3,993 hedge funds and large institutions have $826B invested in NVIDIA in 2023 Q4 according to their latest regulatory filings, with 518 funds opening new positions, 1,753 increasing their positions, 1,407 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,993
Holders Change
+338
Holders Change %
+9.25%
% of All Funds
58.53%
Holding in Top 10
1,065
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+7.04%
% of All Funds
15.61%
New
518
Increased
1,753
Reduced
1,407
Closed
112
Calls
$58.7B
Puts
$67.9B
Net Calls
-$9.22B
Net Calls Change
-$2.23B
Name Holding Trade Value Shares
Change
Shares
Change %
NF
3126
Nvest Financial
New Hampshire
$650K +$213K +4,300 +49%
KFA
3127
Kelleher Financial Advisors
New York
$649K +$1.49K +30 +0.2%
CWM
3128
Castle Wealth Management
Florida
$648K +$23.8K +480 +4%
JWA
3129
JFS Wealth Advisors
Pennsylvania
$647K -$421K -8,500 -39%
KWM
3130
Koa Wealth Management
California
$646K +$646K +13,040 New
FZCM
3131
Flynn Zito Capital Management
New York
$645K +$48K +970 +8%
WAG
3132
Windsor Advisory Group
Ohio
$640K -$2.15M -43,500 -77%
SMG
3133
Smart Money Group
Texas
$640K +$72.3K +1,460 +13%
HP
3134
Holistic Planning
Texas
$638K +$638K +12,890 New
AWM
3135
Aries Wealth Management
Maine
$638K -$28.7K -580 -4%
BRM
3136
Boston Research & Management
Massachusetts
$638K +$371K +7,500 +139%
NIWA
3137
New Insight Wealth Advisors
California
$638K +$638K +12,880 New
IIA
3138
ICW Investment Advisors
Arizona
$638K +$38.6K +780 +6%
MFA
3139
Morling Financial Advisors
California
$637K -$71.8K -1,450 -10%
SRA
3140
Secured Retirement Advisors
Minnesota
$634K +$634K +12,810 New
RA
3141
Rise Advisors
New York
$634K +$78.7K +1,590 +14%
CWA
3142
CJM Wealth Advisers
Virginia
$634K
BAG
3143
Bridgewealth Advisory Group
California
$633K -$10.9K -220 -2%
FCM
3144
Fourpath Capital Management
Oklahoma
$630K -$126K -2,540 -17%
TCM
3145
Triumph Capital Management
Colorado
$628K -$1.69M -34,160 -73%
RFP
3146
Root Financial Partners
California
$627K +$332K +6,700 +112%
NAMM
3147
NorthStar Asset Management (Massachusetts)
Massachusetts
$625K
NI
3148
NDVR Inc
Massachusetts
$624K +$624K +12,600 New
THWM
3149
Taylor Hoffman Wealth Management
Virginia
$622K -$17.8K -360 -3%
LWA
3150
Lantern Wealth Advisors
New York
$622K +$622K +12,550 New