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Nasdaq
NDAQ

Overview Fund Activity

758 hedge funds and large institutions have $30.3B invested in Nasdaq in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 292 increasing their positions, 239 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+40
Holders Change %
+5.57%
% 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
111
Increased
292
Reduced
239
Closed
63
Calls
$46.8M
Puts
$39.6M
Net Calls
+$7.23M
Net Calls Change
+$15M

Top Buyers

1
TB
1
Thoma Bravo
Illinois
$5.4B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$675M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.04B
4
BlackRock
4
BlackRock
New York
$2.1B
5
FCM
5
Farallon Capital Management
California
$532M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$264M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.34B
3
Capital World Investors
3
Capital World Investors
California
$332M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$1.53M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
701
Concourse Financial Group Securities
Alabama
$10.5K – – –
CPG
702
Cornerstone Planning Group
New Jersey
$10.3K -$10.3K -170 -50%
CP
703
Castleview Partners
Texas
$10.2K – – –
ZB
704
Zions Bancorporation
Utah
$10K – – –
CWC
705
Carolinas Wealth Consulting
North Carolina
$10K – – –
AIC
706
Archer Investment Corporation
Indiana
$9.84K – – –
CFD
707
Creative Financial Designs
Indiana
$9.47K -$3.6K -57 -28%
ATC
708
Adirondack Trust Company
New York
$9.47K – – –
PWMG
709
Private Wealth Management Group
New Jersey
$9.09K – – –
GKIM
710
GW&K Investment Management
Massachusetts
$9K – – –
JWM
711
Janiczek Wealth Management
Colorado
$8.14K – – –
IFAM
712
Institutional & Family Asset Management
Colorado
$8.14K – – –
MFT
713
Moisand Fitzgerald Tamayo
Florida
$7.95K – – –
S
714
Sachetta
Massachusetts
$7.5K – – –
CTWM
715
Cherry Tree Wealth Management
Minnesota
$7.19K – – –
EL
716
EMFO LLC
Florida
$7.18K +$882 +14 +14%
CFO
717
CVA Family Office
Colorado
$6.63K – – –
FFL
718
Financial Freedom LLC
Ohio
$6.39K – – –
SSB
719
Sandy Spring Bank
Maryland
$5.87K – – –
RTL
720
Red Tortoise LLC
Georgia
$5.87K – – –
FGAM
721
Financial Gravity Asset Management
Texas
$5.69K -$8.19K -131 -59%
PCMC
722
Planning Capital Management Corporation
Pennsylvania
$5.68K – – –
VWM
723
Venturi Wealth Management
Texas
$5.18K +$3.28K +52 +173%
FFO
724
Fortitude Family Office
Arizona
$5.05K – – –
VNA
725
Valley National Advisers
Pennsylvania
$5K – – –
27 28
29
30 31