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Invesco QQQ Trust

3,849 hedge funds and large institutions have $142B invested in Invesco QQQ Trust in 2025 Q4 according to their latest regulatory filings, with 483 funds opening new positions, 1,525 increasing their positions, 1,405 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 483 | Existing positions closed: 125

12% more funds holding in top 10

Funds holding in top 10: 775866 (+91)

8% more funds holding

Funds holding: 3,5603,849 (+289)

1.96% more ownership

Funds ownership: 36.74%38.7% (+2%)

9% more repeat investments, than reductions

Existing positions increased: 1,525 | Existing positions reduced: 1,405

3% more capital invested

Capital invested by funds: $138B → $142B (+$3.57B)

36% less call options, than puts

Call options by funds: $160B | Put options by funds: $249B

Holders
3,849
Holders Change
+289
Holders Change %
+8.12%
% of All Funds
46.84%
Holding in Top 10
866
Holding in Top 10 Change
+91
Holding in Top 10 Change %
+11.74%
% of All Funds
10.54%
New
483
Increased
1,525
Reduced
1,405
Closed
125
Calls
$160B
Puts
$249B
Net Calls
-$88.6B
Net Calls Change
+$12.1B
Name Holding Trade Value Shares
Change
Change in
Stake
HR
2601
Howe & Rusling
New York
$931K +$363K +591 +64%
NA
2602
Nautilus Advisors
California
$930K +$102K +166 +12%
HVP
2603
Hudson Value Partners
Florida
$930K -$71.8K -117 -7%
WW
2604
Waterfront Wealth
Kansas
$929K -$23.3K -38 -2%
GGA
2605
Granite Group Advisors
Connecticut
$928K +$927K +1,511 New
EWM
2606
EPG Wealth Management
Georgia
$927K -$7.36K -12 -0.8%
PG
2607
Patten Group
Tennessee
$927K
ZAM
2608
Zevin Asset Management
Massachusetts
$927K +$25.8K +42 +3%
OC
2609
Oarsman Capital
Wisconsin
$927K +$3.68K +6 +0.4%
SSI
2610
Scott & Selber Inc
Texas
$926K
TS
2611
Tamar Securities
California
$926K +$20.9K +34 +2%
LFS
2612
Lighthouse Financial Services
California
$926K +$925K +1,507 New
WMN
2613
Wealth Management Nebraska
Nebraska
$925K -$53.4K -87 -5%
PW
2614
Potentia Wealth
California
$925K +$275K +448 +42%
BSG
2615
Black Swift Group
Colorado
$921K +$460K +750 +136%
BFA
2616
Bill Few Associates
Pennsylvania
$920K -$614 -1 -0.1%
GCA
2617
Gradient Capital Advisors
California
$920K -$27.6K -45 -3%
CWA
2618
Cura Wealth Advisors
Illinois
$918K +$46.6K +76 +5%
MAM
2619
Marquette Asset Management
Minnesota
$917K -$204K -333 -18%
AIM
2620
Athena Investment Management
California
$916K -$7.36K -12 -0.8%
DCM
2621
Donaldson Capital Management
Indiana
$915K -$87.7K -143 -9%
OBWA
2622
Oak Barrel Wealth Advisory
Virginia
$914K +$913K +1,488 New
FI
2623
FWG Investments
Kentucky
$914K +$44.8K +73 +5%
C1AG
2624
Client 1st Advisory Group
Florida
$908K +$140K +228 +18%
MS
2625
Monetary Solutions
Ohio
$906K +$905K +1,475 New