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PSQ Holdings
PSQH

Overview Fund Activity

55 hedge funds and large institutions have $13.2M invested in PSQ Holdings in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
15
Closed
6
Calls
$1.59M
Puts
$340K
Net Calls
+$1.25M
Net Calls Change
-$286K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$575K
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$275K
3
FIA
FNY Investment Advisers
New York
+$102K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$66.2K
5
PFS
Prospera Financial Services
Texas
+$53K

Top Sellers

1
Mariner
Mariner
Kansas
-$359K
2
CC
Centiva Capital
New York
-$258K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$100K
4
AWM
Axxcess Wealth Management
California
-$97.5K
5
Jane Street
Jane Street
New York
-$92.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$11.2K – – –
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$8K -$1.08K -268 -12%
CA
28
Clearstead Advisors
Ohio
$7.94K – – –
CFGS
29
Concourse Financial Group Securities
Alabama
$7.54K – – –
SS
30
Sunbelt Securities
Texas
$6.32K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$4K -$70 -20 -2%
AF
32
Allworth Financial
California
$3.21K – – –
TWP
33
Triad Wealth Partners
Kansas
$3.21K +$3.21K +850 New
SAM
34
Smartleaf Asset Management
Massachusetts
$2.93K +$2.08K +515 +245%
TSWM
35
Tyler-Stone Wealth Management
Ohio
$2.64K – – –
IA
36
IFP Advisors
Florida
$2.26K – – –
Wells Fargo
37
Wells Fargo
California
$1.48K -$385 -102 -21%
SPIA
38
Steward Partners Investment Advisory
New York
$1K – – –
IGWM
39
ICA Group Wealth Management
Colorado
$905 – – –
AF
40
Advisornet Financial
Minnesota
$878 – – –
WAS
41
Winch Advisory Services
Wisconsin
$829 – – –
PA
42
PSI Advisors
Florida
$754 – – –
AWM
43
Avior Wealth Management
Nebraska
$754 – – –
GWSG
44
GPS Wealth Strategies Group
Colorado
$660 – – –
GIA
45
GHP Investment Advisors
Colorado
$377 – – –
LFG
46
Larson Financial Group
Missouri
$377 – – –
Fidelity Investments
47
Fidelity Investments
Massachusetts
$377 +$377 +100 New
IAIM
48
International Assets Investment Management
Florida
$302 +$302 +80 New
EWA
49
EverSource Wealth Advisors
Alabama
$262 +$262 +100 New
LWANC
50
Laurel Wealth Advisors (North Carolina)
North Carolina
$189 – – –
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