We are live on ! Find out more

643 hedge funds and large institutions have $18.5B invested in Nasdaq in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 231 increasing their positions, 246 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $117M | Put options by funds: $73.2M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 246

1.24% less ownership

Funds ownership: 221.41%220.16% (-1.2%)

5% less funds holding

Funds holding: 679643 (-36)

14% less capital invested

Capital invested by funds: $21.6B → $18.5B (-$3.11B)

31% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 81

Holders
643
Holders Change
-36
Holders Change %
-5.3%
% of All Funds
10.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
56
Increased
231
Reduced
246
Closed
81
Calls
$117M
Puts
$73.2M
Net Calls
+$44.2M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
576
MV Capital Management
Maryland
$10K -$794 -15 -7%
SFCL
577
Strengthening Families & Communities LLC
Massachusetts
$10K
VCM
578
Vigilant Capital Management
Maine
$10K
BWL
579
Bogart Wealth LLC
Virginia
$10K +$2.22K +42 +28%
Bank of Montreal
580
Bank of Montreal
Ontario, Canada
$9.76K -$14.4M -272,730 -60%
WPA
581
West Paces Advisors
Georgia
$9.15K
VCM
582
Versant Capital Management
Arizona
$9K
EWA
583
EverSource Wealth Advisors
Alabama
$9K +$2.38K +45 +31%
FMP
584
Financial Management Professionals
Texas
$9K +$2.54K +48 +35%
Jones Financial Companies
585
Jones Financial Companies
Missouri
$8K -$6.67K -126 -45%
ATC
586
Adirondack Trust Company
New York
$8K
CAL
587
Capital Analysts LLC
Pennsylvania
$8K
CBT
588
CoreFirst Bank & Trust
Kansas
$8K
FMII
589
Farmers & Merchants Investments Inc
Nebraska
$8K
ZB
590
Zions Bancorporation
Utah
$8K +$4.45K +84 +108%
AF
591
Allworth Financial
California
$8K +$5.08K +96 +160%
SBL
592
Sargent Bickham Lagudis
Colorado
$8K +$7.94K +150 New
AFS
593
Annapolis Financial Services
Maryland
$7K -$10.6K -201 -60%
TSW
594
Thompson Siegel & Walmsley
Virginia
$7K -$953 -18 -12%
IFAM
595
Institutional & Family Asset Management
Colorado
$7K
BIA
596
Bell Investment Advisors
California
$7K +$7.14K +135 New
TWA
597
TCI Wealth Advisors
Arizona
$6K -$159 -3 -2%
EARNEST Partners
598
EARNEST Partners
Georgia
$6K
GIA
599
GHP Investment Advisors
Colorado
$6K
HIA
600
Harbor Investment Advisory
Maryland
$6K

NDAQ Hedge Fund Activity: Q2 2022 in Review

643 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q2 2022, worth a combined $18.5B — down 14% from $21.6B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of NDAQ and 56 opened new positions — a net loss of 25 holders — while 246 trimmed existing stakes and 231 added.

The largest buyer was Capital Research Global Investors, adding an estimated $545M. The largest seller was Capital World Investors, cutting an estimated $430M.

  • 643 institutional investors held Nasdaq (NDAQ) as of Q2 2022, down from 679 in Q1 2022.
  • Funds reported $18.5B of Nasdaq stock for Q2 2022, down 14% quarter-over-quarter.
  • 56 funds opened new Nasdaq positions in Q2 2022 and 81 closed out, a net change of -25 holders.
  • The largest Nasdaq buyer in Q2 2022 was Capital Research Global Investors, an estimated $545M added.
  • The largest Nasdaq seller in Q2 2022 was Capital World Investors, an estimated $430M sold.

Based on aggregated 13F filings for Q2 2022.