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Nasdaq
NDAQ

Overview Fund Activity

758 hedge funds and large institutions have $30.3B invested in Nasdaq in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 292 increasing their positions, 239 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+40
Holders Change %
+5.57%
% 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
111
Increased
292
Reduced
239
Closed
63
Calls
$46.8M
Puts
$39.6M
Net Calls
+$7.23M
Net Calls Change
+$15M

Top Buyers

1
TB
1
Thoma Bravo
Illinois
$5.4B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$675M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.04B
4
BlackRock
4
BlackRock
New York
$2.1B
5
FCM
5
Farallon Capital Management
California
$532M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$264M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.34B
3
Capital World Investors
3
Capital World Investors
California
$332M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$1.53M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
726
Abound Wealth Management
Tennessee
$4.73K – – –
BIA
727
Bell Investment Advisors
California
$4.35K – – –
TCA
728
Trifecta Capital Advisors
Illinois
$4.17K – – –
GWP
729
Gen-Wealth Partners
Michigan
$3.79K +$3.79K +60 New
PCWA
730
Pacific Capital Wealth Advisors
California
$3.53K +$3.53K +56 New
NCM
731
Northwest Capital Management
Oregon
$3.16K – – –
BCMLT
732
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.16K +$3.16K +50 New
HDIM
733
Hanson & Doremus Investment Management
Vermont
$3K +$3K +48 New
RS
734
Rakuten Securities
Japan
$2.65K -$91.5K -1,450 -97%
CTB
735
Country Trust Bank
Illinois
$2.65K – – –
DPW
736
DiNuzzo Private Wealth
Pennsylvania
$2.15K – – –
LI
737
LRI Investments
Florida
$2.08K +$2.08K +33 New
AW
738
Avion Wealth
Texas
$2K – – –
LCM
739
Logan Capital Management
Pennsylvania
$1.93K – – –
JGIA
740
Jackson Grant Investment Advisers
Connecticut
$1.89K – – –
DF
741
Dunhill Financial
United Kingdom
$1.72K +$255 +4 +17%
Kayne Anderson Rudnick Investment Management
742
Kayne Anderson Rudnick Investment Management
California
$1.51K -$189 -3 -11%
HIA
743
Harbor Investment Advisory
Maryland
$1.51K – – –
PIS
744
POM Investment Strategies
North Carolina
$1.51K – – –
CCM
745
Chilton Capital Management
Texas
$1.45K – – –
TFM
746
TFC Financial Management
Massachusetts
$1.45K +$126 +2 +10%
ECM
747
Everence Capital Management
Indiana
$1.01K – – –
PIM
748
Plato Investment Management
Australia
$947 – – –
Jones Financial Companies
749
Jones Financial Companies
Missouri
$816 -$4.9K -78 -86%
PWMG
750
Prestige Wealth Management Group
New Jersey
$568 – – –
28 29
30
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