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 %
HCM
751
Howard Capital Management
Georgia
$267K +$267K +2,981 New
OFO
752
OneAscent Family Office
Alabama
$264K +$264K +2,949 New
WTB
753
Washington Trust Bank
Washington
$262K -$13.9K -155 -5%
WCG
754
Weaver Consulting Group
California
$261K +$179 +2 +0.1%
PFM
755
Patton Fund Management
Texas
$261K +$261K +2,922 New
FMLI
756
Fukoku Mutual Life Insurance
Japan
$261K
VIA
757
Victrix Investment Advisors
Florida
$259K
LP
758
LMR Partners
United Kingdom
$256K +$256K +2,858 New
CAMG
759
CWA Asset Management Group
Florida
$254K +$254K +2,845 New
PCA
760
Peddock Capital Advisors
Massachusetts
$253K
DIM
761
Delta Investment Management
California
$252K +$252K +2,816 New
CTC
762
Central Trust Company
Missouri
$252K -$26.4K -295 -9%
LFM
763
LGT Fund Management
Liechtenstein
$251K -$1.76M -19,670 -88%
LAM
764
Longboard Asset Management
Arizona
$246K +$1.79K +20 +0.7%
HSA
765
HBK Sorce Advisory
Pennsylvania
$244K +$244K +2,734 New
RFN
766
Redwood Financial Network
Ohio
$244K +$268 +3 +0.1%
ET
767
Equitable Trust
Tennessee
$244K
PAM
768
Panagora Asset Management
Massachusetts
$244K -$193K -2,161 -44%
ODA
769
One Degree Advisors
California
$243K -$357 -4 -0.1%
PIA
770
Perennial Investment Advisors
California
$243K +$243K +2,717 New
IAN
771
Integrated Advisors Network
Texas
$243K -$10.6K -118 -4%
NL
772
NWAM LLC
Washington
$242K +$242K +2,526 New
PP
773
PDS Planning
Ohio
$241K -$9.3K -104 -4%
KWM
774
Kingsview Wealth Management
Oregon
$239K +$239K +2,672 New
CAM
775
Claret Asset Management
Quebec, Canada
$236K -$65.5K -733 -22%