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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
1832 Asset Management
701
1832 Asset Management
Ontario, Canada
$11.6K
BGAI
702
Bruce G. Allen Investments
Colorado
$11.5K -$694 -12 -6%
WPA
703
West Paces Advisors
Georgia
$11.4K -$521 -9 -5%
VCM
704
Versant Capital Management
Arizona
$11K
UB
705
UMB Bank
Missouri
$10.9K +$289 +5 +3%
CFGS
706
Concourse Financial Group Securities
Alabama
$10.5K
CPG
707
Cornerstone Planning Group
New Jersey
$10.3K -$9.84K -170 -50%
CP
708
Castleview Partners
Texas
$10.2K
CWC
709
Carolinas Wealth Consulting
North Carolina
$10K
ZB
710
Zions Bancorporation
Utah
$10K
AIC
711
Archer Investment Corporation
Indiana
$9.84K
CFD
712
Creative Financial Designs
Indiana
$9.46K -$3.3K -57 -28%
ATC
713
Adirondack Trust Company
New York
$9.46K
PWMG
714
Private Wealth Management Group
New Jersey
$9.09K
GKIM
715
GW&K Investment Management
Massachusetts
$9K
IFAM
716
Institutional & Family Asset Management
Colorado
$8.14K
JWM
717
Janiczek Wealth Management
Colorado
$8.14K
MFT
718
Moisand Fitzgerald Tamayo
Florida
$7.95K
S
719
Sachetta
Massachusetts
$7.5K
CTWM
720
Cherry Tree Wealth Management
Minnesota
$7.19K
EL
721
EMFO LLC
Florida
$7.18K +$810 +14 +14%
CFO
722
CVA Family Office
Colorado
$6.63K
FFL
723
Financial Freedom LLC
Ohio
$6.39K
RTL
724
Red Tortoise LLC
Georgia
$5.87K
SSB
725
Sandy Spring Bank
Maryland
$5.87K

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.