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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 %
MAS
976
MPWM Advisory Solutions
Georgia
$2.24K – – –
DWM
977
Dogwood Wealth Management
Kansas
$2.13K +$1.68K +19 +380%
WA
978
Whipplewood Advisors
Colorado
$2.06K -$3.58K -40 -63%
HWA
979
HHM Wealth Advisors
Tennessee
$2.06K – – –
TFM
980
TFC Financial Management
Massachusetts
$2.06K – – –
NL
981
NVWM LLC
Pennsylvania
$2.06K +$447 +5 +28%
BHWM
982
Bay Harbor Wealth Management
Maryland
$1.97K +$1.25K +14 +175%
TIM
983
Tortoise Investment Management
New York
$1.97K +$1.97K +22 New
M
984
MOTCO
Texas
$1.83K – – –
SIC
985
SJS Investment Consulting
Ohio
$1.7K -$805 -9 -32%
RWM
986
Rialto Wealth Management
New York
$1.7K -$626 -7 -27%
ACA
987
American Capital Advisory
Idaho
$1.61K +$537 +6 +50%
FMP
988
Financial Management Professionals
Texas
$1.61K +$1.61K +18 New
QWM
989
Quaker Wealth Management
New Jersey
$1.61K +$1.61K +18 New
SC
990
Stephens Consulting
Michigan
$1.43K +$1.43K +16 New
PIM
991
Plato Investment Management
Australia
$1.43K +$89 +1 +7%
RAM
992
Riggs Asset Management
Pennsylvania
$1.25K – – –
SRCM
993
Signature Resources Capital Management
California
$1.25K +$1.25K +14 New
HIA
994
HFM Investment Advisors
New Jersey
$1.07K +$715 +8 +200%
PWM
995
Parkworth Wealth Management
California
$984 +$537 +6 +120%
CIAS
996
CBIZ Investment Advisory Services
Ohio
$894 +$894 +10 New
OP
997
ORG Partners
Indiana
$887 +$887 +10 New
WA
998
WestEnd Advisors
North Carolina
$805 -$268 -3 -25%
PWMG
999
Prestige Wealth Management Group
New Jersey
$805 – – –
VWA
1000
Valued Wealth Advisors
Utah
$805 – – –
38 39
40
41 42