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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 %
CW
926
Curio Wealth
Maryland
$12.1K +$12K +134 +13,400%
CFP
927
Comprehensive Financial Planning
Pennsylvania
$11.6K +$90 +1 +0.8%
MFT
928
Moisand Fitzgerald Tamayo
Florida
$11.3K – – –
MIM
929
MTM Investment Management
South Carolina
$10.9K +$10.9K +122 New
CTWM
930
Cherry Tree Wealth Management
Minnesota
$10.2K – – –
OAJ
931
Ogorek Anthony Joseph
New York
$10K -$2.24K -26 -18%
AWM
932
Abound Wealth Management
Tennessee
$9.88K +$1.89K +21 +24%
WA
933
WPG Advisers
Maryland
$9.39K +$537 +6 +6%
NIG
934
NFJ Investment Group
Texas
$9.21K -$1.63M -18,245 -99%
MSWA
935
Marshall & Sterling Wealth Advisors
New York
$9.21K – – –
FFL
936
Financial Freedom LLC
Ohio
$9.2K – – –
1NWS
937
1 North Wealth Services
Maryland
$9.12K – – –
SWP
938
Strategic Wealth Partners
Ohio
$9.12K +$9.12K +102 New
YDMI
939
Y.D. More Investments
Israel
$9.04K -$3.85K -202 -30%
VNA
940
Valley National Advisers
Pennsylvania
$9K +$175 +2 +2%
AWM
941
Activest Wealth Management
Florida
$8.94K -$9.03K -101 -50%
EB
942
Eastern Bank
Massachusetts
$8.94K – – –
MWM
943
MorganRosel Wealth Management
Colorado
$8.9K +$89 +1 +1%
RTL
944
Red Tortoise LLC
Georgia
$8.32K – – –
HHMI
945
Howard Hughes Medical Institute
Maryland
$7.96K +$7.96K +89 New
AW
946
Avion Wealth
Texas
$7K +$2.99K +38 +75%
BIA
947
Bell Investment Advisors
California
$6.8K -$1.16K -13 -15%
KG
948
Kilter Group
New York
$6.62K +$6.62K +74 New
CWA
949
Carolina Wealth Advisors
South Carolina
$6.62K – – –
TIM
950
Total Investment Management
Arizona
$6.53K +$6.53K +73 New
36 37
38
39 40