We are live on ! Find out more

1,086 hedge funds and large institutions have $39.7B invested in Nasdaq in 2026 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 396 increasing their positions, 403 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.84% less ownership

Funds ownership: 84.16%82.32% (-1.8%)

15% less capital invested

Capital invested by funds: $46.7B → $39.7B (-$7B)

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
1,086
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$155M
Puts
$64.7M
Net Calls
Net Calls Change

Top Buyers

1 +$281M
2 +$162M
3 +$128M
4
Morgan Stanley
Morgan Stanley
New York
+$88.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$78.5M

Top Sellers

1 -$290M
2 -$250M
3 -$127M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$124M
5
BlackRock
BlackRock
New York
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
KHCM
601
Kirtland Hills Capital Management
Ohio
$638K
TE
602
Tema ETFs
New York
$630K
SCM
603
Sone Capital Management
New York
$630K
FTWA
604
Fifth Third Wealth Advisors
Ohio
$628K
VFP
605
Verus Financial Partners
Virginia
$625K
GIA
606
Gladstone Institutional Advisory
Florida
$624K
CCA
607
Checchi Capital Advisers
California
$619K
IAIM
608
International Assets Investment Management
Florida
$615K
CA
609
Commerzbank Aktiengesellschaft
Germany
$614K
SWA
610
Stratos Wealth Advisors
Ohio
$608K
CIS
611
Custom Index Systems
New York
$606K
PWP
612
Principle Wealth Partners
Connecticut
$602K
VT
613
Vise Technologies
New York
$601K
AWE
614
Avidian Wealth Enterprises
Texas
$601K
ILI
615
Invesco LLC (Illinois)
Illinois
$592K
SAM
616
Sompo Asset Management
Japan
$587K
PFPG
617
Pinnacle Financial Partners (Georgia)
Georgia
$586K
BFS
618
Bradley Foster & Sargent
Connecticut
$584K
MWM
619
Modern Wealth Management
Kansas
$582K
Teacher Retirement System of Texas
620
Teacher Retirement System of Texas
Texas
$580K
AFCM
621
Applied Finance Capital Management
Puerto Rico
$578K
PFG
622
PAX Financial Group
Texas
$574K
PPWP
623
Premier Path Wealth Partners
New Jersey
$571K
KPWS
624
Kestra Private Wealth Services
Texas
$562K
NP
625
NorthRock Partners
Minnesota
$562K