718 hedge funds and large institutions have $25.5B invested in Nasdaq in 2023 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 248 increasing their positions, 265 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+25
Holders Change %
+3.61%
% of All Funds
10.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
113
Increased
248
Reduced
265
Closed
79
Calls
$63.6M
Puts
$71.4M
Net Calls
-$7.78M
Net Calls Change
-$13.6M
Name Holding Trade Value Shares
Change
Shares
Change %
1832 Asset Management
651
1832 Asset Management
Ontario, Canada
$10.7K
BWL
652
Bogart Wealth LLC
Virginia
$10.5K +$116 +2 +1%
VCM
653
Versant Capital Management
Arizona
$10.2K +$349 +6 +4%
UB
654
UMB Bank
Missouri
$9.77K -$6.34K -109 -39%
CFGS
655
Concourse Financial Group Securities
Alabama
$9.65K +$5.64K +97 +141%
CP
656
Castleview Partners
Texas
$9.42K +$174 +3 +2%
CWC
657
Carolinas Wealth Consulting
North Carolina
$9.24K -$988 -17 -10%
ZB
658
Zions Bancorporation
Utah
$9.24K
AIC
659
Archer Investment Corporation
Indiana
$9.07K
ATC
660
Adirondack Trust Company
New York
$8.43K
PWMG
661
Private Wealth Management Group
New Jersey
$8.37K +$8.37K +144 New
TSW
662
Thompson Siegel & Walmsley
Virginia
$8K
GKIM
663
GW&K Investment Management
Massachusetts
$8K +$274 +5 +4%
AFS
664
Annapolis Financial Services
Maryland
$7.85K
JWM
665
Janiczek Wealth Management
Colorado
$7.5K -$8.02K -138 -52%
S
666
Sachetta
Massachusetts
$7.5K +$7.5K +129 New
IFAM
667
Institutional & Family Asset Management
Colorado
$7.5K
MFT
668
Moisand Fitzgerald Tamayo
Florida
$7.33K
CAL
669
Capital Advisors Ltd
Ohio
$7K +$7K +127 New
CTWM
670
Cherry Tree Wealth Management
Minnesota
$6.63K
CFO
671
CVA Family Office
Colorado
$6.11K +$6.11K +105 New
RFG
672
RFP Financial Group
Georgia
$6.05K +$6.05K +104 New
EP
673
Elkhorn Partners
Nebraska
$6K -$52.5K -875 -90%
FFL
674
Financial Freedom LLC
Ohio
$5.86K +$58 +1 +1%
EL
675
EMFO LLC
Florida
$5.84K +$5.84K +100 New