We are live on ! Find out more
PSQH icon

PSQ Holdings

71 hedge funds and large institutions have $18.7M invested in PSQ Holdings in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $3.9M | Put options by funds: $1.4M

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

6% more funds holding

Funds holding: 6771 (+4)

0.08% more ownership

Funds ownership: 1.17%1.25% (+0.08%)

44% less capital invested

Capital invested by funds: $33.7M → $18.7M (-$15M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
15
Reduced
11
Closed
15
Calls
$3.9M
Puts
$1.4M
Net Calls
+$2.5M
Net Calls Change
-$5.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
51
Jones Financial Companies
Missouri
$3.33K +$1.42K +28 +42%
CIAM
52
Caitong International Asset Management
Hong Kong
$3.25K +$4.83K +95 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$3K
PS
54
Principal Securities
Iowa
$2.27K
AF
55
Allworth Financial
California
$2.07K
NEWAS
56
N.E.W. Advisory Services
Wisconsin
$1.6K +$2.39K +47 New
IA
57
IFP Advisors
Florida
$1.37K
AF
58
Advisornet Financial
Minnesota
$534
WAS
59
Winch Advisory Services
Wisconsin
$504
SPIA
60
Steward Partners Investment Advisory
New York
$488 -$203 -4 -22%
PA
61
PSI Advisors
Florida
$458
S
62
SignatureFD
Georgia
$458
HFS
63
Hughes Financial Services
Virginia
$442 +$660 +13 New
Wells Fargo
64
Wells Fargo
California
$232
EWA
65
EverSource Wealth Advisors
Alabama
$229
GIA
66
GHP Investment Advisors
Colorado
$229
PSFG
67
Park Square Financial Group
Georgia
$229
FFA
68
Farther Finance Advisors
California
$220 +$356 +7 New
BCMLT
69
Beacon Capital Management LLC (Tennessee)
Tennessee
$115
BWL
70
Bogart Wealth LLC
Virginia
$39
SIS
71
Strategic Investment Solutions
Illinois
$23
VWWMG
72
Vermillion & White Wealth Management Group
Pennsylvania
$11
HCM
73
Heights Capital Management
California
-$5.84M -85,694 Closed
6CM
74
683 Capital Management
New York
-$367K -5,392 Closed
Millennium Management
75
Millennium Management
New York
-$216K -3,172 Closed

PSQH Hedge Fund Activity: Q1 2025 in Review

71 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in PSQ Holdings (PSQH) for Q1 2025, worth a combined $18.7M — down 44% from $33.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PSQH positions and 15 closed out — a net gain of 5 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was Belpointe Asset Management, opening a new position worth an estimated $2.72M. The largest seller was Heights Capital Management, exiting entirely with an estimated $5.84M sold.

  • 71 institutional investors held PSQ Holdings (PSQH) as of Q1 2025, up from 67 in Q4 2024.
  • Funds reported $18.7M of PSQ Holdings stock for Q1 2025, down 44% quarter-over-quarter.
  • 20 funds opened new PSQ Holdings positions in Q1 2025 and 15 closed out, a net change of +5 holders.
  • The largest PSQ Holdings buyer in Q1 2025 was Belpointe Asset Management, an estimated $2.72M added.
  • The largest PSQ Holdings seller in Q1 2025 was Heights Capital Management, an estimated $5.84M sold.

Based on aggregated 13F filings for Q1 2025.