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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
BST
3026
Bath Savings Trust
Maine
$533K +$68.7K +112 +15%
FM
3027
Foster & Motley
Ohio
$532K
AIA
3028
Acute Investment Advisory
Arizona
$532K -$100K -163 -16%
PFM
3029
Peak Financial Management
Massachusetts
$531K -$9.82K -16 -2%
HFS
3030
Hopwood Financial Services
Virginia
$531K
PE
3031
PCM Encore
Colorado
$531K +$530K +864 New
GB
3032
Goepper Burkhardt
South Carolina
$531K -$110K -179 -17%
RCM
3033
Ratan Capital Management
Florida
$531K +$530K +864 New
HWM
3034
Hohimer Wealth Management
Washington
$531K +$1.23K +2 +0.2%
FBT
3035
First Bankers Trust
Kentucky
$528K +$60.1K +98 +13%
GP
3036
Gridiron Partners
Pennsylvania
$527K
OL
3037
Optas LLC
Texas
$527K +$12.9K +21 +3%
CPA
3038
Cathy Pareto & Associates
Florida
$525K +$24.5K +40 +5%
TLCM
3039
Twin Lakes Capital Management
California
$523K +$1.23K +2 +0.2%
PWM
3040
Provident Wealth Management
Tennessee
$523K
CAM
3041
Councilmark Asset Management
Tennessee
$522K
MC
3042
Muzinich & Co
New York
$522K +$522K +850 New
BFG
3043
Birch Financial Group
New Hampshire
$521K -$16.6K -27 -3%
WPC
3044
White Pine Capital
Minnesota
$521K -$198K -322 -27%
EFG
3045
Elevated Financial Group
Indiana
$521K +$520K +848 New
IIM
3046
IFC & Insurance Marketing
California
$520K +$520K +847 New
BWP
3047
BlueStem Wealth Partners
Minnesota
$518K -$28.8K -47 -5%
BCFS
3048
Butensky & Cohen Financial Security
Florida
$518K -$12.3K -20 -2%
BRM
3049
Boston Research & Management
Massachusetts
$518K
CCM
3050
Charter Capital Management
Wisconsin
$518K -$20.9K -34 -4%