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 %
ACA
901
American Capital Advisory
Idaho
$911 +$911 +12 New
WA
902
WestEnd Advisors
North Carolina
$910 +$303 +4 +50%
TWD
903
True Wealth Design
Ohio
$835 +$835 +11 New
S
904
Sachetta
Massachusetts
$759
PWMG
905
Prestige Wealth Management Group
New Jersey
$683
VWA
906
Valued Wealth Advisors
Utah
$683
GA
907
GoalVest Advisory
New York
$683 +$683 +9 New
BFS
908
Bare Financial Services
Pennsylvania
$683 +$683 +9 New
ADL
909
Asset Dedication LLC
California
$683 +$683 +9 New
OW
910
Olistico Wealth
Oklahoma
$683 +$683 +9 New
WW
911
Winnow Wealth
Texas
$661 +$220 +3 +50%
BHWM
912
Bay Harbor Wealth Management
Maryland
$606 +$606 +8 New
PCTC
913
Perkins Coie Trust Company
Washington
$455 +$455 +6 New
Q1WB
914
Quest 10 Wealth Builders
Virginia
$416 +$416 +5 New
PWM
915
Parkworth Wealth Management
California
$379
OCM
916
Osterweis Capital Management
California
$379 +$379 +5 New
DWM
917
Dogwood Wealth Management
Kansas
$379 +$379 +5 New
HIA
918
HFM Investment Advisors
New Jersey
$304 +$304 +4 New
CIA
919
Cape Investment Advisory
Georgia
$76
GWSG
920
GPS Wealth Strategies Group
Colorado
$76 +$76 +1 New
Norges Bank
921
Norges Bank
Norway
-$424M -5,488,101 Closed
Holocene Advisors
922
Holocene Advisors
New York
-$43.1M -557,730 Closed
SCM
923
Steadfast Capital Management
New York
-$34.4M -445,000 Closed
GC
924
Gillson Capital
Illinois
-$15.3M -198,295 Closed
OCM
925
Oribel Capital Management
New York
-$13.7M -177,400 Closed