1,006 hedge funds and large institutions have $42.7B invested in Nasdaq in 2025 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 412 increasing their positions, 296 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+85
Holders Change %
+9.23%
% of All Funds
13.49%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
167
Increased
412
Reduced
296
Closed
68
Calls
$114M
Puts
$71.2M
Net Calls
+$43.2M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
576
Oppenheimer & Co
New York
$695K -$192K -2,146 -22%
EWA
577
EverSource Wealth Advisors
Alabama
$694K +$232K +2,593 +50%
NP
578
NorthRock Partners
Minnesota
$689K +$195K +2,187 +40%
OIA
579
OneDigital Investment Advisors
Kansas
$681K +$7.24K +81 +1%
GF
580
Gabelli Funds
New York
$676K -$70.6K -790 -9%
GIA
581
Gladstone Institutional Advisory
Florida
$674K +$5.81K +65 +0.9%
TP
582
Tranquility Partners
Tennessee
$669K +$669K +7,482 New
EFG
583
Everhart Financial Group
Ohio
$669K +$62.7K +701 +10%
CCM
584
Coldstream Capital Management
Washington
$655K -$62.6K -700 -9%
CBUSF
585
Construction & Building Unions Superannuation Fund
Australia
$653K +$653K +7,300 New
PWP
586
Private Wealth Partners
California
$650K
VFP
587
Verus Financial Partners
Virginia
$642K -$21.6K -241 -3%
MYIA
588
Mount Yale Investment Advisors
Colorado
$642K +$24K +268 +4%
KPWS
589
Kestra Private Wealth Services
Texas
$636K -$20.1K -225 -3%
EH
590
Equitable Holdings
New York
$633K +$117K +1,309 +23%
IWP
591
Insight Wealth Partners
Texas
$626K
GEA
592
Glen Eagle Advisors
New Jersey
$624K +$8.94K +100 +1%
ATPW
593
Ashton Thomas Private Wealth
Arizona
$622K +$59.5K +665 +11%
EFG
594
Ethos Financial Group
Pennsylvania
$615K +$615K +6,882 New
CCA
595
Checchi Capital Advisers
California
$605K +$3.4K +38 +0.6%
FTWA
596
Fifth Third Wealth Advisors
Ohio
$603K -$13.5K -151 -2%
WEG
597
World Equity Group
Illinois
$600K -$17.9K -200 -3%
GLR
598
Great Lakes Retirement
Ohio
$598K -$12.5K -140 -2%
FFM
599
Forum Financial Management
Illinois
$589K +$69.3K +775 +13%
AIC
600
Argus Investors Counsel
New York
$588K -$42.5K -475 -7%