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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
MPWT
2676
MassMutual Private Wealth & Trust
Connecticut
$847K -$26.4K -43 -3%
HP
2677
HT Partners
Connecticut
$846K +$1.84K +3 +0.2%
MFP
2678
Meridian Financial Partners
Virginia
$846K -$73.6K -120 -8%
OWM
2679
Opes Wealth Management
California
$843K +$22.1K +36 +3%
FA
2680
Fagan Associates
New York
$842K -$5.52K -9 -0.7%
TCOK
2681
Trust Company of Kansas
Kansas
$842K
ZI
2682
ZEGA Investments
Florida
$841K +$108K +176 +15%
TBC
2683
Ted Buchan & Co
California
$840K +$629K +1,025 +300%
VCM
2684
Vivaldi Capital Management
Illinois
$839K +$39.9K +65 +5%
EM
2685
Excalibur Management
Massachusetts
$838K -$1.23K -2 -0.1%
SFG
2686
Sage Financial Group
Pennsylvania
$838K +$19.6K +32 +2%
RWS
2687
Resolute Wealth Strategies
Mississippi
$837K +$23.3K +38 +3%
MAM
2688
McLean Asset Management
Virginia
$837K
WAOI
2689
Wealth Advisors of Iowa
Iowa
$836K +$320K +522 +62%
JWM
2690
Johnson Wealth Management
North Dakota
$836K +$835K +1,361 New
PPWM
2691
Paragon Private Wealth Management
Kentucky
$835K +$7.36K +12 +0.9%
SFA
2692
Souders Financial Advisors
Ohio
$834K +$3.07K +5 +0.4%
NAS
2693
Nicolet Advisory Services
Wisconsin
$831K +$168K +273 +26%
TIM
2694
Total Investment Management
Arizona
$831K -$19.6K -32 -2%
WBCM
2695
Wilson & Boucher Capital Management
California
$828K -$202K -330 -20%
AIFAIM
2696
American Institute for Advanced Investment Management
Arizona
$827K -$19K -31 -2%
MSR
2697
Main Street Research
Connecticut
$826K -$153K -250 -16%
HNWA
2698
Henrickson Nauta Wealth Advisors
Michigan
$826K +$401K +654 +97%
SSW
2699
Stone Summit Wealth
Florida
$826K
BFG
2700
Beacon Financial Group
Texas
$826K -$123K -200 -13%