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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
LFG
676
Larson Financial Group
Missouri
$22.4K +$18.2K +314 +766%
EWA
677
EverSource Wealth Advisors
Alabama
$21.2K +$4.17K +72 +26%
MA
678
MCF Advisors
Kentucky
$20.6K +$289 +5 +2%
SAM
679
Smartleaf Asset Management
Massachusetts
$20K +$16.6K +287 +957%
CWM
680
Compass Wealth Management
Connecticut
$19.9K
TWC
681
TD Waterhouse Canada
Ontario, Canada
$19.3K -$5.15K -89 -16%
SIC
682
SJS Investment Consulting
Ohio
$19K +$15.9K +275 +1,058%
KFS
683
Kelly Financial Services
Massachusetts
$18.9K +$11.8K +204 +215%
OC
684
Oakworth Capital
Alabama
$18.7K
NIC
685
Northwest Investment Counselors
Oregon
$18.6K +$17K +294 New
C
686
Covestor
United Kingdom
$18K -$289 -5 -2%
AWM
687
AllSquare Wealth Management
New York
$17.4K
MCM
688
MV Capital Management
Maryland
$17.3K
CAL
689
Capital Advisors Ltd
Ohio
$17K +$8.04K +139 +109%
AF
690
Arrow Financial
New York
$15.8K
IBOK
691
Independence Bank of Kentucky
Kentucky
$15.8K
RTC
692
Riverview Trust Company
Washington
$15.5K +$14.2K +246 New
BWL
693
Bogart Wealth LLC
Virginia
$13.7K +$2.2K +38 +21%
YDMI
694
Y.D. More Investments
Israel
$13.4K
FMII
695
Farmers & Merchants Investments Inc
Nebraska
$13.3K
CWM
696
Cedar Wealth Management
California
$12.7K +$11.6K +201 New
CA
697
Crewe Advisors
Utah
$12.1K +$11.1K +191 New
BCWM
698
Bartlett & Co Wealth Management
Ohio
$12.1K -$12.2K -210 -52%
DZ Bank
699
DZ Bank
Germany
$11.8K -$60.5K -1,046 -85%
RCM
700
Raleigh Capital Management
North Carolina
$11.8K +$6.77K +117 +167%

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.