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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
FGAM
726
Financial Gravity Asset Management
Texas
$5.69K -$7.58K -131 -59%
PCMC
727
Planning Capital Management Corporation
Pennsylvania
$5.68K
VWM
728
Venturi Wealth Management
Texas
$5.17K +$3.01K +52 +173%
FFO
729
Fortitude Family Office
Arizona
$5.05K
VNA
730
Valley National Advisers
Pennsylvania
$5K
AWM
731
Abound Wealth Management
Tennessee
$4.73K
BIA
732
Bell Investment Advisors
California
$4.35K
TCA
733
Trifecta Capital Advisors
Illinois
$4.17K
GWP
734
Gen-Wealth Partners
Michigan
$3.79K +$3.47K +60 New
PCWA
735
Pacific Capital Wealth Advisors
California
$3.53K +$3.24K +56 New
NCM
736
Northwest Capital Management
Oregon
$3.15K
BCMLT
737
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.15K +$2.89K +50 New
HDIM
738
Hanson & Doremus Investment Management
Vermont
$3K +$2.78K +48 New
RS
739
Rakuten Securities
Japan
$2.65K -$83.9K -1,450 -97%
CTB
740
Country Trust Bank
Illinois
$2.65K
DPW
741
DiNuzzo Private Wealth
Pennsylvania
$2.15K
LI
742
LRI Investments
Florida
$2.08K +$1.91K +33 New
AW
743
Avion Wealth
Texas
$2K
LCM
744
Logan Capital Management
Pennsylvania
$1.93K
JGIA
745
Jackson Grant Investment Advisers
Connecticut
$1.89K
DF
746
Dunhill Financial
United Kingdom
$1.72K +$231 +4 +17%
Kayne Anderson Rudnick Investment Management
747
Kayne Anderson Rudnick Investment Management
California
$1.51K -$174 -3 -11%
HIA
748
Harbor Investment Advisory
Maryland
$1.51K
PIS
749
POM Investment Strategies
North Carolina
$1.51K
CCM
750
Chilton Capital Management
Texas
$1.45K

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.