We are live on ! Find out more

763 hedge funds and large institutions have $30.3B invested in Nasdaq in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 293 increasing their positions, 241 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 64

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

22% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 241

19% more capital invested

Capital invested by funds: $25.6B → $30.3B (+$4.75B)

18% more call options, than puts

Call options by funds: $46.8M | Put options by funds: $39.6M

7.33% more ownership

Funds ownership: 76.14%83.48% (+7.3%)

6% more funds holding

Funds holding: 723763 (+40)

Holders
763
Holders Change
+40
Holders Change %
+5.53%
% of All Funds
10.99%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
112
Increased
293
Reduced
241
Closed
64
Calls
$46.8M
Puts
$39.6M
Net Calls
+$7.23M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
651
TruNorth Capital Management
Michigan
$56.8K +$52.1K +900 New
AF
652
Allworth Financial
California
$51.1K -$289 -5 -0.6%
WT
653
Whittier Trust
California
$49.6K
EC
654
EntryPoint Capital
New York
$49.3K +$44.5K +769 +6,408%
WTC
655
WhitTier Trust Company
Nevada
$48.5K
TLCM
656
Twin Lakes Capital Management
California
$47.3K
LS
657
Livforsakringsbolaget Skandia
Sweden
$45.8K
CT
658
Caldwell Trust
Florida
$43.4K
LSA
659
Leonteq Securities AG
Switzerland
$43.2K +$39.5K +683 +68,300%
IA
660
IFP Advisors
Florida
$42.2K +$3.18K +55 +9%
AF
661
Advisornet Financial
Minnesota
$41.1K +$3.59K +62 +11%
WAG
662
Wiser Advisor Group
Arizona
$40.2K +$116 +2 +0.3%
QL
663
Quarry LP
New York
$37.7K +$34.6K +598 New
HB
664
Horizon Bancorp
Indiana
$37K -$2.08K -36 -6%
TPCW
665
TD Private Client Wealth
New York
$36.8K -$14K -242 -29%
RIL
666
Rothschild Investment LLC
Illinois
$36.6K +$1.16K +20 +4%
CA
667
CoreCap Advisors
Michigan
$35.5K +$32.5K +562 New
MFF
668
Mango Five Family
Nevada
$33.1K
Federated Hermes
669
Federated Hermes
Pennsylvania
$33.1K -$126K -2,181 -81%
DMBA
670
Deseret Mutual Benefit Administrators
Utah
$32.2K -$1.22K -21 -4%
BAM
671
Bellevue Asset Management
Washington
$31.8K
AWM
672
Avior Wealth Management
Nebraska
$31.4K +$27.2K +470 +1,679%
EBA
673
Eagle Bay Advisors
New York
$28.1K -$7.23K -125 -22%
SIC
674
Salem Investment Counselors
North Carolina
$26.9K +$11.6K +201 +89%
TAM
675
Tucker Asset Management
Colorado
$26.6K

NDAQ Hedge Fund Activity: Q1 2024 in Review

763 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q1 2024, worth a combined $30.3B — up 19% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new NDAQ positions and 64 closed out — a net gain of 48 holders — while 293 added to existing stakes and 241 trimmed.

The largest buyer was Thoma Bravo, adding an estimated $807M. The largest seller was Morgan Stanley, cutting an estimated $312M.

  • 763 institutional investors held Nasdaq (NDAQ) as of Q1 2024, up from 723 in Q4 2023.
  • Funds reported $30.3B of Nasdaq stock for Q1 2024, up 19% quarter-over-quarter.
  • 112 funds opened new Nasdaq positions in Q1 2024 and 64 closed out, a net change of +48 holders.
  • The largest Nasdaq buyer in Q1 2024 was Thoma Bravo, an estimated $807M added.
  • The largest Nasdaq seller in Q1 2024 was Morgan Stanley, an estimated $312M sold.

Based on aggregated 13F filings for Q1 2024.