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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
CWA
1001
Carolina Wealth Advisors
South Carolina
$6.28K
UFPG
1002
United Financial Planning Group
New York
$6.11K
HDIM
1003
Hanson & Doremus Investment Management
Vermont
$6K
ITIM
1004
Indiana Trust & Investment Management
Indiana
$5.86K
KFI
1005
Key Financial Inc
Pennsylvania
$5.86K
RWM
1006
RMG Wealth Management
Wisconsin
$5.84K
GWS
1007
Greykasell Wealth Strategies
California
$5.77K
AT
1008
Arlington Trust
Alabama
$5.6K
DWM
1009
Dogwood Wealth Management
Kansas
$5.52K
AFC
1010
Ares Financial Consulting
California
$5.36K
BTD
1011
BankPlus Trust Department
Mississippi
$5.09K
BFS
1012
Bare Financial Services
Pennsylvania
$5.09K
DFA
1013
DHJJ Financial Advisors
Illinois
$4.87K
BHWM
1014
Bay Harbor Wealth Management
Maryland
$4.84K
NSIM
1015
North Star Investment Management
Illinois
$4.75K
VWA
1016
Valued Wealth Advisors
Utah
$4.75K
BL
1017
BFSG LLC
California
$4.67K
CYG
1018
Clean Yield Group
Vermont
$4.33K
HFS
1019
Hughes Financial Services
Virginia
$4.33K
NB
1020
NBT Bank
New York
$4.33K
GWM
1021
Geneos Wealth Management
Colorado
$4.25K
ACM
1022
Accent Capital Management
Ohio
$4.08K
MSWM
1023
Mowery & Schoenfeld Wealth Management
Illinois
$4.08K
MTI
1024
Merrithew & Thorsten Inc
California
$4K
APW
1025
Acima Private Wealth
Virginia
$3.9K