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PSQ Holdings
PSQH

Overview Fund Activity

53 hedge funds and large institutions have $10.1M invested in PSQ Holdings in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
8
Increased
11
Reduced
10
Closed
9
Calls
$976K
Puts
$163K
Net Calls
+$813K
Net Calls Change
-$439K

Top Buyers

1
HIS
Harvest Investment Services
Illinois
+$504K
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$369K
3
FIA
FNY Investment Advisers
New York
+$359K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$234K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$109K

Top Sellers

1
CA
Calton & Associates
Florida
-$167K
2
PFS
Prospera Financial Services
Texas
-$53K
3
Group One Trading
Group One Trading
Illinois
-$37.4K
4
AWM
Axxcess Wealth Management
California
-$35.4K
5
TRCT
Tower Research Capital (TRC)
New York
-$21K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Clearstead Advisors
Ohio
$5.18K – – –
CFGS
27
Concourse Financial Group Securities
Alabama
$4.92K – – –
SS
28
Sunbelt Securities
Texas
$3.32K -$804 -327 -19%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$3K -$2.81K -964 -48%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$3K – – –
Jones Financial Companies
31
Jones Financial Companies
Missouri
$2.51K +$2.51K +1,000 New
AF
32
Allworth Financial
California
$2.43K – – –
IA
33
IFP Advisors
Florida
$1.48K – – –
GSEP
34
Golden State Equity Partners
California
$723 +$723 +294 New
SPIA
35
Steward Partners Investment Advisory
New York
$654 – – –
AF
36
Advisornet Financial
Minnesota
$573 – – –
WAS
37
Winch Advisory Services
Wisconsin
$541 – – –
AWM
38
Avior Wealth Management
Nebraska
$492 – – –
PA
39
PSI Advisors
Florida
$492 – – –
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$440 +$440 +179 New
GWSG
41
GPS Wealth Strategies Group
Colorado
$431 – – –
PCMC
42
Planning Capital Management Corporation
Pennsylvania
$369 +$369 +150 New
Wells Fargo
43
Wells Fargo
California
$255 -$706 -288 -73%
GIA
44
GHP Investment Advisors
Colorado
$246 – – –
EWA
45
EverSource Wealth Advisors
Alabama
$246 – – –
LFG
46
Larson Financial Group
Missouri
$246 – – –
BCMLT
47
Beacon Capital Management LLC (Tennessee)
Tennessee
$123 – – –
IAIM
48
International Assets Investment Management
Florida
$80 +$48 +117 +146%
BWL
49
Bogart Wealth LLC
Virginia
$42 – – –
CPA
50
Clear Point Advisors
New York
$25 – – –
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