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Invesco QQQ Trust

3,561 hedge funds and large institutions have $138B invested in Invesco QQQ Trust in 2025 Q3 according to their latest regulatory filings, with 254 funds opening new positions, 1,539 increasing their positions, 1,271 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 254 | Existing positions closed: 112

21% more repeat investments, than reductions

Existing positions increased: 1,539 | Existing positions reduced: 1,271

10% more capital invested

Capital invested by funds: $126B → $138B (+$12.5B)

2% more funds holding

Funds holding: 3,4823,561 (+79)

0.17% more ownership

Funds ownership: 36.57%36.74% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 775775 (0)

37% less call options, than puts

Call options by funds: $172B | Put options by funds: $273B

Holders
3,561
Holders Change
+79
Holders Change %
+2.27%
% of All Funds
46.74%
Holding in Top 10
775
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
10.17%
New
254
Increased
1,539
Reduced
1,271
Closed
112
Calls
$172B
Puts
$273B
Net Calls
-$101B
Net Calls Change
-$47B
Name Holding Trade Value Shares
Change
Change in
Stake
AI
251
AdvisorShares Investments
Maryland
$61.5M +$58.6M +102,400 New
KWM
252
Kingsview Wealth Management
Oregon
$61.5M -$1.98M -3,455 -3%
AAS
253
Ameritas Advisory Services
Nebraska
$61.2M +$17.4M +30,362 +42%
FFW
254
Fusion Family Wealth
New York
$60.9M -$1.44M -2,515 -2%
D.E. Shaw & Co
255
D.E. Shaw & Co
New York
$60.6M +$57.8M +100,900 New
SFG
256
Socha Financial Group
New York
$60.4M -$1.13M -1,978 -2%
KFBMI
257
Kentucky Farm Bureau Mutual Insurance
Kentucky
$60M
WA
258
Waverly Advisors
Alabama
$60M -$1.22M -2,124 -2%
EFS
259
Essex Financial Services
Connecticut
$60M +$1.72K +3 +0%
FWP
260
Falcon Wealth Planning
California
$59.9M +$1.38M +2,416 +2%
BAAM
261
Baker Avenue Asset Management
California
$59.9M +$8.97M +15,673 +19%
HFF
262
Halter Ferguson Financial
Indiana
$59.8M -$3.72M -6,492 -6%
P
263
&Partners
Tennessee
$59.7M +$14.9M +25,954 +35%
SWA
264
Serenus Wealth Advisors
California
$59.6M +$2.1M +3,673 +4%
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$58.9M -$4.42M -7,727 -7%
Mitsubishi UFJ Trust & Banking
266
Mitsubishi UFJ Trust & Banking
Japan
$58.7M +$27.4M +47,869 +96%
Bank of New York Mellon
267
Bank of New York Mellon
New York
$58.7M -$3.97M -6,929 -7%
GRR
268
Golden Reserve Retirement
Ohio
$58.4M +$6.55M +11,446 +13%
NSLI
269
Nan Shan Life Insurance
Taiwan
$58.4M +$25.1M +43,864 +82%
NHC
270
Nicholas Hoffman & Company
Georgia
$58.3M +$257K +449 +0.5%
MSCM
271
McElhenny Sheffield Capital Management
Texas
$57.7M +$4.4M +7,685 +9%
PS
272
Portfolio Strategies
New York
$57.4M -$602K -1,051 -1%
AWP
273
Ascent Wealth Partners
New York
$57M +$178K +310 +0.3%
HWM
274
HB Wealth Management
Georgia
$56.8M +$8.95M +15,622 +20%
PCFFS
275
Pacific Center for Financial Services
California
$56.8M -$1.08M -1,891 -2%