1,006 hedge funds and large institutions have $42.7B invested in Nasdaq in 2025 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 412 increasing their positions, 296 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+86
Holders Change %
+9.35%
% of All Funds
13.49%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
167
Increased
412
Reduced
296
Closed
67
Calls
$114M
Puts
$71.2M
Net Calls
+$43.2M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MHR
651
Matthew Hamilton Rosenberg
$437K
CAG
652
Crestwood Advisors Group
Massachusetts
$435K +$25.7K +287 +6%
CT
653
Colonial Trust
South Carolina
$434K -$159K -1,773 -27%
SWP
654
Sagespring Wealth Partners
Tennessee
$429K +$99.1K +1,108 +30%
DIA
655
Dana Investment Advisors
Wisconsin
$425K
IWC
656
Integrated Wealth Concepts
Massachusetts
$421K +$421K +4,710 New
TAM
657
Trust Asset Management
Texas
$420K
SC
658
Syon Capital
California
$420K +$87.9K +983 +27%
FCP
659
Fidelis Capital Partners
Florida
$419K +$6.57K +68 +2%
GI
660
GAMCO Investors
Connecticut
$419K -$36.8K -412 -8%
LAS
661
LWM Advisory Services
Florida
$418K +$418K +4,676 New
ALAM
662
Asahi Life Asset Management
Japan
$415K +$415K +4,640 New
EI
663
Ellevest Inc
New York
$413K -$59.6K -667 -13%
FFO
664
Fiduciary Family Office
Florida
$411K
TSMHT
665
Thurston Springer Miller Herd & Titak
Indiana
$409K
ECM
666
Evergreen Capital Management
Washington
$408K +$50.4K +564 +14%
SS
667
SBI Securities
Japan
$407K -$36.3K -406 -8%
BBHC
668
Brown Brothers Harriman & Co
New York
$406K +$121K +1,352 +42%
PA
669
Parallel Advisors
California
$405K +$7.6K +85 +2%
LFAS
670
Level Four Advisory Services
Texas
$404K -$15.4K -172 -4%
BPA
671
Beacon Pointe Advisors
California
$404K +$404K +4,514 New
RPCONE
672
Retirement Planning Company of New England
Rhode Island
$398K +$984 +11 +0.2%
WPC
673
Wedmont Private Capital
Pennsylvania
$397K +$27.4K +305 +7%
IAA
674
Independent Advisor Alliance
North Carolina
$391K -$18.7K -209 -5%
AAP
675
Arax Advisory Partners
Colorado
$389K +$384K +4,223 +7,281%