920 hedge funds and large institutions have $36.5B invested in Nasdaq in 2025 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 379 increasing their positions, 287 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
920
Holders Change
+29
Holders Change %
+3.25%
% of All Funds
12.5%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
129
Increased
379
Reduced
287
Closed
83
Calls
$111M
Puts
$89.3M
Net Calls
+$21.8M
Net Calls Change
+$57.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
751
Geneos Wealth Management
Colorado
$98.9K +$88.8K +1,170 +873%
ETC
752
Exchange Traded Concepts
Oklahoma
$95.1K +$43.5K +574 +84%
OWP
753
ORG Wealth Partners
Texas
$91.5K +$91.5K +1,203 New
BTI
754
Blue Trust Inc
Georgia
$90.1K +$7.51K +99 +9%
SIM
755
Sentry Investment Management
Wisconsin
$89K -$26.6K -394 -23%
AF
756
Allworth Financial
California
$86.7K -$9.79K -131 -10%
TH
757
TCTC Holdings
Texas
$86K +$45.6K +601 +113%
JSAM
758
J. Safra Asset Management
New York
$80.6K
CCA
759
Catalyst Capital Advisors
New York
$79.9K +$24.8K +327 +45%
CH
760
Cromwell Holdings
Wyoming
$79K +$1.52K +20 +2%
FNWA
761
Financial Network Wealth Advisors
Utah
$77.5K +$21.9K +289 +39%
UB
762
UMB Bank
Missouri
$76.2K +$3.57K +47 +5%
IIM
763
Intact Investment Management
Quebec, Canada
$75.9K +$75.9K +1,000 New
LFG
764
Larson Financial Group
Missouri
$75.1K +$28.6K +377 +62%
MIM
765
Marshall Investment Management
Colorado
$73.8K +$455 +6 +0.6%
GSWM
766
Golden State Wealth Management
California
$69K
TCM
767
TruNorth Capital Management
Michigan
$68.3K
WT
768
Whittier Trust
California
$68.3K +$9.56K +126 +16%
ST
769
Smithfield Trust
Pennsylvania
$64K
LI
770
LRI Investments
Florida
$62.1K
RIL
771
Rothschild Investment LLC
Illinois
$57.5K -$1.9K -25 -3%
WF
772
Wayfinding Financial
Washington
$56K +$56K +742 New
WTC
773
WhitTier Trust Company
Nevada
$54.6K
SHF
774
Safe Harbor Fiduciary
Florida
$54.4K
CA
775
CoreCap Advisors
Michigan
$53.9K +$3.03K +40 +6%