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Nasdaq
NDAQ

Overview Fund Activity

891 hedge funds and large institutions have $36.9B invested in Nasdaq in 2024 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 281 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
891
Holders Change
+60
Holders Change %
+7.22%
% of All Funds
11.86%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
145
Increased
330
Reduced
281
Closed
68
Calls
$115M
Puts
$151M
Net Calls
-$35.6M
Net Calls Change
-$27.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$128M
2
BlackRock
BlackRock
New York
+$111M
3
Franklin Resources
Franklin Resources
California
+$94.8M
4
Invesco
Invesco
Georgia
+$86.6M
5
American Century Companies
American Century Companies
Missouri
+$69.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$300M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$169M
3
Jane Street
Jane Street
New York
-$134M
4
Two Sigma Investments
Two Sigma Investments
New York
-$100M
5
SCM
Sterling Capital Management
North Carolina
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
676
Washington Trust Bank
Washington
$238K – – –
WBC
677
Westpac Banking Corp
Australia
$238K – – –
TCOV
678
Trust Company of Vermont
Vermont
$235K – – –
KWA
679
Kingswood Wealth Advisors
California
$234K +$234K +3,024 New
MIM
680
Morningstar Investment Management
Illinois
$232K – – –
RBC
681
Romano Brothers & Co
Illinois
$232K – – –
CSC
682
Caldwell Sutter Capital
California
$232K – – –
KWM
683
Kingsview Wealth Management
Oregon
$232K -$114K -1,471 -33%
FIM
684
Fruth Investment Management
Texas
$231K – – –
GWM
685
Gitterman Wealth Management
New Jersey
$230K +$4.56K +59 +2%
PCM
686
Penserra Capital Management
California
$230K +$103K +1,340 +81%
HFM
687
Harvest Fund Management
China
$229K -$110K -1,507 -32%
DAS
688
Dynamic Advisor Solutions
Arizona
$226K -$77 -1 -0%
WCG
689
Weaver Consulting Group
California
$226K – – –
VCWA
690
Vanguard Capital Wealth Advisors
Colorado
$224K +$224K +2,900 New
SWA
691
SFMG Wealth Advisors
Texas
$220K – – –
CI
692
CX Institutional
Indiana
$219K +$219K +2,833 New
PCA
693
Peddock Capital Advisors
Massachusetts
$219K – – –
JG
694
Jain Global
New York
$218K +$218K +2,826 New
ET
695
Equitable Trust
Tennessee
$218K – – –
ODA
696
One Degree Advisors
California
$218K +$218K +2,724 New
LAM
697
Longboard Asset Management
Arizona
$211K +$211K +2,733 New
CA
698
Claro Advisors
Massachusetts
$211K -$4.64K -60 -2%
SW
699
SVB Wealth
Massachusetts
$210K +$210K +2,721 New
DBRC
700
D.B. Root & Company
Pennsylvania
$210K +$210K +2,717 New
26 27
28
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