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 %
FFA
776
Fi3 Financial Advisors
Indiana
$235K +$235K +2,623 New
TBC
777
Ted Buchan & Co
California
$234K +$234K +2,613 New
AC
778
ASB Consultores
Florida
$233K +$233K +2,606 New
SQA
779
Simon Quick Advisors
New Jersey
$232K +$232K +2,598 New
CI
780
Conning Inc
Connecticut
$231K -$8.23K -92 -3%
PCM
781
Penserra Capital Management
California
$231K -$843K -9,486 -79%
KWA
782
Kingswood Wealth Advisors
California
$229K +$229K +2,566 New
ACA
783
Aptus Capital Advisors
Alabama
$228K +$228K +2,555 New
IP
784
Isthmus Partners
Wisconsin
$228K +$228K +2,550 New
Brown Advisory
785
Brown Advisory
Maryland
$228K +$228K +2,549 New
QEI
786
QSV Equity Investors
Illinois
$227K +$227K +2,537 New
SMA
787
Sage Mountain Advisors
Georgia
$227K +$227K +2,535 New
EWA
788
EP Wealth Advisors
California
$226K +$226K +2,532 New
WBC
789
Westpac Banking Corp
Australia
$226K
OWM
790
Orgel Wealth Management
Wisconsin
$224K +$224K +2,505 New
AWE
791
Avidian Wealth Enterprises
Texas
$224K +$224K +2,500 New
HAM
792
Harmony Asset Management
Arizona
$222K +$222K +2,485 New
WB
793
WesBanco Bank
West Virginia
$222K -$30.9K -346 -12%
PSP
794
Principal Street Partners
Tennessee
$221K +$221K +2,476 New
PWM
795
Pines Wealth Management
North Carolina
$218K +$218K +2,416 New
PWM
796
Perigon Wealth Management
California
$217K +$217K +2,424 New
GPW
797
Genesis Private Wealth
Virginia
$215K +$215K +2,402 New
AFT
798
Alpha Family Trust
California
$215K +$215K +2,400 New
TC
799
TownSquare Capital
Utah
$214K -$879K -9,835 -80%
PWPS
800
Pinnacle Wealth Planning Services
Ohio
$212K +$212K +2,373 New