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754 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, 320 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $34M

26% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 253

0% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 76

0.57% less ownership

Funds ownership: 83.48%82.9% (-0.57%)

5% less capital invested

Capital invested by funds: $30.3B → $28.8B (-$1.5B)

1% less funds holding

Funds holding: 763754 (-9)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
754
Holders Change
-9
Holders Change %
-1.18%
% 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
320
Reduced
253
Closed
76
Calls
$55.8M
Puts
$34M
Net Calls
+$21.8M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
551
IHT Wealth Management
Illinois
$294K +$16.2K +267 +6%
BRWA
552
B. Riley Wealth Advisors
Florida
$291K +$292K +4,827 New
SAI
553
Savvy Advisors Inc
New York
$287K +$288K +4,762 New
JFG
554
Jefferies Financial Group
New York
$285K +$286K +4,728 New
LA
555
Legacy Advisors
Pennsylvania
$282K +$5.27K +87 +2%
FIM
556
Freedom Investment Management
Connecticut
$281K -$30.2K -499 -10%
CCAL
557
City Center Advisors LLC
Michigan
$276K
RPCONE
558
Retirement Planning Company of New England
Rhode Island
$274K -$43K -710 -14%
BFG
559
Bleakley Financial Group
New Jersey
$271K -$1.82K -30 -0.7%
KFS
560
Keynote Financial Services
Connecticut
$266K
MML Investors Services
561
MML Investors Services
Massachusetts
$262K -$132K -2,185 -33%
FPAS
562
Focus Partners Advisor Solutions
Missouri
$260K +$262K +4,318 New
MG
563
Mather Group
Illinois
$260K +$24.1K +398 +11%
SF
564
Synovus Financial
Georgia
$259K +$1.15K +19 +0.4%
BCM
565
Brookstone Capital Management
Illinois
$255K +$3.27K +54 +1%
ACM
566
Accent Capital Management
Ohio
$255K
SAG
567
SageView Advisory Group
California
$254K +$255K +4,213 New
MIG
568
McGuire Investment Group
Rhode Island
$253K
ASN
569
Advisory Services Network
Georgia
$251K +$42.8K +706 +20%
CIC
570
Carnegie Investment Counsel
Ohio
$251K
NA
571
Navellier & Associates
Nevada
$250K +$969 +16 +0.4%
MIA
572
MainStreet Investment Advisors
Illinois
$249K -$75.2K -1,241 -23%
KWM
573
Kingsview Wealth Management
Oregon
$247K -$1.93M -31,826 -89%
MAS
574
Meeder Advisory Services
Ohio
$244K +$245K +4,052 New
FCG
575
Fielder Capital Group
Tennessee
$244K -$909 -15 -0.4%