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716 hedge funds and large institutions have $22.3B invested in Nasdaq in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 275 increasing their positions, 225 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 56

22% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 225

16% more call options, than puts

Call options by funds: $115M | Put options by funds: $99.3M

8% more capital invested

Capital invested by funds: $20.7B → $22.3B (+$1.64B)

5% more funds holding

Funds holding: 682716 (+34)

0.38% more ownership

Funds ownership: 74.06%74.44% (+0.38%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
716
Holders Change
+34
Holders Change %
+4.99%
% of All Funds
11.51%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
103
Increased
275
Reduced
225
Closed
56
Calls
$115M
Puts
$99.3M
Net Calls
+$16.1M
Net Calls Change
+$28.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
576
Colonial Trust
South Carolina
$141K +$143K +2,301 New
CA
577
Clearstead Advisors
Ohio
$139K
SIM
578
Sentry Investment Management
Wisconsin
$136K
T
579
TOBAM
France
$134K +$34.9K +560 +34%
ZIG
580
Zullo Investment Group
Pennsylvania
$125K +$1.56K +25 +1%
HFM
581
Harvest Fund Management
China
$123K
QC
582
Quent Capital
New York
$116K +$16.1K +259 +16%
WWM
583
Wolff Wiese Magana
California
$107K
CMBA
584
C.M. Bidwell & Associates
Hawaii
$103K
LWP
585
Lumature Wealth Partners
Georgia
$96.6K -$7.1K -114 -7%
AIM
586
Anchor Investment Management
South Carolina
$92K
SC
587
SouthState Corp
Florida
$92K
BTI
588
Blue Trust Inc
Georgia
$88K +$73.4K +1,179 +305%
BAM
589
Belpointe Asset Management
Nevada
$85.9K +$87.2K +1,400 New
MTIC
590
Missouri Trust & Investment Company
Missouri
$81K
AA
591
Alta Advisers
United Kingdom
$74K
CLOS
592
Compagnie Lombard Odier SCmA
Switzerland
$63K +$64.5K +1,035 New
USCWA
593
U.S. Capital Wealth Advisors
Texas
$61.4K +$62.3K +1,000 New
CT
594
Caldwell Trust
Florida
$60.4K
AF
595
Advisornet Financial
Minnesota
$58.7K -$9.22K -148 -13%
HCM
596
Hollencrest Capital Management
California
$56.8K +$57.7K +926 New
LSA
597
Leonteq Securities AG
Switzerland
$54.8K +$55.1K +885 +9,833%
TAM
598
Tucker Asset Management
Colorado
$53.6K
PFBT
599
Parkside Financial Bank & Trust
Missouri
$53.4K +$4.55K +73 +9%
CSPIA
600
Cary Street Partners Investment Advisory
Virginia
$51.3K +$52.1K +837 New

NDAQ Hedge Fund Activity: Q4 2022 in Review

716 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q4 2022, worth a combined $22.3B — up 7.9% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new NDAQ positions and 56 closed out — a net gain of 47 holders — while 275 added to existing stakes and 225 trimmed.

The largest buyer was Vanguard Group, adding an estimated $247M. The largest seller was Massachusetts Financial Services, cutting an estimated $159M.

  • 716 institutional investors held Nasdaq (NDAQ) as of Q4 2022, up from 682 in Q3 2022.
  • Funds reported $22.3B of Nasdaq stock for Q4 2022, up 7.9% quarter-over-quarter.
  • 103 funds opened new Nasdaq positions in Q4 2022 and 56 closed out, a net change of +47 holders.
  • The largest Nasdaq buyer in Q4 2022 was Vanguard Group, an estimated $247M added.
  • The largest Nasdaq seller in Q4 2022 was Massachusetts Financial Services, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2022.