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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
10.9%
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 %
LCM
726
Logan Capital Management
Pennsylvania
$1.85K – – –
JGIA
727
Jackson Grant Investment Advisers
Connecticut
$1.81K – – –
FW
728
Fairway Wealth
Ohio
$1.81K +$1.81K +30 New
HIA
729
Harbor Investment Advisory
Maryland
$1.69K +$241 +4 +17%
DF
730
Dunhill Financial
United Kingdom
$1.69K +$60 +1 +4%
SIC
731
SJS Investment Consulting
Ohio
$1.57K -$16.6K -275 -91%
PIS
732
POM Investment Strategies
North Carolina
$1.45K – – –
TFM
733
TFC Financial Management
Massachusetts
$1.39K – – –
ATPW
734
Ashton Thomas Private Wealth
Arizona
$1.33K +$1.33K +22 New
NL
735
NVWM LLC
Pennsylvania
$1.09K +$784 +13 +260%
SFCL
736
Strengthening Families & Communities LLC
Massachusetts
$1K +$1K +11 New
ECM
737
Everence Capital Management
Indiana
$958 – – –
Kayne Anderson Rudnick Investment Management
738
Kayne Anderson Rudnick Investment Management
California
$904 -$542 -9 -38%
PIM
739
Plato Investment Management
Australia
$904 – – –
RAM
740
Riggs Asset Management
Pennsylvania
$844 +$844 +14 New
FGAM
741
Financial Gravity Asset Management
Texas
$663 -$4.82K -80 -88%
PWMG
742
Prestige Wealth Management Group
New Jersey
$543 – – –
VWA
743
Valued Wealth Advisors
Utah
$543 – – –
WA
744
WestEnd Advisors
North Carolina
$362 +$302 +5 +500%
RWMG
745
Redwood Wealth Management Group
New Jersey
$301 +$301 +5 New
GWSG
746
GPS Wealth Strategies Group
Colorado
$181 +$181 +3 New
RWM
747
Ruedi Wealth Management
Illinois
$181 +$181 +3 New
HCP
748
Hexagon Capital Partners
Arkansas
$98 -$98 -2 -50%
CSWM
749
Cassady Schiller Wealth Management
Ohio
$60 – – –
PCFFS
750
Pacific Center for Financial Services
California
$18 -$10 – –
28 29
30
31 32