920 hedge funds and large institutions have $36.5B invested in Nasdaq in 2025 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 379 increasing their positions, 287 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
920
Holders Change
+29
Holders Change %
+3.25%
% of All Funds
12.5%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
129
Increased
379
Reduced
287
Closed
83
Calls
$111M
Puts
$89.3M
Net Calls
+$21.8M
Net Calls Change
+$57.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SCB
826
Saudi Central Bank
Saudi Arabia
$12.9K +$12.9K +170 New
BGAI
827
Bruce G. Allen Investments
Colorado
$12.5K -$1.29K -17 -9%
AIC
828
Archer Investment Corporation
Indiana
$11.8K
CFO
829
CVA Family Office
Colorado
$11.8K -$2.35K -31 -17%
CFD
830
Creative Financial Designs
Indiana
$11.8K +$379 +5 +3%
CWP
831
Concord Wealth Partners
Virginia
$11.4K -$10.5K -138 -48%
ATC
832
Adirondack Trust Company
New York
$11.4K
PWMG
833
Private Wealth Management Group
New Jersey
$11.2K +$76 +1 +0.7%
CYG
834
Clean Yield Group
Vermont
$11.1K
VCM
835
Versant Capital Management
Arizona
$10.8K
CW
836
Curio Wealth
Maryland
$10.4K -$1.4M -134 -99%
OAJ
837
Ogorek Anthony Joseph
New York
$10K +$10K +142 New
CFP
838
Comprehensive Financial Planning
Pennsylvania
$9.84K
MFT
839
Moisand Fitzgerald Tamayo
Florida
$9.56K
CWC
840
Carolinas Wealth Consulting
North Carolina
$9.48K -$4.17K -55 -31%
RF
841
Rossby Financial
Florida
$9.35K +$9.35K +124 New
CPG
842
Cornerstone Planning Group
New Jersey
$8.67K +$1.18K +16 +16%
CTWM
843
Cherry Tree Wealth Management
Minnesota
$8.65K
MSWA
844
Marshall & Sterling Wealth Advisors
New York
$7.81K +$7.81K +103 New
FFL
845
Financial Freedom LLC
Ohio
$7.78K +$76 +1 +1%
1NWS
846
1 North Wealth Services
Maryland
$7.74K +$7.74K +102 New
YDMI
847
Y.D. More Investments
Israel
$7.7K +$808 +71 +12%
BCMLT
848
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.7K +$3.89K +51 +102%
EB
849
Eastern Bank
Massachusetts
$7.59K
WA
850
WPG Advisers
Maryland
$7.51K +$6.37K +84 +560%