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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
CTB
651
Country Trust Bank
Illinois
$4K
FWA
652
FSC Wealth Advisors
New York
$4K
CFGS
653
Concourse Financial Group Securities
Alabama
$4K +$1.41K +24 +53%
CL
654
COWA LLC
Oklahoma
$4K +$4.41K +75 New
BWM
655
BerganKDV Wealth Management
Minnesota
$3K -$2.47K -42 -44%
BWM
656
Baystate Wealth Management
Massachusetts
$3K
BWA
657
BDO Wealth Advisors
Florida
$3K
DI
658
Disciplined Investments
Oklahoma
$3K +$1K +17 +57%
UFF
659
USA Financial Formulas
Michigan
$3K +$2.65K +45 +375%
AWM
660
Atticus Wealth Management
Florida
$2K -$1.76K -30 -67%
CMP
661
Coston McIsaac & Partners
Maine
$2K -$118 -2 -5%
AAP
662
Arax Advisory Partners
Colorado
$2K
GWM
663
Geneos Wealth Management
Colorado
$2K
LCM
664
Logan Capital Management
Pennsylvania
$2K +$59 +1 +3%
TFGT
665
TS Financial Group (TSFG)
Illinois
$2K +$59 +1 +3%
PPWM
666
PFG Private Wealth Management
Florida
$2K +$2.59K +44 New
AWM
667
Abound Wealth Management
Tennessee
$1.7K +$1.76K +30 New
HWP
668
Highline Wealth Partners
California
$1.36K +$1.41K +24 New
JSAM
669
J. Safra Asset Management
New York
$1K -$5.82K -99 -62%
AA
670
Addison Advisors
Vermont
$1K
NC
671
NewSquare Capital
Pennsylvania
$1K
PWMG
672
Prestige Wealth Management Group
New Jersey
$1K
SC
673
Sierra Capital
Florida
$1K
BA
674
Bellwether Advisors
Nebraska
$1K +$882 +15 +167%
SIC
675
SJS Investment Consulting
Ohio
$1K +$1.29K +22 New

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.