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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
SW
801
Simplicity Wealth
New Jersey
$237K
IWM
802
IHT Wealth Management
Illinois
$236K
OFO
803
OneAscent Family Office
Alabama
$235K
DAS
804
Diversify Advisory Services
Utah
$234K
LAM
805
L2 Asset Management
Massachusetts
$234K
OCA
806
OpenArc Corporate Advisory
Georgia
$234K
SAM
807
Smartleaf Asset Management
Massachusetts
$233K
KWM
808
Kingsview Wealth Management
Oregon
$233K
CA
809
Clearstead Advisors
Ohio
$230K
AOWM
810
Asset One Wealth Management
Washington
$230K
BA
811
Bridgewater Advisors
New York
$228K
CTC
812
Central Trust Company
Missouri
$224K
PFM
813
Patton Fund Management
Texas
$224K
LMFP
814
Larry Mathis Financial Planning
Arizona
$223K
HWP
815
Hibernia Wealth Partners
Louisiana
$222K
BBA
816
Baader Bank Aktiengesellschaft
Germany
$222K
TBC
817
Ted Buchan & Co
California
$222K
GG
818
Greenwood Gearhart
Arkansas
$221K
CAM
819
Claret Asset Management
Quebec, Canada
$221K
AA
820
AlphaCentric Advisors
Puerto Rico
$221K
SCM
821
Stevens Capital Management
Pennsylvania
$219K
LA
822
LVW Advisors
New York
$217K
PCM
823
Penserra Capital Management
California
$216K
CFG
824
Cooper Financial Group
California
$215K
Twin Tree Management
825
Twin Tree Management
Texas
$215K