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754 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, 320 increasing their positions, 253 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $34M

26% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 253

0% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 76

0.57% less ownership

Funds ownership: 83.48%82.9% (-0.57%)

5% less capital invested

Capital invested by funds: $30.3B → $28.8B (-$1.5B)

1% less funds holding

Funds holding: 763754 (-9)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
754
Holders Change
-9
Holders Change %
-1.18%
% 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
320
Reduced
253
Closed
76
Calls
$55.8M
Puts
$34M
Net Calls
+$21.8M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
701
Private Wealth Management Group
New Jersey
$8.68K
CWM
702
Cedar Wealth Management
California
$8.44K -$3.69K -61 -30%
JWM
703
Janiczek Wealth Management
Colorado
$7.77K
MFT
704
Moisand Fitzgerald Tamayo
Florida
$7.59K
CPG
705
Cornerstone Planning Group
New Jersey
$7.15K -$3.57K -59 -35%
EL
706
EMFO LLC
Florida
$6.88K
CTWM
707
Cherry Tree Wealth Management
Minnesota
$6.87K
CFO
708
CVA Family Office
Colorado
$6.81K +$485 +8 +8%
FFL
709
Financial Freedom LLC
Ohio
$6.12K +$61 +1 +1%
IAIM
710
International Assets Investment Management
Florida
$5.79K +$5.82K +96 New
SC
711
Stephens Consulting
Michigan
$5.67K +$5.69K +94 New
RTL
712
Red Tortoise LLC
Georgia
$5.6K
PCMC
713
Planning Capital Management Corporation
Pennsylvania
$5.42K
VNA
714
Valley National Advisers
Pennsylvania
$5K
WIM
715
Westside Investment Management
California
$4.88K +$4.91K +81 New
AWM
716
Abound Wealth Management
Tennessee
$4.52K
BIA
717
Bell Investment Advisors
California
$4.16K
TCA
718
Trifecta Capital Advisors
Illinois
$3.98K
PA
719
Pineridge Advisors
Missouri
$3.98K +$4K +66 New
CAM
720
Creekmur Asset Management
Illinois
$3.8K +$3.82K +63 New
GWP
721
Gen-Wealth Partners
Michigan
$3.62K
VWM
722
Venturi Wealth Management
Texas
$3.31K -$1.64K -27 -33%
PPA
723
Painted Porch Advisors
California
$3.25K +$3.27K +54 New
CAS
724
Coppell Advisory Solutions
Texas
$3.19K +$3.21K +53 New
BCMLT
725
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.02K