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Nasdaq

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
CA
626
Clearstead Advisors
Ohio
$114K -$17.2K -297 -14%
SIM
627
Sentry Investment Management
Wisconsin
$112K
WWM
628
Wolff Wiese Magana
California
$112K
SS
629
Sunbelt Securities
Texas
$107K -$11.3K -195 -10%
T
630
TOBAM
France
$107K -$44.3K -766 -31%
PCM
631
Penserra Capital Management
California
$101K -$86.2K -1,490 -48%
PFBT
632
Parkside Financial Bank & Trust
Missouri
$100K +$35.4K +612 +63%
GI
633
Gradient Investments
Minnesota
$98K -$1.04K -18 -1%
AIM
634
Anchor Investment Management
South Carolina
$94.7K
SC
635
SouthState Corp
Florida
$94.7K
HNB
636
Hilltop National Bank
Wyoming
$84.6K +$77.6K +1,341 New
AGWCA
637
Annis Gardner Whiting Capital Advisors
Florida
$84.2K +$405 +7 +0.5%
CPBTD
638
Central Pacific Bank - Trust Division
Hawaii
$82.3K +$76.5K +1,322 New
AA
639
Ancora Advisors
Ohio
$78.2K
PS
640
Principal Securities
Iowa
$77.9K -$10K -173 -12%
PMAM
641
Picton Mahoney Asset Management
Ontario, Canada
$76K +$69.4K +1,200 New
AA
642
Alta Advisers
United Kingdom
$75.7K
MTIC
643
Missouri Trust & Investment Company
Missouri
$75.7K
CI Investments Inc
644
CI Investments Inc
Ontario, Canada
$74K +$8.97K +155 +15%
JSAM
645
J. Safra Asset Management
New York
$67K
GRP
646
Global Retirement Partners
California
$62K +$3.76K +65 +7%
BTI
647
Blue Trust Inc
Georgia
$60K -$58.4K -1,010 -52%
ST
648
Smithfield Trust
Pennsylvania
$59K +$10K +173 +22%
HCM
649
Hollencrest Capital Management
California
$58.4K
LC
650
Lindbrook Capital
California
$57.8K +$810 +14 +2%

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.