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Nasdaq
NDAQ

Overview Fund Activity

890 hedge funds and large institutions have $36.9B invested in Nasdaq in 2024 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 329 increasing their positions, 281 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
890
Holders Change
+59
Holders Change %
+7.1%
% of All Funds
11.85%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.12%
New
145
Increased
329
Reduced
281
Closed
68
Calls
$115M
Puts
$151M
Net Calls
-$35.6M
Net Calls Change
-$27.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$465M
2
BlackRock
BlackRock
New York
$2.73B
3
Franklin Resources
Franklin Resources
California
$802M
4
Invesco
Invesco
Georgia
$302M
5
American Century Companies
American Century Companies
Missouri
$184M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.7B
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$0
3
Jane Street
Jane Street
New York
$721K
4
Two Sigma Investments
Two Sigma Investments
New York
$68.8M
5
SCM
Sterling Capital Management
North Carolina
$63.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
826
Red Tortoise LLC
Georgia
$7.19K – – –
TAM
827
Tucker Asset Management
Colorado
$6.65K +$6.65K +86 New
BIA
828
Bell Investment Advisors
California
$6.34K +$464 +6 +8%
VNA
829
Valley National Advisers
Pennsylvania
$6K – – –
AWM
830
Abound Wealth Management
Tennessee
$5.72K -$77 -1 -1%
CWA
831
Carolina Wealth Advisors
South Carolina
$5.72K – – –
OC
832
Oarsman Capital
Wisconsin
$5.49K +$5.49K +71 New
LWANC
833
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.41K +$77 +1 +1%
ITIM
834
Indiana Trust & Investment Management
Indiana
$5.33K – – –
HPC
835
HM Payson & Co
Maine
$5.18K +$3.32K +43 +179%
TCA
836
Trifecta Capital Advisors
Illinois
$5.1K – – –
BTD
837
BankPlus Trust Department
Mississippi
$4.95K +$4.95K +64 New
CAM
838
Creekmur Asset Management
Illinois
$4.87K – – –
RFG
839
REAP Financial Group
Texas
$4.72K +$4.72K +61 New
MSWM
840
Mowery & Schoenfeld Wealth Management
Illinois
$4.25K +$4.25K +55 New
PPA
841
Painted Porch Advisors
California
$4.18K – – –
CAS
842
Coppell Advisory Solutions
Texas
$4.1K – – –
Lazard Asset Management
843
Lazard Asset Management
New York
$4K -$460K -6,210 -99%
BCMLT
844
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.89K – – –
NCM
845
Northwest Capital Management
Oregon
$3.87K – – –
SC
846
Stephens Consulting
Michigan
$3.71K – – –
DF
847
Dunhill Financial
United Kingdom
$3.58K +$1.32K +17 +59%
DPW
848
DiNuzzo Private Wealth
Pennsylvania
$3.25K – – –
CTB
849
Country Trust Bank
Illinois
$3.25K – – –
NC
850
NewSquare Capital
Pennsylvania
$3.09K +$3.09K +40 New
32 33
34
35 36