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PSQ Holdings

44 hedge funds and large institutions have $31.9M invested in PSQ Holdings in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $2.66M

4.16% less ownership

Funds ownership: 5.12%0.96% (-4.2%)

29% less funds holding

Funds holding: 6244 (-18)

33% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 55

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

77% less capital invested

Capital invested by funds: $138M → $31.9M (-$106M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
44
Holders Change
-18
Holders Change %
-29.03%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
2
Reduced
3
Closed
55
Calls
$2.86M
Puts
$2.66M
Net Calls
+$206K
Net Calls Change
+$155K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Axxcess Wealth Management
California
$12.7M +$16.6M +93,339 New
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$5.53M +$7.23M +40,618 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.88M +$2.45M +13,776 New
BlackRock
4
BlackRock
New York
$1.75M +$2.28M +12,816 New
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$1.62M +$2.12M +11,883 New
JCM
6
JAT Capital Management
Connecticut
$1.58M +$2.06M +11,585 New
Mariner
7
Mariner
Kansas
$1.57M +$2.05M +11,537 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.19M +$1.55M +8,709 New
PIWA
9
Prevail Innovative Wealth Advisors
Kansas
$1.05M +$1.37M +7,721 New
SMA
10
Sage Mountain Advisors
Georgia
$657K +$859K +4,825 New
SOW
11
State of Wyoming
Wyoming
$423K +$553K +3,108 New
DMKJ
12
David M. Knott Jr
$307K +$317K +1,778 New
Walleye Capital
13
Walleye Capital
New York
$307K -$169K -950 -30%
Northern Trust
14
Northern Trust
Illinois
$218K +$286K +1,604 New
AWM
15
AE Wealth Management
Kansas
$195K +$255K +1,430 New
Bank of America
16
Bank of America
North Carolina
$165K +$216K +1,214 New
LPL Financial
17
LPL Financial
California
$141K +$184K +1,034 New
Osaic Holdings
18
Osaic Holdings
Arizona
$123K +$133K +749 +493%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$123K +$160K +900 New
SC
20
Shay Capital
New York
$90.8K -$1.1M -6,187 -90%
Morgan Stanley
21
Morgan Stanley
New York
$62.1K +$81.2K +456 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$26.9K +$35.2K +198 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$21K +$26.7K +150 New
CFGS
24
Concourse Financial Group Securities
Alabama
$18.2K
Citadel Advisors
25
Citadel Advisors
Florida
$17.7K -$116K -653 -83%

PSQH Hedge Fund Activity: Q3 2023 in Review

44 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PSQ Holdings (PSQH) for Q3 2023, worth a combined $31.9M — down 77% from $138M a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of PSQH and 37 opened new positions — a net loss of 18 holders — while 3 trimmed existing stakes and 2 added.

The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $16.6M. The largest seller was Fir Tree Capital Management, exiting entirely with an estimated $15.9M sold.

  • 44 institutional investors held PSQ Holdings (PSQH) as of Q3 2023, down from 62 in Q2 2023.
  • Funds reported $31.9M of PSQ Holdings stock for Q3 2023, down 77% quarter-over-quarter.
  • 37 funds opened new PSQ Holdings positions in Q3 2023 and 55 closed out, a net change of -18 holders.
  • The largest PSQ Holdings buyer in Q3 2023 was Axxcess Wealth Management, an estimated $16.6M added.
  • The largest PSQ Holdings seller in Q3 2023 was Fir Tree Capital Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2023.