NDAQ icon

Nasdaq
NDAQ

Overview Fund Activity

749 hedge funds and large institutions have $28.8B invested in Nasdaq in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 319 increasing their positions, 250 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
-9
Holders Change %
-1.19%
% of All Funds
10.89%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
76
Increased
319
Reduced
250
Closed
75
Calls
$55.8M
Puts
$34M
Net Calls
+$21.8M
Net Calls Change
+$14.5M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$452M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$889M
3
Capital World Investors
3
Capital World Investors
California
$373M
4
EDRH
4
Edmond de Rothschild Holding
Switzerland
$56.7M
5
UBS AM
5
UBS AM
Illinois
$175M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$62.6M
2
Citadel Advisors
2
Citadel Advisors
Florida
$67.3M
3
Man Group
3
Man Group
United Kingdom
$38.9M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
SC
5
Samlyn Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EL
701
EMFO LLC
Florida
$6.88K – – –
CTWM
702
Cherry Tree Wealth Management
Minnesota
$6.87K – – –
CFO
703
CVA Family Office
Colorado
$6.81K +$482 +8 +8%
FFL
704
Financial Freedom LLC
Ohio
$6.12K +$60 +1 +1%
IAIM
705
International Assets Investment Management
Florida
$5.79K +$5.79K +96 New
SC
706
Stephens Consulting
Michigan
$5.67K +$5.67K +94 New
RTL
707
Red Tortoise LLC
Georgia
$5.6K – – –
PCMC
708
Planning Capital Management Corporation
Pennsylvania
$5.42K – – –
VNA
709
Valley National Advisers
Pennsylvania
$5K – – –
WIM
710
Westside Investment Management
California
$4.88K +$4.88K +81 New
AWM
711
Abound Wealth Management
Tennessee
$4.52K – – –
BIA
712
Bell Investment Advisors
California
$4.16K – – –
TCA
713
Trifecta Capital Advisors
Illinois
$3.98K – – –
PA
714
Pineridge Advisors
Missouri
$3.98K +$3.98K +66 New
CAM
715
Creekmur Asset Management
Illinois
$3.8K +$3.8K +63 New
GWP
716
Gen-Wealth Partners
Michigan
$3.62K – – –
VWM
717
Venturi Wealth Management
Texas
$3.32K -$1.63K -27 -33%
PPA
718
Painted Porch Advisors
California
$3.25K +$3.25K +54 New
CAS
719
Coppell Advisory Solutions
Texas
$3.19K +$3.19K +53 New
BCMLT
720
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.03K – – –
NCM
721
Northwest Capital Management
Oregon
$3.01K – – –
CTB
722
Country Trust Bank
Illinois
$2.53K – – –
DPW
723
DiNuzzo Private Wealth
Pennsylvania
$2.41K +$362 +6 +18%
UWS
724
Unique Wealth Strategies
Illinois
$2.34K +$2.34K +37 New
AW
725
Avion Wealth
Texas
$2K +$780 +16 +64%
27 28
29
30 31