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Nasdaq
NDAQ

Overview Fund Activity

891 hedge funds and large institutions have $36.9B invested in Nasdaq in 2024 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 281 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
891
Holders Change
+60
Holders Change %
+7.22%
% of All Funds
11.86%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
145
Increased
330
Reduced
281
Closed
68
Calls
$115M
Puts
$151M
Net Calls
-$35.6M
Net Calls Change
-$27.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$128M
2
BlackRock
BlackRock
New York
+$111M
3
Franklin Resources
Franklin Resources
California
+$94.8M
4
Invesco
Invesco
Georgia
+$86.6M
5
American Century Companies
American Century Companies
Missouri
+$69.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$300M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$169M
3
Jane Street
Jane Street
New York
-$134M
4
Two Sigma Investments
Two Sigma Investments
New York
-$100M
5
SCM
Sterling Capital Management
North Carolina
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPM
551
Hoxton Planning & Management
West Virginia
$482K +$155 +2 +0%
SWA
552
Stratos Wealth Advisors
Ohio
$478K +$18.9K +245 +4%
WWM
553
Whalen Wealth Management
Nevada
$474K +$474K +6,127 New
PTC
554
Private Trust Company
Ohio
$472K -$1.08K -14 -0.2%
MSA
555
MUFG Securities Americas
New York
$472K +$472K +6,110 New
CPCPP
556
Canada Post Corporation Pension Plan
Canada
$470K +$470K +6,077 New
PA
557
Profund Advisors
Maryland
$467K -$60.5K -782 -11%
JWA
558
JFS Wealth Advisors
Pennsylvania
$467K – – –
AF
559
Aviso Financial
Ontario, Canada
$466K +$3.32K +43 +0.7%
AWS
560
Atria Wealth Solutions
New York
$466K +$227K +2,936 +95%
CF
561
Centaurus Financial
California
$466K +$193K +2,500 +71%
Nomura Holdings
562
Nomura Holdings
Japan
$465K +$465K +6,021 New
FIM
563
Freedom Investment Management
Connecticut
$459K +$123K +1,596 +37%
JAG
564
Journey Advisory Group
Kentucky
$453K – – –
VFA
565
Valeo Financial Advisors
Indiana
$453K +$309 +4 +0.1%
ACM
566
Allred Capital Management
Texas
$449K +$1.24K +16 +0.3%
FFM
567
Forum Financial Management
Illinois
$449K +$696 +9 +0.2%
NP
568
NorthRock Partners
Minnesota
$448K -$54.2K -701 -11%
MIC
569
Means Investment Company
Maine
$446K – – –
QWP
570
Quotient Wealth Partners
Texas
$440K -$19K -246 -4%
HI
571
Horizon Investments
North Carolina
$438K +$3.71K +48 +0.9%
CC
572
Centiva Capital
New York
$436K +$436K +5,644 New
TC
573
TwinBeech Capital
New York
$435K -$54.8M -709,355 -99%
BBP
574
Banco BTG Pactual
Brazil
$426K – – –
ANBT
575
American National Bank & Trust
Texas
$419K -$62.5K -809 -13%
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