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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
MWM
1051
Mascoma Wealth Management
New Hampshire
$1.87K
BH
1052
Burk Holdings
Oklahoma
$1.87K
CWP
1053
Clark Wealth Partners
Illinois
$1.78K
GK
1054
Graney & King
New York
$1.78K
HWA
1055
Heritage Wealth Advisors
Virginia
$1.78K
CIAM
1056
Caitong International Asset Management
Hong Kong
$1.7K
QWM
1057
Quaker Wealth Management
New Jersey
$1.53K
ACA
1058
American Capital Advisory
Idaho
$1.44K
NWS
1059
Nvest Wealth Strategies
Ohio
$1.44K
1CP
1060
1015 Capital Partners
Pennsylvania
$1.36K
TCM
1061
Tradewinds Capital Management
Washington
$1.27K
IW
1062
Imprint Wealth
South Carolina
$1.27K
WA
1063
WestEnd Advisors
North Carolina
$1.27K
PWA
1064
Portus Wealth Advisors
North Carolina
$1.27K
SRCM
1065
Signature Resources Capital Management
California
$1.19K
HIA
1066
HFM Investment Advisors
New Jersey
$1.02K
HIC
1067
Hamrick Investment Counsel
Washington
$1.02K
CCWM
1068
Cassaday & Co Wealth Management
Virginia
$934
TWM
1069
TopTier Wealth Management
Wisconsin
$934
EWP
1070
Elevation Wealth Partners
California
$849
PWMG
1071
Prestige Wealth Management Group
New Jersey
$765
DCM
1072
Davis Capital Management
Florida
$764
WA
1073
Whipplewood Advisors
Colorado
$764
IPS
1074
Investors Portfolio Services
Washington
$751
SA
1075
Seneschal Advisors
Washington
$510