NDAQ icon

Nasdaq
NDAQ

Overview Fund Activity

891 hedge funds and large institutions have $36.9B invested in Nasdaq in 2024 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 330 increasing their positions, 281 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
891
Holders Change
+60
Holders Change %
+7.22%
% of All Funds
11.86%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
145
Increased
330
Reduced
281
Closed
68
Calls
$115M
Puts
$151M
Net Calls
-$35.6M
Net Calls Change
-$27.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$128M
2
BlackRock
BlackRock
New York
+$111M
3
Franklin Resources
Franklin Resources
California
+$94.8M
4
Invesco
Invesco
Georgia
+$86.6M
5
American Century Companies
American Century Companies
Missouri
+$69.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$300M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$169M
3
Jane Street
Jane Street
New York
-$134M
4
Two Sigma Investments
Two Sigma Investments
New York
-$100M
5
SCM
Sterling Capital Management
North Carolina
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MTIC
726
Missouri Trust & Investment Company
Missouri
$118K +$25.5K +330 +28%
SC
727
SouthState Corp
Florida
$116K – – –
HNB
728
Hilltop National Bank
Wyoming
$113K – – –
PFBT
729
Parkside Financial Bank & Trust
Missouri
$112K -$7.42K -96 -6%
AF
730
Allworth Financial
California
$104K +$11.4K +141 +12%
AA
731
Ancora Advisors
Ohio
$96K – – –
BTI
732
Blue Trust Inc
Georgia
$84.2K -$136K -1,757 -62%
JSAM
733
J. Safra Asset Management
New York
$82.2K – – –
CH
734
Cromwell Holdings
Wyoming
$79K – – –
UB
735
UMB Bank
Missouri
$74.1K +$26.4K +342 +56%
QL
736
Quarry LP
New York
$73.8K +$6.49K +84 +10%
LC
737
Lindbrook Capital
California
$72.4K +$1.16K +15 +2%
CAWM
738
Capital A Wealth Management
Pennsylvania
$71.9K +$71.9K +930 New
MIM
739
Marshall Investment Management
Colorado
$70.6K +$70.6K +966 New
GSWM
740
Golden State Wealth Management
California
$70.3K +$70.3K +909 New
GRP
741
Global Retirement Partners
California
$70.1K -$1.62K -21 -2%
VWM
742
Venturi Wealth Management
Texas
$70.1K +$65K +841 +1,274%
TCM
743
TruNorth Capital Management
Michigan
$69.6K – – –
ST
744
Smithfield Trust
Pennsylvania
$66K – – –
LI
745
LRI Investments
Florida
$63.3K – – –
RIL
746
Rothschild Investment LLC
Illinois
$60.5K +$3.71K +48 +7%
WT
747
Whittier Trust
California
$59.8K – – –
TLCM
748
Twin Lakes Capital Management
California
$58K – – –
FNWA
749
Financial Network Wealth Advisors
Utah
$56.6K -$39.4K -510 -41%
CCA
750
Catalyst Capital Advisors
New York
$56.1K +$27.3K +353 +95%
28 29
30
31 32