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
Name Holding Trade Value Shares
Change
Shares
Change %
IIM
1051
Intact Investment Management
Quebec, Canada
-$75.9K -1,000 Closed
MIM
1052
Marshall Investment Management
Colorado
-$73.8K -972 Closed
WF
1053
Wayfinding Financial
Washington
-$56K -742 Closed
WAG
1054
Wiser Advisor Group
Arizona
-$49K -646 Closed
FCMT
1055
Founders Capital Management (Texas)
Texas
-$26.6K -350 Closed
TC
1056
Truvestments Capital
Florida
-$24.7K -325 Closed
CWM
1057
Compass Wealth Management
Connecticut
-$23.9K -315 Closed
BDPWM
1058
Barnes Dennig Private Wealth Management
Ohio
-$18.2K -240 Closed
HCP
1059
Hexagon Capital Partners
Arkansas
-$16.5K -218 Closed
WPA
1060
West Paces Advisors
Georgia
-$13.7K -180 Closed
SCB
1061
Saudi Central Bank
Saudi Arabia
-$12.9K -170 Closed
BT
1062
Banque Transatlantique
France
-$9.46K -135 Closed
CWC
1063
Carolinas Wealth Consulting
North Carolina
-$9.48K -125 Closed
DJSG
1064
D.J. St. Germain
Massachusetts
-$4.32K -57 Closed
GGI
1065
Godsey & Gibb Inc
Virginia
-$4.1K -54 Closed
NCM
1066
Northwest Capital Management
Oregon
-$3.81K -50 Closed
SIM
1067
Synergy Investment Management
Florida
-$2.88K -38 Closed
W
1068
WealthCollab
Washington
-$2.81K -37 Closed
PIS
1069
POM Investment Strategies
North Carolina
-$1.82K -24 Closed
CA
1070
Continuum Advisory
Idaho
-$1.75K -23 Closed
OW
1071
Olistico Wealth
Oklahoma
-$683 -9 Closed
WW
1072
Winnow Wealth
Texas
-$661 -9 Closed
GA
1073
GoalVest Advisory
New York
-$683 -9 Closed
PCTC
1074
Perkins Coie Trust Company
Washington
-$455 -6 Closed