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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIS
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
+$591K |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$433K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$275K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$128K |
| 5 |
FIA
FNY Investment Advisers
New York
|
+$101K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Calton & Associates
Tampa,
Florida
|
-$167K |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$53K |
| 3 |
Group One Trading
Chicago,
Illinois
|
-$43.9K |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$41.5K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$21K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
51
Strategic Investment Solutions
Orland Park,
Illinois
| $25 | +$43 | +1 | New |
|
|
VWWMG
52
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
| $12 | – | – | – |
|
53
UBS Group
Zurich,
Switzerland
| $5 | – | – | – |
|
|
CA
54
Calton & Associates
Tampa,
Florida
| – | -$167K | -2,948 | Closed |
|
|
PFS
55
Prospera Financial Services
Dallas,
Texas
| – | -$53K | -937 | Closed |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| – | -$21K | -372 | Closed |
|
|
TWP
57
Triad Wealth Partners
Lawrence,
Kansas
| – | -$3.21K | -57 | Closed |
|
|
SAM
58
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$2.93K | -48 | Closed |
|
|
TSWM
59
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | -$2.64K | -47 | Closed |
|
60
Fidelity Investments
Boston,
Massachusetts
| – | -$377 | -7 | Closed |
|
|
LWANC
61
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$189 | -3 | Closed |
|
62
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$15 | – | – |
|
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.