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 %
FCG
676
Fielder Capital Group
Tennessee
$380K +$10.9K +122 +3%
BRWA
677
B. Riley Wealth Advisors
Florida
$380K +$380K +4,249 New
MG
678
Mather Group
Illinois
$379K +$30K +336 +9%
NA
679
Navellier & Associates
Nevada
$376K +$1.16K +13 +0.3%
MIG
680
McGuire Investment Group
Rhode Island
$376K
BJL
681
Brighton Jones LLC
Washington
$375K +$375K +4,194 New
VI
682
Versor Investments
New York
$373K +$74.1K +829 +25%
CIC
683
Carnegie Investment Counsel
Ohio
$373K
FNT
684
First National Trust
Pennsylvania
$373K
DCM
685
Donaldson Capital Management
Indiana
$368K -$21.4K -239 -5%
CA
686
Clearstead Advisors
Ohio
$367K +$123K +1,370 +50%
DWM
687
Dakota Wealth Management
Florida
$365K -$3.22K -36 -0.9%
IA
688
IFC Advisors
California
$364K
CA
689
Commerzbank Aktiengesellschaft
Germany
$364K
PI
690
Pettee Investors
Connecticut
$362K
CI
691
Cigna Investments
Connecticut
$362K -$5.28K -59 -1%
CWG
692
Cornerstone Wealth Group
North Carolina
$362K +$83.6K +935 +30%
DT
693
Diversified Trust
Tennessee
$359K +$5.19K +58 +1%
MOS
694
MGO One Seven
Ohio
$358K +$30.5K +341 +9%
ACM
695
Advisors Capital Management
New Jersey
$355K +$11.5K +129 +3%
1M
696
1248 Management
Missouri
$353K
SF
697
Synovus Financial
Georgia
$352K -$8.94K -100 -2%
EFG
698
Elm3 Financial Group
Georgia
$350K -$268 -3 -0.1%
EW
699
Evoke Wealth
California
$347K +$347K +3,884 New
CFG
700
Citizens Financial Group
Rhode Island
$346K +$346K +3,871 New