 22
23
24 25