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PSQ Holdings

44 hedge funds and large institutions have $31.9M invested in PSQ Holdings in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $2.66M

4.16% less ownership

Funds ownership: 5.12%0.96% (-4.2%)

29% less funds holding

Funds holding: 6244 (-18)

33% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 55

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

77% less capital invested

Capital invested by funds: $138M → $31.9M (-$106M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
44
Holders Change
-18
Holders Change %
-29.03%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
2
Reduced
3
Closed
55
Calls
$2.86M
Puts
$2.66M
Net Calls
+$206K
Net Calls Change
+$155K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$15.9K +$20.8K +117 New
SS
27
Sunbelt Securities
Texas
$15.2K +$8.01K +45 +67%
CG
28
Cutler Group
California
$15K +$20.1K +113 New
Wells Fargo
29
Wells Fargo
California
$14.7K +$19.2K +108 New
Carson Wealth (CWM LLC)
30
Carson Wealth (CWM LLC)
Nebraska
$12K +$15.8K +89 New
TRCT
31
Tower Research Capital (TRC)
New York
$7K +$9.08K +51 New
TSWM
32
Tyler-Stone Wealth Management
Ohio
$6K +$8.37K +47 New
SIS
33
Strategic Investment Solutions
Illinois
$5.72K +$5.88K +33 New
IA
34
IFP Advisors
Florida
$4.54K +$5.88K +33 New
SCA
35
Stonebridge Capital Advisors
Minnesota
$2.27K +$3.03K +17 New
AF
36
Advisornet Financial
Minnesota
$2.12K +$2.85K +16 New
WAS
37
Winch Advisory Services
Wisconsin
$2K +$2.67K +15 New
FMTCOCP
38
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K +$3.2K +18 New
PA
39
PSI Advisors
Florida
$1.82K +$2.31K +13 New
SPIA
40
Steward Partners Investment Advisory
New York
$1.69K +$2.14K +12 New
GWSG
41
GPS Wealth Strategies Group
Colorado
$1.59K +$2.14K +12 New
Creative Planning
42
Creative Planning
Kansas
$1.38K +$1.78K +10 New
LFG
43
Larson Financial Group
Missouri
$908
LWANC
44
Laurel Wealth Advisors (North Carolina)
North Carolina
$454 +$534 +3 New
FTCM
45
Fir Tree Capital Management
New York
-$15.9M -103,438 Closed
MCM
46
Mason Capital Management
New York
-$13.3M -86,075 Closed
KC
47
Kepos Capital
New York
-$10.3M -66,667 Closed
WCMNY
48
Westchester Capital Management (New York)
New York
-$8.83M -57,336 Closed
MI
49
MMCAP International
Cayman Islands
-$7.79M -50,592 Closed
Calamos Advisors
50
Calamos Advisors
Illinois
-$6.16M -40,000 Closed

PSQH Hedge Fund Activity: Q3 2023 in Review

44 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PSQ Holdings (PSQH) for Q3 2023, worth a combined $31.9M — down 77% from $138M a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PSQH and 37 opened new positions — a net loss of 18 holders — while 3 trimmed existing stakes and 2 added.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $16.6M. The largest seller was Fir Tree Capital Management, exiting entirely with an estimated $15.9M sold.

  • 44 institutional investors held PSQ Holdings (PSQH) as of Q3 2023, down from 62 in Q2 2023.
  • Funds reported $31.9M of PSQ Holdings stock for Q3 2023, down 77% quarter-over-quarter.
  • 37 funds opened new PSQ Holdings positions in Q3 2023 and 55 closed out, a net change of -18 holders.
  • The largest PSQ Holdings buyer in Q3 2023 was Axxcess Wealth Management, an estimated $16.6M added.
  • The largest PSQ Holdings seller in Q3 2023 was Fir Tree Capital Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2023.