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 %
CTC
701
Central Trust Company
Missouri
$236K
WTB
702
Washington Trust Bank
Washington
$234K
TCOV
703
Trust Company of Vermont
Vermont
$231K
SW
704
Simplicity Wealth
New Jersey
$230K +$230K +3,031 New
DAS
705
Dynamic Advisor Solutions
Arizona
$228K +$6.52K +86 +3%
GWM
706
Gitterman Wealth Management
New Jersey
$228K +$1.59K +21 +0.7%
RBC
707
Romano Brothers & Co
Illinois
$228K
CSC
708
Caldwell Sutter Capital
California
$228K
FIM
709
Fruth Investment Management
Texas
$227K
MCC
710
Malaga Cove Capital
California
$224K +$22.8K +300 +11%
AGWCA
711
Annis Gardner Whiting Capital Advisors
Florida
$223K -$315K -4,155 -59%
WCG
712
Weaver Consulting Group
California
$222K
FMLI
713
Fukoku Mutual Life Insurance
Japan
$222K +$222K +2,920 New
VIA
714
Victrix Investment Advisors
Florida
$220K +$220K +2,900 New
CA
715
Claro Advisors
Massachusetts
$220K +$12.9K +170 +6%
IAN
716
Integrated Advisors Network
Texas
$215K -$1.33M -17,584 -86%
PCA
717
Peddock Capital Advisors
Massachusetts
$215K
WB
718
WesBanco Bank
West Virginia
$215K +$14.2K +187 +7%
CIS
719
Custom Index Systems
New York
$214K +$214K +2,820 New
CI
720
CX Institutional
Indiana
$213K -$2.2K -29 -1%
AWS
721
Atria Wealth Solutions
New York
$213K -$245K -3,224 -53%
PP
722
PDS Planning
Ohio
$212K +$212K +2,801 New
LAM
723
Longboard Asset Management
Arizona
$207K
CA
724
Clearstead Advisors
Ohio
$207K -$106K -1,392 -34%
JFGIW
725
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K +$207K +2,730 New