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1,086 hedge funds and large institutions have $39.7B invested in Nasdaq in 2026 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 396 increasing their positions, 403 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.84% less ownership

Funds ownership: 84.16%82.32% (-1.8%)

15% less capital invested

Capital invested by funds: $46.7B → $39.7B (-$7B)

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
1,086
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$155M
Puts
$64.7M
Net Calls
Net Calls Change

Top Buyers

1 +$281M
2 +$162M
3 +$128M
4
Morgan Stanley
Morgan Stanley
New York
+$88.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$78.5M

Top Sellers

1 -$290M
2 -$250M
3 -$127M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$124M
5
BlackRock
BlackRock
New York
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
CSI
751
Cross Staff Investments
New York
$297K
DWM
752
Dakota Wealth Management
Florida
$296K
PS
753
Principal Securities
Iowa
$294K
BCM
754
Brookstone Capital Management
Illinois
$291K
KFS
755
Keynote Financial Services
Connecticut
$291K
PFBT
756
Parkside Financial Bank & Trust
Missouri
$287K
AG
757
AlTi Global
New York
$287K
DIM
758
Delta Investment Management
California
$284K
CA
759
Claro Advisors
Massachusetts
$281K
BTI
760
Blue Trust Inc
Georgia
$280K
IRC
761
Investors Research Corp
Georgia
$280K
CIC
762
Carnegie Investment Counsel
Ohio
$279K
LNB
763
Ledyard National Bank
$278K
AWA
764
Aaron Wealth Advisors
Illinois
$277K
HSA
765
HBK Sorce Advisory
Pennsylvania
$277K
CW
766
CreativeOne Wealth
Kansas
$277K
ETC
767
Exchange Traded Concepts
Oklahoma
$277K
PP
768
PDS Planning
Ohio
$276K
FMI
769
Frec Markets Inc
California
$273K
SWA
770
SFMG Wealth Advisors
Texas
$273K
AIM
771
Anchor Investment Management
South Carolina
$267K
GPW
772
Genesis Private Wealth
Virginia
$265K
MAM
773
Mystic Asset Management
Rhode Island
$264K
CFP
774
Catalyst Financial Partners
Massachusetts
$264K
BHC
775
Bull Harbor Capital
Maryland
$261K