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PSQ Holdings
PSQH

53 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, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

368% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $340K

0.1% less ownership

Funds ownership: 0.92% → 0.83% (-0.1%)

4% less funds holding

Funds holding: 55 → 53 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

29% less capital invested

Capital invested by funds: $18.6M → $13.2M (-$5.37M)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
12
Closed
8
Calls
$1.59M
Puts
$340K
Net Calls
+$1.25M
Net Calls Change
-$286K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$598K
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$286K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$68.9K
4
PFS
Prospera Financial Services
Texas
+$55.1K
5
FIA
FNY Investment Advisers
New York
+$39.2K

Top Sellers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
-$373K
2
CC
Centiva Capital
New York
-$258K
3
AWM
Axxcess Wealth Management
California
-$101K
4
JP Morgan Chase
JP Morgan Chase
New York
-$100K
5
SC
Shay Capital
New York
-$94.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$11.2K – – –
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$8K -$1.06K -18 -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 -$59 -1 -1%
AF
32
Allworth Financial
California
$3.21K – – –
TWP
33
Triad Wealth Partners
Kansas
$3.21K +$3.35K +57 New
SAM
34
Smartleaf Asset Management
Massachusetts
$2.93K +$2K +34 +243%
TSWM
35
Tyler-Stone Wealth Management
Ohio
$2.64K – – –
IA
36
IFP Advisors
Florida
$2.26K – – –
Wells Fargo
37
Wells Fargo
California
$1.48K -$412 -7 -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 – – –
AWM
42
Avior Wealth Management
Nebraska
$754 – – –
PA
43
PSI Advisors
Florida
$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 +$412 +7 New
IAIM
48
International Assets Investment Management
Florida
$302 +$294 +5 New
EWA
49
EverSource Wealth Advisors
Alabama
$262 +$412 +7 New
BCMLT
50
Beacon Capital Management LLC (Tennessee)
Tennessee
$189 – – –
1
2
3

PSQH Hedge Fund Activity: Q2 2024 in Review

53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PSQ Holdings (PSQH) for Q2 2024, worth a combined $13.2M — down 29% from $18.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PSQH and 7 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 7 added.

The largest buyer was Vanguard Group, adding an estimated $598K. The largest seller was Mariner, cutting an estimated $373K.

  • 53 institutional investors held PSQ Holdings (PSQH) as of Q2 2024, down from 55 in Q1 2024.
  • Funds reported $13.2M of PSQ Holdings stock for Q2 2024, down 29% quarter-over-quarter.
  • 7 funds opened new PSQ Holdings positions in Q2 2024 and 8 closed out, a net change of -1 holder.
  • The largest PSQ Holdings buyer in Q2 2024 was Vanguard Group, an estimated $598K added.
  • The largest PSQ Holdings seller in Q2 2024 was Mariner, an estimated $373K sold.

Based on aggregated 13F filings for Q2 2024.