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PSQ Holdings
PSQH

51 hedge funds and large institutions have $10.1M invested in PSQ Holdings in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

499% more call options, than puts

Call options by funds: $976K | Put options by funds: $163K

0.11% more ownership

Funds ownership: 0.83% → 0.93% (+0.11%)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

4% less funds holding

Funds holding: 53 → 51 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

24% less capital invested

Capital invested by funds: $13.2M → $10.1M (-$3.17M)

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
10
Closed
8
Calls
$976K
Puts
$163K
Net Calls
+$813K
Net Calls Change
-$439K

Top Buyers

Rank Fund Capital Flow
1
HIS
Harvest Investment Services
Illinois
+$591K
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$433K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$275K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$128K
5
FIA
FNY Investment Advisers
New York
+$101K

Top Sellers

Rank Fund Capital Flow
1
CA
Calton & Associates
Florida
-$167K
2
PFS
Prospera Financial Services
Texas
-$53K
3
Group One Trading
Group One Trading
Illinois
-$43.9K
4
AWM
Axxcess Wealth Management
California
-$41.5K
5
TRCT
Tower Research Capital (TRC)
New York
-$21K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Clearstead Advisors
Ohio
$5.18K – – –
CFGS
27
Concourse Financial Group Securities
Alabama
$4.92K – – –
SS
28
Sunbelt Securities
Texas
$3.32K -$953 -22 -20%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$3K -$2.77K -64 -48%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$3K – – –
Jones Financial Companies
31
Jones Financial Companies
Missouri
$2.51K +$2.9K +67 New
AF
32
Allworth Financial
California
$2.43K – – –
IA
33
IFP Advisors
Florida
$1.48K – – –
GSEP
34
Golden State Equity Partners
California
$723 +$866 +20 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 – – –
JP Morgan Chase
40
JP Morgan Chase
New York
$440 +$520 +12 New
GWSG
41
GPS Wealth Strategies Group
Colorado
$431 – – –
PCMC
42
Planning Capital Management Corporation
Pennsylvania
$369 +$433 +10 New
Wells Fargo
43
Wells Fargo
California
$255 -$823 -19 -73%
EWA
44
EverSource Wealth Advisors
Alabama
$246 – – –
GIA
45
GHP Investment Advisors
Colorado
$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 +$346 +8 +160%
BWL
49
Bogart Wealth LLC
Virginia
$42 – – –
CPA
50
Clear Point Advisors
New York
$25 – – –
1
2
3

PSQH Hedge Fund Activity: Q3 2024 in Review

51 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PSQ Holdings (PSQH) for Q3 2024, worth a combined $10.1M — down 24% from $13.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PSQH and 7 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 10 added.

The largest buyer was Harvest Investment Services, opening a new position worth an estimated $591K. The largest seller was Calton & Associates, exiting entirely with an estimated $167K sold.

  • 51 institutional investors held PSQ Holdings (PSQH) as of Q3 2024, down from 53 in Q2 2024.
  • Funds reported $10.1M of PSQ Holdings stock for Q3 2024, down 24% quarter-over-quarter.
  • 7 funds opened new PSQ Holdings positions in Q3 2024 and 8 closed out, a net change of -1 holder.
  • The largest PSQ Holdings buyer in Q3 2024 was Harvest Investment Services, an estimated $591K added.
  • The largest PSQ Holdings seller in Q3 2024 was Calton & Associates, an estimated $167K sold.

Based on aggregated 13F filings for Q3 2024.