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PSQ Holdings
PSQH

67 hedge funds and large institutions have $33.7M invested in PSQ Holdings in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more capital invested

Capital invested by funds: $10.1M → $33.7M (+$23.6M)

231% more call options, than puts

Call options by funds: $11M | Put options by funds: $3.31M

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

31% more funds holding

Funds holding: 51 → 67 (+16)

0.24% more ownership

Funds ownership: 0.93% → 1.17% (+0.24%)

Holders
67
Holders Change
+16
Holders Change %
+31.37%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
12
Reduced
6
Closed
11
Calls
$11M
Puts
$3.31M
Net Calls
+$7.67M
Net Calls Change
+$6.86M

Top Buyers

Rank Fund Capital Flow
1
HCM
Heights Capital Management
California
+$4.04M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$3.26M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.33M
4
FIA
FNY Investment Advisers
New York
+$850K
5
SWM
Spire Wealth Management
Virginia
+$742K

Top Sellers

Rank Fund Capital Flow
1
AWM
Axxcess Wealth Management
California
-$3.03M
2
Mariner
Mariner
Kansas
-$117K
3
SC
Shay Capital
New York
-$60.7K
4
Group One Trading
Group One Trading
Illinois
-$46K
5
CAS
Coppell Advisory Solutions
Texas
-$16.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$1.21K – – –
SWM
52
Sanctuary Wealth Management
Idaho
$1.18K +$802 +17 New
AF
53
Advisornet Financial
Minnesota
$1.06K – – –
WAS
54
Winch Advisory Services
Wisconsin
$999 – – –
AWM
55
Avior Wealth Management
Nebraska
$908 – – –
PA
56
PSI Advisors
Florida
$908 – – –
GWM
57
Geneos Wealth Management
Colorado
$908 +$613 +13 New
S
58
SignatureFD
Georgia
$908 +$613 +13 New
Wells Fargo
59
Wells Fargo
California
$459 – – –
EWA
60
EverSource Wealth Advisors
Alabama
$454 – – –
GIA
61
GHP Investment Advisors
Colorado
$454 – – –
PSFG
62
Park Square Financial Group
Georgia
$454 +$330 +7 New
TRCT
63
Tower Research Capital (TRC)
New York
$409 +$283 +6 New
BCMLT
64
Beacon Capital Management LLC (Tennessee)
Tennessee
$227 – – –
GG
65
Gleason Group
Kentucky
$227 +$141 +3 New
BWL
66
Bogart Wealth LLC
Virginia
$77 – – –
SIS
67
Strategic Investment Solutions
Illinois
$45 – – –
VWWMG
68
Vermillion & White Wealth Management Group
Pennsylvania
$23 – – –
AWM
69
Axxcess Wealth Management
California
– -$3.03M -82,213 Closed
SC
70
Shay Capital
New York
– -$60.7K -1,646 Closed
Group One Trading
71
Group One Trading
Illinois
– -$46K -975 Closed
CAS
72
Coppell Advisory Solutions
Texas
– -$16.8K -445 Closed
SS
73
Sunbelt Securities
Texas
– -$3.32K -90 Closed
GSEP
74
Golden State Equity Partners
California
– -$723 -20 Closed
IAIM
75
International Assets Investment Management
Florida
– -$80 -13 Closed
1 2
3
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PSQH Hedge Fund Activity: Q4 2024 in Review

67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PSQ Holdings (PSQH) for Q4 2024, worth a combined $33.7M — up 235% from $10.1M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PSQH positions and 11 closed out — a net gain of 17 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Heights Capital Management, opening a new position worth an estimated $4.04M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $3.03M sold.

  • 67 institutional investors held PSQ Holdings (PSQH) as of Q4 2024, up from 51 in Q3 2024.
  • Funds reported $33.7M of PSQ Holdings stock for Q4 2024, up 235% quarter-over-quarter.
  • 28 funds opened new PSQ Holdings positions in Q4 2024 and 11 closed out, a net change of +17 holders.
  • The largest PSQ Holdings buyer in Q4 2024 was Heights Capital Management, an estimated $4.04M added.
  • The largest PSQ Holdings seller in Q4 2024 was Axxcess Wealth Management, an estimated $3.03M sold.

Based on aggregated 13F filings for Q4 2024.