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763 hedge funds and large institutions have $30.3B invested in Nasdaq in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 293 increasing their positions, 241 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 64

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

22% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 241

19% more capital invested

Capital invested by funds: $25.6B → $30.3B (+$4.75B)

18% more call options, than puts

Call options by funds: $46.8M | Put options by funds: $39.6M

7.33% more ownership

Funds ownership: 76.14%83.48% (+7.3%)

6% more funds holding

Funds holding: 723763 (+40)

Holders
763
Holders Change
+40
Holders Change %
+5.53%
% of All Funds
10.99%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
112
Increased
293
Reduced
241
Closed
64
Calls
$46.8M
Puts
$39.6M
Net Calls
+$7.23M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
601
Cooper Financial Group
California
$223K
CAM
602
Cubic Asset Management
Massachusetts
$222K
SA
603
SpiderRock Advisors
Delaware
$221K +$212K +3,669 New
CSI
604
Cross Staff Investments
New York
$221K
AFG
605
Allegheny Financial Group
Pennsylvania
$220K +$202K +3,483 New
ASN
606
Advisory Services Network
Georgia
$219K -$21.4K -370 -10%
BBHC
607
Brown Brothers Harriman & Co
New York
$217K
MG
608
Mather Group
Illinois
$217K -$9.37K -162 -4%
CCIA
609
Cherry Creek Investment Advisors
Colorado
$215K +$198K +3,414 New
LNB
610
Ledyard National Bank
$208K +$191K +3,300 New
NC
611
nVerses Capital
Florida
$208K +$191K +3,300 New
CWA
612
CM Wealth Advisors
Ohio
$206K +$196K +3,387 New
OIA
613
OneDigital Investment Advisors
Kansas
$206K +$189K +3,267 New
SC
614
Syon Capital
California
$205K +$188K +3,244 New
AAM
615
Advisors Asset Management
Colorado
$205K -$254K -4,389 -58%
DWA
616
Delap Wealth Advisory
Oregon
$203K +$186K +3,215 New
HI
617
Harbour Investments
Wisconsin
$203K +$155K +2,682 +503%
BPA
618
Beacon Pointe Advisors
California
$201K +$184K +3,188 New
NA
619
NewEdge Advisors
Louisiana
$198K +$132K +2,275 +262%
CSC
620
Caldwell Sutter Capital
California
$189K
TCOV
621
Trust Company of Vermont
Vermont
$186K +$171K +2,947 New
CLOS
622
Compagnie Lombard Odier SCmA
Switzerland
$175K
QCG
623
Quadrant Capital Group
Ohio
$174K -$5.55K -96 -3%
WBC
624
Westpac Banking Corp
Australia
$150K
QC
625
Quent Capital
New York
$119K

NDAQ Hedge Fund Activity: Q1 2024 in Review

763 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q1 2024, worth a combined $30.3B — up 19% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new NDAQ positions and 64 closed out — a net gain of 48 holders — while 293 added to existing stakes and 241 trimmed.

The largest buyer was Thoma Bravo, adding an estimated $807M. The largest seller was Morgan Stanley, cutting an estimated $312M.

  • 763 institutional investors held Nasdaq (NDAQ) as of Q1 2024, up from 723 in Q4 2023.
  • Funds reported $30.3B of Nasdaq stock for Q1 2024, up 19% quarter-over-quarter.
  • 112 funds opened new Nasdaq positions in Q1 2024 and 64 closed out, a net change of +48 holders.
  • The largest Nasdaq buyer in Q1 2024 was Thoma Bravo, an estimated $807M added.
  • The largest Nasdaq seller in Q1 2024 was Morgan Stanley, an estimated $312M sold.

Based on aggregated 13F filings for Q1 2024.