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682 hedge funds and large institutions have $20.7B invested in Nasdaq in 2022 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 219 increasing their positions, 289 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

117% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 41

12% more capital invested

Capital invested by funds: $18.5B → $20.7B (+$2.19B)

6% more funds holding

Funds holding: 643682 (+39)

13% less call options, than puts

Call options by funds: $83.3M | Put options by funds: $95.3M

24% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 289

146.11% less ownership

Funds ownership: 220.16%74.06% (-146%)

Holders
682
Holders Change
+39
Holders Change %
+6.07%
% of All Funds
11.75%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
89
Increased
219
Reduced
289
Closed
41
Calls
$83.3M
Puts
$95.3M
Net Calls
-$12M
Net Calls Change
-$56.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
626
Bank of Montreal
Ontario, Canada
$9.07K -$1.57M -26,695 -15%
CP
627
Castleview Partners
Texas
$9K -$160K -2,721 -94%
ATC
628
Adirondack Trust Company
New York
$9K
CBT
629
CoreFirst Bank & Trust
Kansas
$9K
ZB
630
Zions Bancorporation
Utah
$9K
BIA
631
Bell Investment Advisors
California
$9K +$1.06K +18 +13%
BWL
632
Bogart Wealth LLC
Virginia
$8K -$2.65K -45 -23%
SBL
633
Sargent Bickham Lagudis
Colorado
$8K -$706 -12 -8%
AFS
634
Annapolis Financial Services
Maryland
$8K
CCM
635
Covington Capital Management
California
$7K -$19.6K -334 -74%
Jones Financial Companies
636
Jones Financial Companies
Missouri
$7K -$1.24K -21 -14%
AAMU
637
AEGON Asset Management (UK)
United Kingdom
$7K
GIA
638
GHP Investment Advisors
Colorado
$7K
HIA
639
Harbor Investment Advisory
Maryland
$7K
IFAM
640
Institutional & Family Asset Management
Colorado
$7K
TSW
641
Thompson Siegel & Walmsley
Virginia
$7K
TWA
642
TCI Wealth Advisors
Arizona
$7K +$706 +12 +10%
CFO
643
CVA Family Office
Colorado
$7K +$3.53K +60 +100%
SWA
644
Sutton Wealth Advisors
Florida
$6.07K -$588 -10 -9%
EARNEST Partners
645
EARNEST Partners
Georgia
$6K
SC
646
Schubert & Co
Texas
$6K +$2.06K +35 +45%
MFT
647
Moisand Fitzgerald Tamayo
Florida
$6K +$6.53K +111 New
SSB
648
Sandy Spring Bank
Maryland
$5K
VNA
649
Valley National Advisers
Pennsylvania
$5K
FWM
650
Focused Wealth Management
New York
$4K -$882 -15 -17%

NDAQ Hedge Fund Activity: Q3 2022 in Review

682 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q3 2022, worth a combined $20.7B — up 12% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new NDAQ positions and 41 closed out — a net gain of 48 holders — while 219 added to existing stakes and 289 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $193M. The largest seller was Citadel Advisors, cutting an estimated $64.5M.

  • 682 institutional investors held Nasdaq (NDAQ) as of Q3 2022, up from 643 in Q2 2022.
  • Funds reported $20.7B of Nasdaq stock for Q3 2022, up 12% quarter-over-quarter.
  • 89 funds opened new Nasdaq positions in Q3 2022 and 41 closed out, a net change of +48 holders.
  • The largest Nasdaq buyer in Q3 2022 was Capital Research Global Investors, an estimated $193M added.
  • The largest Nasdaq seller in Q3 2022 was Citadel Advisors, an estimated $64.5M sold.

Based on aggregated 13F filings for Q3 2022.