693 hedge funds and large institutions have $17.5B invested in Nasdaq in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 222 increasing their positions, 295 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
11.05%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
71
Increased
222
Reduced
295
Closed
62
Calls
$68M
Puts
$62.2M
Net Calls
+$5.86M
Net Calls Change
+$13M
Name Holding Trade Value Shares
Change
Shares
Change %
MIA
651
Milestone Investment Advisors
Wisconsin
$5.69K +$5.69K +117 New
CTWM
652
Cherry Tree Wealth Management
Minnesota
$5.54K +$5.54K +114 New
JMF
653
Johnson Midwest Financial
Iowa
$5.54K
EARNEST Partners
654
EARNEST Partners
Georgia
$5.39K
FFL
655
Financial Freedom LLC
Ohio
$4.88K +$4.88K +100 New
FWM
656
Focused Wealth Management
New York
$4.86K
BIA
657
Bell Investment Advisors
California
$4.76K -$1.22K -25 -20%
RTL
658
Red Tortoise LLC
Georgia
$4.52K
SSB
659
Sandy Spring Bank
Maryland
$4.52K
VNA
660
Valley National Advisers
Pennsylvania
$4K
CWP
661
Concord Wealth Partners
Virginia
$3.84K
AWM
662
Abound Wealth Management
Tennessee
$3.74K +$535 +11 +17%
AAP
663
Arax Advisory Partners
Colorado
$3.66K +$3.66K +75 New
EWM
664
Evermay Wealth Management
Virginia
$3.4K +$1.94K +40 +133%
WPWM
665
Western Pacific Wealth Management
Illinois
$3.35K
CFGS
666
Concourse Financial Group Securities
Alabama
$3.35K -$534 -11 -14%
CCM
667
Copeland Capital Management
Pennsylvania
$3.26K +$3.26K +67 New
TCA
668
Trifecta Capital Advisors
Illinois
$3.21K
SIA
669
SkyView Investment Advisors
New Jersey
$3K +$423 +10 +16%
HIA
670
Harbor Investment Advisory
Maryland
$2.87K -$2.19K -45 -43%
IPW
671
Impact Partnership Wealth
Georgia
$2.48K -$4.18K -86 -63%
BWM
672
Baystate Wealth Management
Massachusetts
$2.25K -$3.52K -72 -61%
CTB
673
Country Trust Bank
Illinois
$2.04K
JFA
674
JNBA Financial Advisors
Minnesota
$2.04K +$2.04K +42 New
TFGT
675
TS Financial Group (TSFG)
Illinois
$2K