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 %
AFG
801
Allegheny Financial Group
Pennsylvania
$212K +$212K +2,368 New
RZH
802
Relyea Zuckerberg Hanson
Connecticut
$211K +$211K +2,357 New
SCM
803
Shelton Capital Management
Colorado
$210K +$210K +2,344 New
BFM
804
Boothbay Fund Management
New York
$209K +$209K +2,342 New
AW
805
Alteri Wealth
California
$209K +$209K +2,341 New
SS
806
Sunbelt Securities
Texas
$209K +$13.5K +175 +7%
TPA
807
Trivium Point Advisory
Connecticut
$209K +$209K +2,337 New
CPWA
808
Cerro Pacific Wealth Advisors
California
$208K +$208K +2,326 New
ACI
809
Alpha Cubed Investments
California
$207K +$207K +2,314 New
SOW
810
State of Wyoming
Wyoming
$206K -$7.42K -83 -3%
PA
811
PharVision Advisers
Florida
$206K -$245K -2,742 -54%
NDBT
812
North Dallas Bank & Trust
Texas
$205K +$205K +2,288 New
BCM
813
Boreal Capital Management
Florida
$203K +$203K +2,271 New
DBRC
814
D.B. Root & Company
Pennsylvania
$202K +$202K +2,263 New
CFG
815
Cooper Financial Group
California
$202K +$202K +2,254 New
FDP
816
Financiere des Professionnels
Quebec, Canada
$192K +$192K +2,150 New
AF
817
Allworth Financial
California
$182K +$78.7K +880 +76%
AA
818
Ancora Advisors
Ohio
$182K +$10.7K +120 +6%
ETC
819
Exchange Traded Concepts
Oklahoma
$162K +$49.6K +555 +44%
SC
820
SouthState Corp
Florida
$160K -$894 -10 -0.6%
CVM
821
Cheviot Value Management
California
$159K
WWM
822
Wolff Wiese Magana
California
$158K
Parallax Volatility Advisers
823
Parallax Volatility Advisers
California
$157K +$157K +1,751 New
SO
824
Sierra Ocean
California
$146K
CIAM
825
Caitong International Asset Management
Hong Kong
$138K +$8.76K +98 +7%