920 hedge funds and large institutions have $36.5B invested in Nasdaq in 2025 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 379 increasing their positions, 287 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
920
Holders Change
+29
Holders Change %
+3.25%
% of All Funds
12.5%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
129
Increased
379
Reduced
287
Closed
83
Calls
$111M
Puts
$89.3M
Net Calls
+$21.8M
Net Calls Change
+$57.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MIA
676
MainStreet Investment Advisors
Illinois
$279K
MOS
677
MGO One Seven
Ohio
$277K -$19.3K -254 -6%
MFG
678
Merit Financial Group
Georgia
$277K +$277K +3,646 New
WAM
679
Wakefield Asset Management
Colorado
$273K +$273K +3,603 New
AIP
680
Arrowpoint Investment Partners
Singapore
$273K +$273K +3,600 New
AA
681
Advisory Alpha
Michigan
$272K +$25.7K +339 +10%
AI
682
Atom Investors
Texas
$272K +$272K +3,588 New
OWM
683
OneAscent Wealth Management
Alabama
$272K +$28.3K +373 +12%
CSI
684
Cross Staff Investments
New York
$266K
HI
685
Harbour Investments
Wisconsin
$264K -$7.28K -96 -3%
PGFC
686
Peapack-Gladstone Financial Corp
New Jersey
$262K -$93.4K -1,233 -26%
CG
687
Caprock Group
Idaho
$259K -$344K -4,532 -57%
IRC
688
Investors Research Corp
Georgia
$257K +$6.98K +92 +3%
CAM
689
Claret Asset Management
Quebec, Canada
$256K +$152 +2 +0.1%
VI
690
Versor Investments
New York
$254K -$156K -2,061 -38%
ILI
691
Invesco LLC (Illinois)
Illinois
$254K +$50K +659 +25%
VF
692
Virtu Financial
New York
$253K +$253K +3,330 New
LNB
693
Ledyard National Bank
$249K +$2.66K +35 +1%
SWA
694
SFMG Wealth Advisors
Texas
$244K +$28K +369 +13%
BBHC
695
Brown Brothers Harriman & Co
New York
$242K -$13.8K -182 -5%
RAM
696
Ramirez Asset Management
New York
$241K +$241K +3,182 New
AIM
697
Anchor Investment Management
South Carolina
$239K
HFM
698
Harvest Fund Management
China
$238K
MAM
699
Mystic Asset Management
Rhode Island
$236K
CWG
700
Cornerstone Wealth Group
North Carolina
$236K -$531 -7 -0.2%