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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
HAG
1126
HighPoint Advisor Group
Illinois
FFM
1127
Forum Financial Management
Illinois
SC
1128
Shay Capital
New York
WWM
1129
Whalen Wealth Management
Nevada
CG
1130
Cynosure Group
Utah
PWP
1131
Private Wealth Partners
California
NW
1132
NewEdge Wealth
Pennsylvania
OF
1133
Optimize Financial
California
MW
1134
Marble Wealth
Alabama
EP
1135
Edgestream Partners
New Jersey
ACA
1136
Aptus Capital Advisors
Alabama
WI
1137
WBI Investments
New Jersey
IEFM
1138
IQ EQ Fund Management
Ireland
NC
1139
nVerses Capital
Florida
PA
1140
Pinnacle Associates
New York
PWMAG
1141
Pinnacle Wealth Management Advisory Group
New Jersey
HCM
1142
Howard Capital Management
Georgia
SL
1143
Sentinus LLC
Illinois
FFO
1144
Fiduciary Family Office
Florida
HFM
1145
Harvest Fund Management
China
MIA
1146
MainStreet Investment Advisors
Illinois
PA
1147
PharVision Advisers
Florida
LAM
1148
Longboard Asset Management
Arizona
JTWM
1149
Jackson Thornton Wealth Management
Alabama
BBP
1150
Banco BTG Pactual
Brazil