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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
Capstone Investment Advisors
826
Capstone Investment Advisors
New York
$214K
OWM
827
Orgel Wealth Management
Wisconsin
$213K
PIA
828
Perennial Investment Advisors
California
$212K
WB
829
WesBanco Bank
West Virginia
$212K
BRWA
830
B. Riley Wealth Advisors
Florida
$210K
WA
831
Waddell & Associates
Tennessee
$209K
KCP
832
Kera Capital Partners
California
$209K
EI
833
Ellevest Inc
New York
$206K
PWPS
834
Pinnacle Wealth Planning Services
Ohio
$206K
BFM
835
Boothbay Fund Management
New York
$206K
AFT
836
Alpha Family Trust
California
$204K
WC
837
Waterloo Capital
Texas
$202K
WBC
838
Westpac Banking Corp
Australia
$201K
AFG
839
Allegheny Financial Group
Pennsylvania
$201K
OWP
840
ORG Wealth Partners
Texas
$197K
MUMSS
841
Mitsubishi UFJ Morgan Stanley Securities
Japan
$190K
TSMHT
842
Thurston Springer Miller Herd & Titak
Indiana
$190K
RIL
843
Rothschild Investment LLC
Illinois
$176K
AF
844
Alerus Financial
North Dakota
$175K
AA
845
Ancora Advisors
Ohio
$167K
CCA
846
Catalyst Capital Advisors
New York
$167K
JSAM
847
J. Safra Asset Management
New York
$165K
MCP
848
Miller Capital Partners
Michigan
$164K
QC
849
Quent Capital
New York
$162K
UB
850
UMB Bank
Missouri
$161K