920 hedge funds and large institutions have $36.5B invested in Nasdaq in 2025 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 379 increasing their positions, 287 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
920
Holders Change
+29
Holders Change %
+3.25%
% of All Funds
12.5%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
129
Increased
379
Reduced
287
Closed
83
Calls
$111M
Puts
$89.3M
Net Calls
+$21.8M
Net Calls Change
+$57.4M
Name Holding Trade Value Shares
Change
Shares
Change %
QWP
626
Quotient Wealth Partners
Texas
$355K -$76.7K -1,011 -18%
FFO
627
Fiduciary Family Office
Florida
$348K +$348K +4,593 New
IAA
628
Independent Advisor Alliance
North Carolina
$347K +$6.83K +90 +2%
HAG
629
HighPoint Advisor Group
Illinois
$347K +$70.4K +927 +25%
CAG
630
Crestwood Advisors Group
Massachusetts
$347K +$57.2K +754 +20%
TSMHT
631
Thurston Springer Miller Herd & Titak
Indiana
$347K
NWA
632
New World Advisors
Massachusetts
$344K +$38.2K +504 +12%
IWM
633
IHT Wealth Management
Illinois
$343K -$53.3K -702 -13%
PA
634
Parallel Advisors
California
$337K -$8.19K -108 -2%
RPCONE
635
Retirement Planning Company of New England
Rhode Island
$337K -$76 -1 -0%
DCM
636
Donaldson Capital Management
Indiana
$331K -$52.4K -691 -14%
CG
637
Cynosure Group
Utah
$329K +$34.7K +458 +12%
NA
638
Navellier & Associates
Nevada
$328K +$1.02K +13 +0.3%
SM
639
Sciencast Management
New Jersey
$324K +$324K +4,268 New
FCP
640
Fidelis Capital Partners
Florida
$322K -$7.08K -94 -2%
GM
641
GeoWealth Management
Illinois
$322K -$62.1K -818 -16%
IEFM
642
IQ EQ Fund Management
Ireland
$319K
WS
643
Wedbush Securities
California
$319K +$40.6K +534 +15%
MIG
644
McGuire Investment Group
Rhode Island
$319K
SC
645
Scotia Capital
Ontario, Canada
$319K -$18.2K -240 -5%
FNT
646
First National Trust
Pennsylvania
$316K -$33.5K -441 -10%
FCG
647
Fielder Capital Group
Tennessee
$313K +$6.15K +81 +2%
DWM
648
Dakota Wealth Management
Florida
$313K -$11.3K -149 -3%
BCM
649
Brookstone Capital Management
Illinois
$313K -$6.52K -86 -2%
DAS
650
Diversify Advisory Services
Utah
$312K +$312K +4,108 New