921 hedge funds and large institutions have $36.5B invested in Nasdaq in 2025 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 379 increasing their positions, 287 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
+30
Holders Change %
+3.37%
% of All Funds
12.51%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
130
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 %
PWA
901
Principia Wealth Advisory
Texas
$1.01K +$432 +6 +75%
ACA
902
American Capital Advisory
Idaho
$911 +$911 +12 New
WA
903
WestEnd Advisors
North Carolina
$910 +$303 +4 +50%
TWD
904
True Wealth Design
Ohio
$835 +$835 +11 New
S
905
Sachetta
Massachusetts
$759
PWMG
906
Prestige Wealth Management Group
New Jersey
$683
VWA
907
Valued Wealth Advisors
Utah
$683
GA
908
GoalVest Advisory
New York
$683 +$683 +9 New
ADL
909
Asset Dedication LLC
California
$683 +$683 +9 New
OW
910
Olistico Wealth
Oklahoma
$683 +$683 +9 New
BFS
911
Bare Financial Services
Pennsylvania
$683 +$683 +9 New
WW
912
Winnow Wealth
Texas
$661 +$220 +3 +50%
BHWM
913
Bay Harbor Wealth Management
Maryland
$606 +$606 +8 New
PCTC
914
Perkins Coie Trust Company
Washington
$455 +$455 +6 New
Q1WB
915
Quest 10 Wealth Builders
Virginia
$416 +$416 +5 New
PWM
916
Parkworth Wealth Management
California
$379
OCM
917
Osterweis Capital Management
California
$379 +$379 +5 New
DWM
918
Dogwood Wealth Management
Kansas
$379 +$379 +5 New
HIA
919
HFM Investment Advisors
New Jersey
$304 +$304 +4 New
CIA
920
Cape Investment Advisory
Georgia
$76
GWSG
921
GPS Wealth Strategies Group
Colorado
$76 +$76 +1 New
Norges Bank
922
Norges Bank
Norway
-$424M -5,488,101 Closed
Holocene Advisors
923
Holocene Advisors
New York
-$43.1M -557,730 Closed
SCM
924
Steadfast Capital Management
New York
-$34.4M -445,000 Closed
GC
925
Gillson Capital
Illinois
-$15.3M -198,295 Closed