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Nasdaq

716 hedge funds and large institutions have $22.3B invested in Nasdaq in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 275 increasing their positions, 225 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 56

22% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 225

16% more call options, than puts

Call options by funds: $115M | Put options by funds: $99.3M

8% more capital invested

Capital invested by funds: $20.7B → $22.3B (+$1.64B)

5% more funds holding

Funds holding: 682716 (+34)

0.38% more ownership

Funds ownership: 74.06%74.44% (+0.38%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
716
Holders Change
+34
Holders Change %
+4.99%
% of All Funds
11.51%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
103
Increased
275
Reduced
225
Closed
56
Calls
$115M
Puts
$99.3M
Net Calls
+$16.1M
Net Calls Change
+$28.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
651
CoreFirst Bank & Trust
Kansas
$10.1K
TCOV
652
Trust Company of Vermont
Vermont
$9.94K +$10.1K +162 New
FFA
653
Farther Finance Advisors
California
$9.88K +$10K +161 New
CP
654
Castleview Partners
Texas
$9.75K
CFO
655
CVA Family Office
Colorado
$9.51K +$2.18K +35 +29%
BIA
656
Bell Investment Advisors
California
$9.39K
BAAM
657
Baker Avenue Asset Management
California
$9.2K +$9.34K +150 New
ATC
658
Adirondack Trust Company
New York
$9.2K
BWL
659
Bogart Wealth LLC
Virginia
$9.02K
Jones Financial Companies
660
Jones Financial Companies
Missouri
$9K +$436 +7 +5%
CA
661
CoreCap Advisors
Michigan
$8.83K +$8.97K +144 New
TWA
662
TCI Wealth Advisors
Arizona
$8.66K +$561 +9 +7%
SBL
663
Sargent Bickham Lagudis
Colorado
$8.47K
AFS
664
Annapolis Financial Services
Maryland
$8.28K
TSW
665
Thompson Siegel & Walmsley
Virginia
$8K
IFAM
666
Institutional & Family Asset Management
Colorado
$7.91K
HIA
667
Harbor Investment Advisory
Maryland
$7.73K
MFT
668
Moisand Fitzgerald Tamayo
Florida
$7.73K +$934 +15 +14%
SC
669
Schubert & Co
Texas
$7.67K +$747 +12 +11%
GIA
670
GHP Investment Advisors
Colorado
$7.36K
JMF
671
Johnson Midwest Financial
Iowa
$7K
EARNEST Partners
672
EARNEST Partners
Georgia
$6.81K
AWM
673
Accurate Wealth Management
Florida
$6.63K +$6.6K +106 New
OC
674
Oakworth Capital
Alabama
$6.44K -$14.2K -228 -68%
SWA
675
Sutton Wealth Advisors
Florida
$6.38K -$187 -3 -3%

NDAQ Hedge Fund Activity: Q4 2022 in Review

716 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q4 2022, worth a combined $22.3B — up 7.9% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new NDAQ positions and 56 closed out — a net gain of 47 holders — while 275 added to existing stakes and 225 trimmed.

The largest buyer was Vanguard Group, adding an estimated $247M. The largest seller was Massachusetts Financial Services, cutting an estimated $159M.

  • 716 institutional investors held Nasdaq (NDAQ) as of Q4 2022, up from 682 in Q3 2022.
  • Funds reported $22.3B of Nasdaq stock for Q4 2022, up 7.9% quarter-over-quarter.
  • 103 funds opened new Nasdaq positions in Q4 2022 and 56 closed out, a net change of +47 holders.
  • The largest Nasdaq buyer in Q4 2022 was Vanguard Group, an estimated $247M added.
  • The largest Nasdaq seller in Q4 2022 was Massachusetts Financial Services, an estimated $159M sold.

Based on aggregated 13F filings for Q4 2022.