NDAQ icon

Nasdaq
NDAQ

Overview Fund Activity

758 hedge funds and large institutions have $30.3B invested in Nasdaq in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 292 increasing their positions, 239 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+40
Holders Change %
+5.57%
% 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
111
Increased
292
Reduced
239
Closed
63
Calls
$46.8M
Puts
$39.6M
Net Calls
+$7.23M
Net Calls Change
+$15M

Top Buyers

1
TB
1
Thoma Bravo
Illinois
$5.4B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$675M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.04B
4
BlackRock
4
BlackRock
New York
$2.1B
5
FCM
5
Farallon Capital Management
California
$532M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$264M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.34B
3
Capital World Investors
3
Capital World Investors
California
$332M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$1.53M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSI
601
Cross Staff Investments
New York
$221K – – –
AFG
602
Allegheny Financial Group
Pennsylvania
$220K +$220K +3,483 New
ASN
603
Advisory Services Network
Georgia
$219K -$23.3K -370 -10%
BBHC
604
Brown Brothers Harriman & Co
New York
$217K – – –
MG
605
Mather Group
Illinois
$217K -$9.42K -162 -4%
CCIA
606
Cherry Creek Investment Advisors
Colorado
$215K +$215K +3,414 New
LNB
607
Ledyard National Bank
$208K +$208K +3,300 New
NC
608
nVerses Capital
Florida
$208K +$208K +3,300 New
CWA
609
CM Wealth Advisors
Ohio
$206K +$206K +3,387 New
OIA
610
OneDigital Investment Advisors
Kansas
$206K +$206K +3,267 New
SC
611
Syon Capital
California
$205K +$205K +3,244 New
AAM
612
Advisors Asset Management
Colorado
$205K -$277K -4,389 -58%
DWA
613
Delap Wealth Advisory
Oregon
$203K +$203K +3,215 New
HI
614
Harbour Investments
Wisconsin
$203K +$169K +2,682 +503%
BPA
615
Beacon Pointe Advisors
California
$201K +$201K +3,188 New
NA
616
NewEdge Advisors
Louisiana
$198K +$144K +2,275 +262%
CSC
617
Caldwell Sutter Capital
California
$189K – – –
TCOV
618
Trust Company of Vermont
Vermont
$186K +$186K +2,947 New
CLOS
619
Compagnie Lombard Odier SCmA
Switzerland
$175K – – –
QCG
620
Quadrant Capital Group
Ohio
$174K -$6.06K -96 -3%
WBC
621
Westpac Banking Corp
Australia
$150K – – –
QC
622
Quent Capital
New York
$119K – – –
CA
623
Clearstead Advisors
Ohio
$114K -$18K -297 -14%
SIM
624
Sentry Investment Management
Wisconsin
$112K – – –
WWM
625
Wolff Wiese Magana
California
$112K – – –
23 24
25
26 27