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Nasdaq

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
AWM
976
Abound Wealth Management
Tennessee
$9.75K
CTWM
977
Cherry Tree Wealth Management
Minnesota
$9.68K
CAIM
978
Catherine Avery Investment Management
Florida
$9.51K
HNW
979
High Note Wealth
Minnesota
$9.51K
SIC
980
SJS Investment Consulting
Ohio
$9.34K
AW
981
Avion Wealth
Texas
$9K
FFL
982
Financial Freedom LLC
Ohio
$8.73K
1NWS
983
1 North Wealth Services
Maryland
$8.66K
SWP
984
Strategic Wealth Partners
Ohio
$8.66K
YDMI
985
Y.D. More Investments
Israel
$8.57K
EB
986
Eastern Bank
Massachusetts
$8.49K
JFA
987
JNBA Financial Advisors
Minnesota
$8.15K
PMFA
988
Plante Moran Financial Advisors
Michigan
$8.15K
AF
989
Align Financial
Minnesota
$7.89K
RTL
990
Red Tortoise LLC
Georgia
$7.89K
MAM
991
Meeder Asset Management
Ohio
$7.64K
BIA
992
Bell Investment Advisors
California
$7.39K
TCM
993
Triumph Capital Management
Colorado
$7.17K
KG
994
Kilter Group
New York
$7.05K
OAJ
995
Ogorek Anthony Joseph
New York
$7K
PJC
996
Phillip James Consulting
Minnesota
$7K
SWM
997
SHP Wealth Management
Massachusetts
$6.96K
SIM
998
Synergy Investment Management
Florida
$6.45K
NC
999
Nicholas Company
Wisconsin
$6.37K
SSG
1000
Summit Securities Group
New York
$6.28K