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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
ISB
2901
Iowa State Bank
Iowa
$628K +$79.8K +130 +15%
KCM
2902
Kathmere Capital Management
Pennsylvania
$626K -$71.2K -116 -10%
GWAG
2903
Garrett Wealth Advisory Group
Texas
$625K -$17.2K -28 -3%
LWM
2904
Lodestone Wealth Management
Washington
$625K -$6.14K -10 -1%
SIC
2905
SJS Investment Consulting
Ohio
$625K +$10.4K +17 +2%
HPBT
2906
Hickory Point Bank & Trust
Illinois
$623K
GWM
2907
Gibbs Wealth Management
Georgia
$620K
LFGO
2908
Legacy Financial Group (Oklahoma)
Oklahoma
$619K +$122K +199 +25%
FFA
2909
Fortune Financial Advisors
Kansas
$617K +$17.2K +28 +3%
GC
2910
Gruss & Co
Florida
$614K
JAM
2911
JW Asset Management
Florida
$614K +$614K +1,000 New
FNA
2912
First National Advisers
Nebraska
$611K -$92.7K -151 -13%
MAM
2913
MMA Asset Management
Pennsylvania
$610K -$2.46K -4 -0.4%
WFP
2914
Worthington Financial Partners
Ohio
$609K +$609K +992 New
BFW
2915
Brady Family Wealth
Missouri
$609K -$51.5K -84 -8%
BOSSRA
2916
B.O.S.S. Retirement Advisors
Utah
$608K -$1.59M -2,587 -72%
AIP
2917
Almanack Investment Partners
Pennsylvania
$608K +$191K +311 +46%
FF
2918
Friday Financial
Iowa
$608K
KWM
2919
Koa Wealth Management
California
$608K +$11.7K +19 +2%
SIMC
2920
Squire Investment Management Company
Utah
$608K +$607K +989 New
SHFG
2921
S Harris Financial Group
Texas
$607K +$606K +988 New
ARA
2922
Alexander Randolph Advisory
Virginia
$606K -$49.7K -81 -8%
BOJHT
2923
Bank of Jackson Hole Trust
Wyoming
$606K -$21.5K -35 -3%
CWA
2924
Consilium Wealth Advisory
Texas
$605K +$3.07K +5 +0.5%
TGIA
2925
Torrey Growth & Income Advisors
California
$605K +$269K +438 +80%