1,006 hedge funds and large institutions have $42.7B invested in Nasdaq in 2025 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 412 increasing their positions, 296 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+86
Holders Change %
+9.35%
% of All Funds
13.49%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
167
Increased
412
Reduced
296
Closed
67
Calls
$114M
Puts
$71.2M
Net Calls
+$43.2M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
726
Spire Wealth Management
Virginia
$302K -$684K -7,652 -69%
CI
727
CX Institutional
Indiana
$299K +$48.7K +545 +19%
GS
728
GTS Securities
New York
$298K +$298K +3,328 New
MPM
729
MBB Public Markets
Illinois
$294K -$68.2K -763 -19%
LNB
730
Ledyard National Bank
$293K -$715 -8 -0.2%
CAU
731
Caxton Associates (UK)
$288K +$288K +3,224 New
SWA
732
SFMG Wealth Advisors
Texas
$287K +$89 +1 +0%
ACM
733
AlphaStar Capital Management
North Carolina
$286K +$286K +3,200 New
AAM
734
Advisors Asset Management
Colorado
$284K +$284K +3,178 New
IWM
735
IHT Wealth Management
Illinois
$283K -$122K -1,361 -30%
AIM
736
Anchor Investment Management
South Carolina
$281K
HFM
737
Harvest Fund Management
China
$281K
AA
738
Advisory Alpha
Michigan
$280K -$41.5K -464 -13%
LGA
739
Lebenthal Global Advisors
New York
$279K +$279K +3,118 New
MAM
740
Mystic Asset Management
Rhode Island
$278K
CA
741
Claro Advisors
Massachusetts
$278K +$18.6K +208 +7%
NWA
742
New World Advisors
Massachusetts
$277K -$128K -1,437 -32%
EWM
743
Endowment Wealth Management
Wisconsin
$275K +$275K +3,070 New
TCOV
744
Trust Company of Vermont
Vermont
$272K
AWA
745
Aaron Wealth Advisors
Illinois
$271K +$271K +3,031 New
BIG
746
Brooklyn Investment Group
New York
$270K +$52.8K +591 +24%
RBC
747
Romano Brothers & Co
Illinois
$268K
CSC
748
Caldwell Sutter Capital
California
$268K
DAS
749
Dynamic Advisor Solutions
Arizona
$268K -$626 -7 -0.2%
FIM
750
Fruth Investment Management
Texas
$268K