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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
VC
1151
VarCov Co
Connecticut
CIA
1152
Caerus Investment Advisors
Texas
RS
1153
R Squared
Hong Kong
GLA
1154
Great Lakes Advisors
Illinois
KWA
1155
Kingswood Wealth Advisors
California
IP
1156
Isthmus Partners
Wisconsin
AWM
1157
Accurate Wealth Management
Florida
SFGM
1158
Stonebridge Financial Group (Missouri)
Missouri
CI
1159
Conning Inc
Connecticut
FFA
1160
Fi3 Financial Advisors
Indiana
JWCA
1161
J.W. Cole Advisors
Florida
IWN
1162
Independent Wealth Network
Iowa
FMLI
1163
Fukoku Mutual Life Insurance
Japan
SP
1164
SmartHarvest Portfolios
Washington
JCM
1165
Jacobi Capital Management
Pennsylvania
GPWM
1166
Grant Private Wealth Management
California
TCWA
1167
Turtle Creek Wealth Advisors
Texas
WANY
1168
Wealthspire Advisors (New York)
New York
AW
1169
Alteri Wealth
California
RPGK
1170
Retirement Planning Group (Kansas)
Kansas
HTC
1171
Haverford Trust Company
Pennsylvania
KP
1172
Keel Point
Alabama
BWP
1173
BSW Wealth Partners
Colorado
NG
1174
Norden Group
Utah
RZH
1175
Relyea Zuckerberg Hanson
Connecticut