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1,086 hedge funds and large institutions have $39.7B invested in Nasdaq in 2026 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 396 increasing their positions, 403 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.84% less ownership

Funds ownership: 84.16%82.32% (-1.8%)

15% less capital invested

Capital invested by funds: $46.7B → $39.7B (-$7B)

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
1,086
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$155M
Puts
$64.7M
Net Calls
Net Calls Change

Top Buyers

1 +$281M
2 +$162M
3 +$128M
4
Morgan Stanley
Morgan Stanley
New York
+$88.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$78.5M

Top Sellers

1 -$290M
2 -$250M
3 -$127M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$124M
5
BlackRock
BlackRock
New York
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
BOJHT
951
Bank of Jackson Hole Trust
Wyoming
$15.3K
HWP
952
Highline Wealth Partners
California
$14.9K
IWM
953
IMG Wealth Management
Florida
$13K
TIM
954
Tortoise Investment Management
New York
$13K
FFO
955
Fortitude Family Office
Arizona
$12.9K
DZ Bank
956
DZ Bank
Germany
$12.8K
ADL
957
Asset Dedication LLC
California
$12.7K
ATC
958
Adirondack Trust Company
New York
$12.7K
PSB
959
Piscataqua Savings Bank
New Hampshire
$12.7K
JGCM
960
Joseph Group Capital Management
Ohio
$12.6K
PWMG
961
Private Wealth Management Group
New Jersey
$12.5K
PB
962
Prosperity Bancshares
Texas
$12.2K
VNA
963
Valley National Advisers
Pennsylvania
$12K
CW
964
Curio Wealth
Maryland
$11.9K
WAG
965
Wilkerson Advisory Group
Missouri
$11.7K
HWA
966
HHM Wealth Advisors
Tennessee
$11.5K
UOTTAIMCU
967
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$11.5K
CFP
968
Comprehensive Financial Planning
Pennsylvania
$11.2K
VR
969
Vision Retirement
New Jersey
$10.8K
MPW
970
MASECO Private Wealth
$10.7K
MFT
971
Moisand Fitzgerald Tamayo
Florida
$10.7K
SR
972
Swiss Re
Switzerland
$10.7K
MIM
973
MTM Investment Management
South Carolina
$10.4K
WPA
974
Wealth Preservation Advisors
Tennessee
$10.3K
SIS
975
Sound Income Strategies
Florida
$9.92K