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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
CTA
2976
Colonial Trust Advisors
South Carolina
$564K +$1.23K +2 +0.2%
CASB
2977
Cape Ann Savings Bank
Massachusetts
$564K
OFS
2978
Opus Financial Solutions
Illinois
$564K +$563K +918 New
MHIC
2979
Marble Harbor Investment Counsel
Massachusetts
$563K -$362K -590 -39%
BA
2980
Bluesphere Advisors
Pennsylvania
$563K
HC
2981
Hamilton Capital
Ohio
$562K +$561K +915 New
BCWM
2982
Ball & Co Wealth Management
Tennessee
$560K +$485K +791 +688%
RWA
2983
Redmont Wealth Advisors
Illinois
$559K -$763K -1,243 -58%
BPC
2984
Bearing Point Capital
Minnesota
$559K +$68.1K +111 +14%
MFPI
2985
Midwest Financial Partners Investments
Minnesota
$559K +$558K +910 New
TA
2986
TPG Advisors
Illinois
$559K -$28.8K -47 -5%
BTW
2987
Boston Trust Walden
Massachusetts
$558K
RTL
2988
Red Tortoise LLC
Georgia
$558K -$60.1K -98 -10%
CAM
2989
Claret Asset Management
Quebec, Canada
$556K +$57.7K +94 +12%
BC
2990
Brio Consultants
California
$555K -$47.9K -78 -8%
GWWM
2991
Great Waters Wealth Management
Minnesota
$555K
AWM
2992
Able Wealth Management
New Jersey
$554K +$164K +268 +42%
OCPWS
2993
One Charles Private Wealth Services
Massachusetts
$554K -$46K -75 -8%
LRPA
2994
L. Roy Papp & Associates
Arizona
$553K +$175K +286 +47%
S
2995
Sunpointe
Missouri
$553K +$37.4K +61 +7%
CFGW
2996
Chancellor Financial Group WB
Pennsylvania
$552K
FA
2997
Fountainhead AM
New Jersey
$552K -$3.55M -5,789 -87%
PTC
2998
Philadelphia Trust Company
Pennsylvania
$552K
CYG
2999
Clean Yield Group
Vermont
$552K
WCM
3000
Windsor Capital Management
Arizona
$551K -$1.23K -2 -0.2%