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763 hedge funds and large institutions have $30.3B invested in Nasdaq in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 293 increasing their positions, 241 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 64

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

22% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 241

19% more capital invested

Capital invested by funds: $25.6B → $30.3B (+$4.75B)

18% more call options, than puts

Call options by funds: $46.8M | Put options by funds: $39.6M

7.33% more ownership

Funds ownership: 76.14%83.48% (+7.3%)

6% more funds holding

Funds holding: 723763 (+40)

Holders
763
Holders Change
+40
Holders Change %
+5.53%
% of All Funds
10.99%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
112
Increased
293
Reduced
241
Closed
64
Calls
$46.8M
Puts
$39.6M
Net Calls
+$7.23M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
BOSSRA
801
B.O.S.S. Retirement Advisors
Utah
-$248K -4,258 Closed
MYLI
802
Meiji Yasuda Life Insurance
Japan
-$238K -4,100 Closed
SCM
803
Shelton Capital Management
Colorado
-$228K -3,915 Closed
Parallax Volatility Advisers
804
Parallax Volatility Advisers
California
-$202K -3,479 Closed
PVH
805
Psagot Value Holdings
Israel
-$175K -3,000 Closed
UFF
806
USA Financial Formulas
Michigan
-$103K -1,775 Closed
SOW
807
State of Wyoming
Wyoming
-$96.3K -1,656 Closed
LA
808
LM Advisors
California
-$78.5K -1,350 Closed
TWM
809
Tradition Wealth Management
Minnesota
-$62K -1,063 Closed
KI
810
Kapitalo Investimentos
Brazil
-$57.8K -994 Closed
CG
811
Cutler Group
California
-$52.1K -900 Closed
WTG
812
West Tower Group
Virginia
-$39.4K -677 Closed
NMG
813
New Millennium Group
Utah
-$32.6K -560 Closed
TCWA
814
Turtle Creek Wealth Advisors
Texas
-$28.9K -497 Closed
GWS
815
Glassman Wealth Services
Virginia
-$23.2K -399 Closed
RFA
816
Resurgent Financial Advisors
Georgia
-$21.8K -375 Closed
ASBI
817
American State Bank (Iowa)
Iowa
-$21.7K -373 Closed
PAS
818
Point72 Asia (Singapore)
Singapore
-$21.3K -367 Closed
SA
819
Scarborough Advisors
Maryland
-$13.9K -240 Closed
AFS
820
Annapolis Financial Services
Maryland
-$7.85K -135 Closed
TSW
821
Thompson Siegel & Walmsley
Virginia
-$8K -129 Closed
RFG
822
RFP Financial Group
Georgia
-$6.05K -104 Closed
EP
823
Elkhorn Partners
Nebraska
-$6K -100 Closed
FWM
824
Focused Wealth Management
New York
-$5.81K -100 Closed
LIWM
825
Long Island Wealth Management
New York
-$5K -91 Closed

NDAQ Hedge Fund Activity: Q1 2024 in Review

763 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q1 2024, worth a combined $30.3B — up 19% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new NDAQ positions and 64 closed out — a net gain of 48 holders — while 293 added to existing stakes and 241 trimmed.

The largest buyer was Thoma Bravo, adding an estimated $807M. The largest seller was Morgan Stanley, cutting an estimated $312M.

  • 763 institutional investors held Nasdaq (NDAQ) as of Q1 2024, up from 723 in Q4 2023.
  • Funds reported $30.3B of Nasdaq stock for Q1 2024, up 19% quarter-over-quarter.
  • 112 funds opened new Nasdaq positions in Q1 2024 and 64 closed out, a net change of +48 holders.
  • The largest Nasdaq buyer in Q1 2024 was Thoma Bravo, an estimated $807M added.
  • The largest Nasdaq seller in Q1 2024 was Morgan Stanley, an estimated $312M sold.

Based on aggregated 13F filings for Q1 2024.