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Nasdaq
NDAQ

Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$178M
2
Invesco
Invesco
Georgia
+$121M
3
UBS Group
UBS Group
Switzerland
+$82.1M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$75.4M
5
Franklin Resources
Franklin Resources
California
+$70.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$169M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$106M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$59.9M
4
Holocene Advisors
Holocene Advisors
New York
-$43.1M
5
MCM
Moore Capital Management
New York
-$42.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OTL
951
Oak Thistle LLC
New York
– -$609K -7,879 Closed
AC
952
ASB Consultores
Florida
– -$586K -7,580 Closed
N
953
Natixis
France
– -$557K -7,209 Closed
GS
954
GTS Securities
New York
– -$504K -6,517 Closed
WWM
955
Whalen Wealth Management
Nevada
– -$474K -6,127 Closed
CPCPP
956
Canada Post Corporation Pension Plan
Canada
– -$470K -6,077 Closed
CC
957
Centiva Capital
New York
– -$436K -5,644 Closed
BFG
958
Bleakley Financial Group
New Jersey
– -$357K -4,622 Closed
CM
959
Capula Management
Cayman Islands
– -$336K -4,340 Closed
GSC
960
Ground Swell Capital
South Carolina
– -$333K -4,305 Closed
NEI
961
Northwest & Ethical Investments
Ontario, Canada
– -$286K -3,700 Closed
NMC
962
Nine Masts Capital
Hong Kong
– -$274K -3,541 Closed
CCAL
963
City Center Advisors LLC
Michigan
– -$269K -3,478 Closed
AFG
964
Allegheny Financial Group
Pennsylvania
– -$254K -3,288 Closed
CFGS
965
Concourse Financial Group Securities
Alabama
– -$251K -3,101 Closed
KWA
966
Kingswood Wealth Advisors
California
– -$234K -3,024 Closed
MIM
967
Morningstar Investment Management
Illinois
– -$232K -2,997 Closed
KWM
968
Kingsview Wealth Management
Oregon
– -$232K -2,995 Closed
VCWA
969
Vanguard Capital Wealth Advisors
Colorado
– -$224K -2,900 Closed
JG
970
Jain Global
New York
– -$218K -2,826 Closed
SW
971
SVB Wealth
Massachusetts
– -$210K -2,721 Closed
DBRC
972
D.B. Root & Company
Pennsylvania
– -$210K -2,717 Closed
CFG
973
Citizens Financial Group
Rhode Island
– -$208K -2,696 Closed
HCM
974
Howard Capital Management
Georgia
– -$208K -2,685 Closed
Brown Advisory
975
Brown Advisory
Maryland
– -$205K -2,652 Closed
37 38
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