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Nasdaq
NDAQ

Overview Fund Activity

1,006 hedge funds and large institutions have $42.7B invested in Nasdaq in 2025 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 412 increasing their positions, 296 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+85
Holders Change %
+9.23%
% of All Funds
13.49%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
167
Increased
412
Reduced
296
Closed
68
Calls
$114M
Puts
$71.2M
Net Calls
+$43.2M
Net Calls Change
+$21.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.69B
2
Jane Street
Jane Street
New York
$644M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.44B
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.99B
5
Neuberger Berman Group
Neuberger Berman Group
New York
$241M

Top Sellers

1
TB
Thoma Bravo
Illinois
$0
2
Capital World Investors
Capital World Investors
California
$13.2M
3
Invesco
Invesco
Georgia
$403M
4
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$230M
5
Harris Associates
Harris Associates
Illinois
$695M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
876
Salem Investment Counselors
North Carolina
$38.1K – – –
MAM
877
Meeder Asset Management
Ohio
$38.1K +$38.1K +426 New
BC
878
Bayforest Capital
United Kingdom
$37.3K +$37.3K +417 New
AGWCA
879
Annis Gardner Whiting Capital Advisors
Florida
$36.6K -$226K -2,525 -86%
AF
880
Advisornet Financial
Minnesota
$36.3K +$2.95K +33 +9%
CAL
881
Capital Advisors Ltd
Ohio
$36K -$442 -5 -1%
FCAS
882
First Command Advisory Services
Texas
$34.9K – – –
PWA
883
Physician Wealth Advisors
Utah
$34.7K +$1.7K +19 +5%
EPAM
884
Evelyn Partners Asset Management
$34.6K +$25.2K +282 +269%
HCM
885
Hollencrest Capital Management
California
$34.1K -$25.2K -282 -43%
RS
886
Rakuten Securities
Japan
$33.2K +$1.79K +20 +6%
CFO
887
CVA Family Office
Colorado
$32.9K +$19K +213 +137%
GBT
888
Grove Bank & Trust
Florida
$31.4K +$2.15K +24 +7%
DMBA
889
Deseret Mutual Benefit Administrators
Utah
$31.2K – – –
BCWM
890
Bartlett & Co Wealth Management
Ohio
$30.9K -$715 -8 -2%
OWA
891
Opal Wealth Advisors
New York
$30.8K – – –
HWP
892
Highline Wealth Partners
California
$30.7K +$447 +5 +1%
AIM
893
Access Investment Management
Georgia
$27.6K +$27.6K +309 New
TPWA
894
Twin Peaks Wealth Advisors
California
$27.3K +$27.3K +284 New
FAM
895
Flaharty Asset Management
Florida
$27.3K – – –
MA
896
MCF Advisors
Kentucky
$26.8K – – –
HWM
897
Hemington Wealth Management
Virginia
$26K +$2.81K +32 +12%
BGAI
898
Bruce G. Allen Investments
Colorado
$25.5K +$10.7K +120 +73%
MCM
899
MV Capital Management
Maryland
$25.3K -$179 -2 -0.7%
FRA
900
Front Row Advisors
California
$25.2K +$25.2K +282 New
34 35
36
37 38