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931 hedge funds and large institutions have $36.9B invested in Nasdaq in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 387 increasing their positions, 292 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 83

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

33% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 292

24% more call options, than puts

Call options by funds: $111M | Put options by funds: $89.3M

3% more funds holding

Funds holding: 903931 (+28)

1.35% more ownership

Funds ownership: 83.21%84.56% (+1.3%)

0% less capital invested

Capital invested by funds: $37B → $36.9B (-$122M)

Holders
931
Holders Change
+28
Holders Change %
+3.1%
% of All Funds
12.48%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
124
Increased
387
Reduced
292
Closed
83
Calls
$111M
Puts
$89.3M
Net Calls
+$21.8M
Net Calls Change
+$57.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
851
Cherry Tree Wealth Management
Minnesota
$8.65K
CAIM
852
Catherine Avery Investment Management
Florida
$8.5K
MSWA
853
Marshall & Sterling Wealth Advisors
New York
$7.81K +$8.11K +103 New
FFL
854
Financial Freedom LLC
Ohio
$7.78K +$79 +1 +1%
1NWS
855
1 North Wealth Services
Maryland
$7.74K +$8.03K +102 New
YDMI
856
Y.D. More Investments
Israel
$7.7K +$5.59K +71 +12%
BCMLT
857
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.7K +$4.01K +51 +102%
EB
858
Eastern Bank
Massachusetts
$7.59K
WA
859
WPG Advisers
Maryland
$7.51K +$6.61K +84 +560%
MWM
860
MorganRosel Wealth Management
Colorado
$7.51K +$7.79K +99 New
RFG
861
REAP Financial Group
Texas
$7.22K +$2.67K +34 +56%
RTL
862
Red Tortoise LLC
Georgia
$7.05K
VNA
863
Valley National Advisers
Pennsylvania
$7K +$1.1K +14 +16%
AWM
864
Abound Wealth Management
Tennessee
$6.77K +$1.18K +15 +20%
BIA
865
Bell Investment Advisors
California
$6.75K +$551 +7 +9%
NC
866
NewSquare Capital
Pennsylvania
$6.75K +$3.86K +49 +123%
LWANC
867
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.77K +$472 +6 +9%
KA
868
Kozak & Associates
Colorado
$5.62K +$6.06K +77 New
CWA
869
Carolina Wealth Advisors
South Carolina
$5.61K
ITIM
870
Indiana Trust & Investment Management
Indiana
$5.23K
TCA
871
Trifecta Capital Advisors
Illinois
$5.01K
BTD
872
BankPlus Trust Department
Mississippi
$4.55K -$315 -4 -6%
AAP
873
Arax Advisory Partners
Colorado
$4.4K -$18.3K -232 -80%
DJSG
874
D.J. St. Germain
Massachusetts
$4.32K +$4.49K +57 New
UCB
875
United Community Bank
South Carolina
$4.25K +$4.41K +56 New

NDAQ Hedge Fund Activity: Q1 2025 in Review

931 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q1 2025, worth a combined $36.9B — down 0.33% from $37B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new NDAQ positions and 83 closed out — a net gain of 41 holders — while 387 added to existing stakes and 292 trimmed.

The largest buyer was Bank of America, adding an estimated $184M. The largest seller was Wellington Management Group, cutting an estimated $175M.

  • 931 institutional investors held Nasdaq (NDAQ) as of Q1 2025, up from 903 in Q4 2024.
  • Funds reported $36.9B of Nasdaq stock for Q1 2025, down 0.33% quarter-over-quarter.
  • 124 funds opened new Nasdaq positions in Q1 2025 and 83 closed out, a net change of +41 holders.
  • The largest Nasdaq buyer in Q1 2025 was Bank of America, an estimated $184M added.
  • The largest Nasdaq seller in Q1 2025 was Wellington Management Group, an estimated $175M sold.

Based on aggregated 13F filings for Q1 2025.