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 %
MWM
851
MorganRosel Wealth Management
Colorado
$7.51K +$7.51K +99 New
RFG
852
REAP Financial Group
Texas
$7.22K +$2.58K +34 +56%
RTL
853
Red Tortoise LLC
Georgia
$7.06K
VNA
854
Valley National Advisers
Pennsylvania
$7K +$970 +14 +16%
AWM
855
Abound Wealth Management
Tennessee
$6.77K +$1.14K +15 +20%
BIA
856
Bell Investment Advisors
California
$6.75K +$531 +7 +9%
NC
857
NewSquare Capital
Pennsylvania
$6.75K +$3.72K +49 +123%
LWANC
858
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.77K +$455 +6 +9%
KA
859
Kozak & Associates
Colorado
$5.62K +$5.62K +77 New
CWA
860
Carolina Wealth Advisors
South Carolina
$5.61K
ITIM
861
Indiana Trust & Investment Management
Indiana
$5.23K
TCA
862
Trifecta Capital Advisors
Illinois
$5.01K
BTD
863
BankPlus Trust Department
Mississippi
$4.55K -$303 -4 -6%
AAP
864
Arax Advisory Partners
Colorado
$4.4K -$17.6K -232 -80%
DJSG
865
D.J. St. Germain
Massachusetts
$4.32K +$4.32K +57 New
UCB
866
United Community Bank
South Carolina
$4.25K +$4.25K +56 New
SSB
867
Sandy Spring Bank
Maryland
$4.17K -$4.48K -59 -52%
GGI
868
Godsey & Gibb Inc
Virginia
$4.1K +$4.1K +54 New
PPA
869
Painted Porch Advisors
California
$4.1K
NCM
870
Northwest Capital Management
Oregon
$3.81K
MSWM
871
Mowery & Schoenfeld Wealth Management
Illinois
$3.64K -$531 -7 -13%
CTB
872
Country Trust Bank
Illinois
$3.19K
DPW
873
DiNuzzo Private Wealth
Pennsylvania
$3.11K -$76 -1 -2%
AW
874
Avion Wealth
Texas
$3K
SIM
875
Synergy Investment Management
Florida
$2.88K