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 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+85
Holders Change %
+9.23%
% 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
68
Calls
$114M
Puts
$71.2M
Net Calls
+$43.2M
Net Calls Change
+$21.4M
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
826
Larson Financial Group
Missouri
$137K +$48.8K +546 +55%
MTIC
827
Missouri Trust & Investment Company
Missouri
$137K
TCOT
828
Trust Company of Toledo
Ohio
$136K +$136K +1,525 New
PFBT
829
Parkside Financial Bank & Trust
Missouri
$133K +$5.1K +57 +4%
UB
830
UMB Bank
Missouri
$131K +$41.5K +464 +46%
NS
831
NBC Securities
Alabama
$128K -$773K -8,691 -86%
LC
832
Lavaca Capital
Texas
$125K +$125K +1,400 New
SIM
833
Sentry Investment Management
Wisconsin
$117K
SAM
834
Smartleaf Asset Management
Massachusetts
$115K -$113K -1,266 -49%
MSE
835
MUFG Securities EMEA
United Kingdom
$109K +$109K +1,219 New
HNB
836
Hilltop National Bank
Wyoming
$109K +$109K +1,216 New
GRP
837
Global Retirement Partners
California
$108K +$108K +1,204 New
BTI
838
Blue Trust Inc
Georgia
$105K -$984 -11 -0.9%
TH
839
TCTC Holdings
Texas
$101K
OWP
840
ORG Wealth Partners
Texas
$98.9K -$8.09K -91 -8%
CH
841
Cromwell Holdings
Wyoming
$95.5K +$2.33K +26 +2%
JSAM
842
J. Safra Asset Management
New York
$94.6K
TPCW
843
TD Private Client Wealth
New York
$93.4K +$44.2K +494 +90%
FNWA
844
Financial Network Wealth Advisors
Utah
$93.2K +$1.88K +21 +2%
OCM
845
Osterweis Capital Management
California
$89.4K +$89K +995 +19,900%
RIL
846
Rothschild Investment LLC
Illinois
$81.5K +$13.7K +153 +20%
GSWM
847
Golden State Wealth Management
California
$81.3K
TCM
848
TruNorth Capital Management
Michigan
$80.5K
WT
849
Whittier Trust
California
$80.5K
OL
850
OneFund LLC
Florida
$79K +$79K +884 New