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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 %
WCM
951
WealthTrak Capital Management
Virginia
$6.26K +$4.92K +55 +367%
ITIM
952
Indiana Trust & Investment Management
Indiana
$6.17K – – –
KFI
953
Key Financial Inc
Pennsylvania
$6.17K +$6.17K +69 New
HDIM
954
Hanson & Doremus Investment Management
Vermont
$6K +$6K +70 New
TCA
955
Trifecta Capital Advisors
Illinois
$5.9K – – –
HHGA
956
Halbert Hargrove Global Advisors
California
$5.55K +$5.55K +62 New
BTD
957
BankPlus Trust Department
Mississippi
$5.37K – – –
BFS
958
Bare Financial Services
Pennsylvania
$4.83K +$4.02K +45 +500%
STB
959
S&T Bank
Pennsylvania
$4.65K +$2.95K +33 +174%
PCA
960
PMV Capital Advisers
Texas
$4.56K +$4.56K +51 New
BCMLT
961
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.53K -$4.44K -50 -50%
MSWM
962
Mowery & Schoenfeld Wealth Management
Illinois
$4.29K – – –
HFS
963
Hughes Financial Services
Virginia
$4.15K +$1.64K +17 +65%
DPW
964
DiNuzzo Private Wealth
Pennsylvania
$3.94K +$268 +3 +7%
CTB
965
Country Trust Bank
Illinois
$3.76K – – –
PPA
966
Painted Porch Advisors
California
$3.67K -$1.16K -13 -24%
DI
967
DAGCO Inc
Ohio
$3.4K – – –
CBT
968
Crews Bank & Trust
Florida
$3.22K – – –
PP
969
Pacifica Partners
Canada
$2.85K +$2.85K +32 New
JGIA
970
Jackson Grant Investment Advisers
Connecticut
$2.68K – – –
PWA
971
Principia Wealth Advisory
Texas
$2.59K +$1.34K +15 +107%
DF
972
Dunhill Financial
United Kingdom
$2.55K -$91 -1 -3%
DZ Bank
973
DZ Bank
Germany
$2.51K -$90 -1 -3%
Kayne Anderson Rudnick Investment Management
974
Kayne Anderson Rudnick Investment Management
California
$2.5K +$1.16K +13 +87%
S
975
Sachetta
Massachusetts
$2.5K +$1.61K +18 +180%
37 38
39
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