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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
TFM
751
TFC Financial Management
Massachusetts
$1.45K +$116 +2 +10%
ECM
752
Everence Capital Management
Indiana
$1.01K
PIM
753
Plato Investment Management
Australia
$947
Jones Financial Companies
754
Jones Financial Companies
Missouri
$816 -$4.51K -78 -86%
PWMG
755
Prestige Wealth Management Group
New Jersey
$568
VWA
756
Valued Wealth Advisors
Utah
$568
CTA
757
Colonial Trust Advisors
South Carolina
$505 -$58 -1 -11%
TWP
758
TFO Wealth Partners
Ohio
$442
AssetMark Inc
759
AssetMark Inc
California
$379 -$1.22K -21 -78%
NL
760
NVWM LLC
Pennsylvania
$316 +$289 +5 New
HCP
761
Hexagon Capital Partners
Arkansas
$252 +$231 +4 New
CSWM
762
Cassady Schiller Wealth Management
Ohio
$63 +$58 +1 New
WA
763
WestEnd Advisors
North Carolina
$63 +$58 +1 New
PCFFS
764
Pacific Center for Financial Services
California
$10
DWM
765
Dogwood Wealth Management
Kansas
$2
CM
766
Churchill Management
California
-$8.4M -144,513 Closed
NRCM
767
Northern Right Capital Management
Connecticut
-$7.85M -135,000 Closed
WMSA
768
Weiss Multi-Strategy Advisers
New York
-$5.2M -89,375 Closed
PMEF
769
Point72 Middle East FZE
United Arab Emirates
-$4.52M -77,800 Closed
MIH
770
Meitav Investment House
Israel
-$3.66M -62,923 Closed
Capital Fund Management (CFM)
771
Capital Fund Management (CFM)
France
-$3.04M -52,558 Closed
BCM
772
Bayesian Capital Management
New York
-$3.02M -52,017 Closed
PHK
773
Point72 Hong Kong
Hong Kong
-$2.41M -41,443 Closed
FCM
774
Fortis Capital Management
Washington
-$1.7M -29,257 Closed
CWP
775
Cyndeo Wealth Partners
Florida
-$1.54M -26,550 Closed

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.