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931 hedge funds and large institutions have $36.9B invested in Nasdaq in 2025 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 387 increasing their positions, 292 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 83

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

33% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 292

24% more call options, than puts

Call options by funds: $111M | Put options by funds: $89.3M

3% more funds holding

Funds holding: 903931 (+28)

1.35% more ownership

Funds ownership: 83.21%84.56% (+1.3%)

0% less capital invested

Capital invested by funds: $37B → $36.9B (-$122M)

Holders
931
Holders Change
+28
Holders Change %
+3.1%
% of All Funds
12.48%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
124
Increased
387
Reduced
292
Closed
83
Calls
$111M
Puts
$89.3M
Net Calls
+$21.8M
Net Calls Change
+$57.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
976
Morningstar Investment Management
Illinois
-$232K -2,997 Closed
KWM
977
Kingsview Wealth Management
Oregon
-$232K -2,995 Closed
VCWA
978
Vanguard Capital Wealth Advisors
Colorado
-$224K -2,900 Closed
JG
979
Jain Global
New York
-$218K -2,826 Closed
SW
980
SVB Wealth
Massachusetts
-$210K -2,721 Closed
DBRC
981
D.B. Root & Company
Pennsylvania
-$210K -2,717 Closed
CFG
982
Citizens Financial Group
Rhode Island
-$208K -2,696 Closed
HCM
983
Howard Capital Management
Georgia
-$208K -2,685 Closed
Brown Advisory
984
Brown Advisory
Maryland
-$205K -2,652 Closed
AW
985
Alteri Wealth
California
-$204K -2,645 Closed
HSA
986
HBK Sorce Advisory
Pennsylvania
-$202K -2,618 Closed
AC
987
Avestar Capital
New York
-$196K -2,541 Closed
SC
988
Stance Capital
Massachusetts
-$179K -2,318 Closed
F1I
989
Fund 1 Investments
Puerto Rico
-$169K -2,188 Closed
T
990
TOBAM
France
-$127K -1,646 Closed
VWM
991
Venturi Wealth Management
Texas
-$70.1K -907 Closed
AWM
992
Avior Wealth Management
Nebraska
-$37.4K -484 Closed
KI
993
Kapitalo Investimentos
Brazil
-$37K -478 Closed
KIM
994
Kestra Investment Management
Texas
-$33K -426 Closed
B
995
Birchbrook
Maine
-$24.5K -317 Closed
EBA
996
Eagle Bay Advisors
New York
-$16K -207 Closed
TPW
997
Talon Private Wealth
Florida
-$13K -168 Closed
CP
998
Castleview Partners
Texas
-$12.5K -162 Closed
YAL
999
Your Advocates Ltd
Texas
-$11.6K -150 Closed
MAM
1000
Meeder Asset Management
Ohio
-$11.3K -146 Closed

NDAQ Hedge Fund Activity: Q1 2025 in Review

931 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Nasdaq (NDAQ) for Q1 2025, worth a combined $36.9B — down 0.33% from $37B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new NDAQ positions and 83 closed out — a net gain of 41 holders — while 387 added to existing stakes and 292 trimmed.

The largest buyer was Bank of America, adding an estimated $184M. The largest seller was Wellington Management Group, cutting an estimated $175M.

  • 931 institutional investors held Nasdaq (NDAQ) as of Q1 2025, up from 903 in Q4 2024.
  • Funds reported $36.9B of Nasdaq stock for Q1 2025, down 0.33% quarter-over-quarter.
  • 124 funds opened new Nasdaq positions in Q1 2025 and 83 closed out, a net change of +41 holders.
  • The largest Nasdaq buyer in Q1 2025 was Bank of America, an estimated $184M added.
  • The largest Nasdaq seller in Q1 2025 was Wellington Management Group, an estimated $175M sold.

Based on aggregated 13F filings for Q1 2025.