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PSQ Holdings
PSQH

54 hedge funds and large institutions have $18.5M invested in PSQ Holdings in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

23% more funds holding

Funds holding: 44 → 54 (+10)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

7% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $1.09M

0.01% more ownership

Funds ownership: 0.96% → 0.97% (+0.01%)

42% less capital invested

Capital invested by funds: $31.9M → $18.5M (-$13.3M)

Holders
54
Holders Change
+10
Holders Change %
+22.73%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
9
Reduced
8
Closed
8
Calls
$1.16M
Puts
$1.09M
Net Calls
+$74K
Net Calls Change
-$132K

Top Buyers

Rank Fund Capital Flow
1
CA
Calton & Associates
Florida
+$495K
2
State Street
State Street
Massachusetts
+$306K
3
LPL Financial
LPL Financial
California
+$154K
4
Group One Trading
Group One Trading
Illinois
+$127K
5
Northern Trust
Northern Trust
Illinois
+$119K

Top Sellers

Rank Fund Capital Flow
1
AWM
Axxcess Wealth Management
California
-$762K
2
SOW
State of Wyoming
Wyoming
-$423K
3
DMKJ
David M. Knott Jr
-$307K
4
AWM
AE Wealth Management
Kansas
-$195K
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$25.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
26
Coppell Advisory Solutions
Texas
$21.1K +$24.2K +268 New
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$15.6K – – –
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$12K +$5.6K +62 +70%
CFGS
29
Concourse Financial Group Securities
Alabama
$10.5K – – –
HI
30
Harbour Investments
Wisconsin
$10.5K +$12K +133 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$9K -$3.61K -40 -27%
SS
32
Sunbelt Securities
Texas
$8.79K – – –
AF
33
Allworth Financial
California
$5.17K +$5.96K +66 New
AA
34
AlphaMark Advisors
Kentucky
$4K +$4.51K +50 New
TSWM
35
Tyler-Stone Wealth Management
Ohio
$3.67K – – –
IA
36
IFP Advisors
Florida
$3.14K +$632 +7 +21%
Wells Fargo
37
Wells Fargo
California
$2.61K -$6.77K -75 -69%
SPIA
38
Steward Partners Investment Advisory
New York
$1.39K +$542 +6 +50%
IGWM
39
ICA Group Wealth Management
Colorado
$1.26K +$1.44K +16 New
AF
40
Advisornet Financial
Minnesota
$1.22K – – –
WAS
41
Winch Advisory Services
Wisconsin
$1.15K – – –
MSWM
42
McGlone Suttner Wealth Management
Wisconsin
$1.13K +$1.26K +14 New
UBS Group
43
UBS Group
Switzerland
$1.08K +$1.26K +14 New
PA
44
PSI Advisors
Florida
$1.05K – – –
AWM
45
Avior Wealth Management
Nebraska
$1.05K +$1.17K +13 New
FMTCOCP
46
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K – – –
Simplex Trading
47
Simplex Trading
Illinois
$1K +$1.26K +14 New
GWSG
48
GPS Wealth Strategies Group
Colorado
$917 – – –
LFG
49
Larson Financial Group
Missouri
$524 – – –
BCMLT
50
Beacon Capital Management LLC (Tennessee)
Tennessee
$454 +$271 +3 New
1
2
3

PSQH Hedge Fund Activity: Q4 2023 in Review

54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PSQ Holdings (PSQH) for Q4 2023, worth a combined $18.5M — down 42% from $31.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PSQH positions and 8 closed out — a net gain of 10 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Calton & Associates, opening a new position worth an estimated $495K. The largest seller was Axxcess Wealth Management, cutting an estimated $762K.

  • 54 institutional investors held PSQ Holdings (PSQH) as of Q4 2023, up from 44 in Q3 2023.
  • Funds reported $18.5M of PSQ Holdings stock for Q4 2023, down 42% quarter-over-quarter.
  • 18 funds opened new PSQ Holdings positions in Q4 2023 and 8 closed out, a net change of +10 holders.
  • The largest PSQ Holdings buyer in Q4 2023 was Calton & Associates, an estimated $495K added.
  • The largest PSQ Holdings seller in Q4 2023 was Axxcess Wealth Management, an estimated $762K sold.

Based on aggregated 13F filings for Q4 2023.