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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
KWM
2701
KW Wealth Management
California
$822K +$7.36K +12 +0.9%
TF
2702
Thayer Financial
North Carolina
$821K +$820K +1,337 New
SLP
2703
Storen Legacy Partners
Indiana
$821K +$820K +1,337 New
AFM
2704
Abbot Financial Management
Massachusetts
$821K -$22.7K -37 -3%
CAMV
2705
Concord Asset Management (Virginia)
Virginia
$821K -$614 -1 -0.1%
WHC
2706
Wulff, Hansen & Co
California
$820K
NPT
2707
Nixon Peabody Trust
Massachusetts
$820K +$819K +1,335 New
OWA
2708
Oak Wealth Advisors
Illinois
$820K +$4.91K +8 +0.6%
TF
2709
TLWM Financial
Texas
$819K +$28.8K +47 +4%
SAM
2710
Smith Asset Management
Florida
$818K +$282K +460 +53%
TTWM
2711
TCV Trust & Wealth Management
Virginia
$818K +$52.8K +86 +7%
MCA
2712
Magnolia Capital Advisors
Mississippi
$818K +$817K +1,332 New
AWP
2713
Abacus Wealth Partners
California
$818K -$9.82K -16 -1%
4WM
2714
4J Wealth Management
Virginia
$817K +$6.14K +10 +0.8%
AFC
2715
Avise Financial Cooperative
California
$816K +$816K +1,329 New
G
2716
Gainplan
Michigan
$813K -$16.6K -27 -2%
FC
2717
Fusion Capital
South Carolina
$813K +$6.14K +10 +0.8%
CFP
2718
Catalyst Financial Partners
Massachusetts
$813K +$104K +170 +15%
RMS
2719
Retirement Management Systems
Maryland
$812K +$811K +1,321 New
RCA
2720
Ranch Capital Advisors
Florida
$811K -$4.91K -8 -0.6%
DSC
2721
Duncker Streett & Co
Missouri
$810K -$265K -432 -25%
NI
2722
Natural Investments
California
$810K
DW
2723
Dodds Wealth
Colorado
$809K +$12.3K +20 +2%
DJSG
2724
D.J. St. Germain
Massachusetts
$808K -$27K -44 -3%
IIM
2725
InTrack Investment Management
Vermont
$807K -$18.4K -30 -2%