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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 %
AW
976
Alteri Wealth
California
– -$204K -2,645 Closed
HSA
977
HBK Sorce Advisory
Pennsylvania
– -$202K -2,618 Closed
AC
978
Avestar Capital
New York
– -$196K -2,541 Closed
SC
979
Stance Capital
Massachusetts
– -$179K -2,318 Closed
F1I
980
Fund 1 Investments
Puerto Rico
– -$169K -2,188 Closed
T
981
TOBAM
France
– -$127K -1,646 Closed
VWM
982
Venturi Wealth Management
Texas
– -$70.1K -907 Closed
AWM
983
Avior Wealth Management
Nebraska
– -$37.4K -484 Closed
KI
984
Kapitalo Investimentos
Brazil
– -$37K -478 Closed
KIM
985
Kestra Investment Management
Texas
– -$33K -426 Closed
B
986
Birchbrook
Maine
– -$24.5K -317 Closed
EBA
987
Eagle Bay Advisors
New York
– -$16K -207 Closed
TPW
988
Talon Private Wealth
Florida
– -$13K -168 Closed
CP
989
Castleview Partners
Texas
– -$12.5K -162 Closed
YAL
990
Your Advocates Ltd
Texas
– -$11.6K -150 Closed
MAM
991
Meeder Asset Management
Ohio
– -$11.3K -146 Closed
KBFS
992
Kohmann Bosshard Financial Services
Ohio
– -$10.1K -130 Closed
OC
993
Oarsman Capital
Wisconsin
– -$5.49K -71 Closed
CAM
994
Creekmur Asset Management
Illinois
– -$4.87K -63 Closed
CAS
995
Coppell Advisory Solutions
Texas
– -$4.1K -53 Closed
SC
996
Stephens Consulting
Michigan
– -$3.71K -48 Closed
HWA
997
Heritage Wealth Advisors
Virginia
– -$2.94K -38 Closed
NWWA
998
New Wave Wealth Advisors
Arkansas
– -$2.09K -27 Closed
CI
999
Clal Insurance
Israel
– -$2K -24 Closed
OSNBOA
1000
Old Second National Bank of Aurora
Illinois
– -$1.31K -17 Closed
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