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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 %
SSG
901
Summit Securities Group
New York
$24.9K +$24.9K +278 New
AWM
902
AllSquare Wealth Management
New York
$24.7K – – –
RFG
903
REAP Financial Group
Texas
$24.4K +$15.9K +177 +186%
RA
904
Rise Advisors
New York
$23.2K +$2.24K +25 +11%
FFO
905
Fortitude Family Office
Arizona
$22K +$2.59K +29 +13%
RCM
906
Raleigh Capital Management
North Carolina
$21.2K -$2.51K -28 -11%
FMII
907
Farmers & Merchants Investments Inc
Nebraska
$18.8K – – –
RFA
908
Reyes Financial Architecture
California
$17.9K +$17.9K +200 New
GKIM
909
GW&K Investment Management
Massachusetts
$17K +$720 +8 +4%
BWL
910
Bogart Wealth LLC
Virginia
$16.4K -$446 -5 -3%
BOJHT
911
Bank of Jackson Hole Trust
Wyoming
$16.1K – – –
AF
912
Alerus Financial
North Dakota
$15.7K -$2.41M -26,979 -99%
NC
913
NewSquare Capital
Pennsylvania
$15.4K +$7.42K +83 +93%
RF
914
Rossby Financial
Florida
$15K +$3.94K +44 +35%
CWP
915
Concord Wealth Partners
Virginia
$14.5K +$1.08K +12 +8%
MPW
916
MASECO Private Wealth
$14.4K +$14.4K +161 New
WIM
917
Westside Investment Management
California
$14.1K +$12.3K +138 +657%
AIC
918
Archer Investment Corporation
Indiana
$14K – – –
VCM
919
Versant Capital Management
Arizona
$13.6K +$894 +10 +7%
CFD
920
Creative Financial Designs
Indiana
$13.4K -$447 -5 -3%
ATC
921
Adirondack Trust Company
New York
$13.4K – – –
PWMG
922
Private Wealth Management Group
New Jersey
$13.1K -$89 -1 -0.7%
CYG
923
Clean Yield Group
Vermont
$13.1K – – –
RA
924
Rational Advisors
New York
$12.9K +$12.9K +144 New
CPG
925
Cornerstone Planning Group
New Jersey
$12.8K +$1.45K +15 +13%
35 36
37
38 39