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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
CP
2851
Creekside Partners
California
$681K +$1.23K +2 +0.2%
JFG
2852
JDM Financial Group
Texas
$681K -$57.1K -93 -8%
PLFS
2853
Provident Living Financial Services
Utah
$679K +$679K +1,106 New
EWP
2854
Evergreen Wealth Partners
Montana
$679K +$679K +1,106 New
PC
2855
Permanens Capital
New York
$679K -$32.5K -53 -5%
PPC
2856
Park Place Capital
Alabama
$679K
ITG
2857
Index Technologies Group
New York
$678K +$677K +1,104 New
PMG
2858
Private Management Group
California
$678K +$22.1K +36 +3%
TFS
2859
truNorth Financial Services
Pennsylvania
$677K +$676K +1,101 New
GGS
2860
Galvin Gaustad & Stein
Arizona
$676K +$676K +1,101 New
SFG
2861
Sather Financial Group
Texas
$675K +$142K +232 +27%
SWRP
2862
Summit Wealth & Retirement Planning
California
$674K +$123K +200 +22%
RFP
2863
RCS Financial Planning
Maryland
$674K
WAC
2864
William Allan Corp
Colorado
$672K +$671K +1,094 New
LCGC
2865
Legacy Capital Group California
California
$671K +$84.1K +137 +14%
KLI
2866
Kelman-Lazarov Inc
Tennessee
$668K +$193K +315 +41%
BCM
2867
Brasada Capital Management
Texas
$668K -$20.9K -34 -3%
OFP
2868
OLIO Financial Planning
Virginia
$667K +$183K +299 +38%
IWA
2869
Independent Wealth Advisors
North Carolina
$666K +$666K +1,085 New
ZIG
2870
Zullo Investment Group
Pennsylvania
$664K -$61.4K -100 -8%
BFS
2871
Baskin Financial Services
Ontario, Canada
$663K
KFSC
2872
Keystone Financial Services (Colorado)
Colorado
$661K
WJA
2873
Willis Johnson & Associates
Texas
$661K -$6.14K -10 -0.9%
CICI
2874
Capital Investment Counsel Inc
North Carolina
$660K -$15.3K -25 -2%
CF
2875
Claris Financial
Virginia
$657K -$41.1K -67 -6%