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Invesco QQQ Trust

3,734 hedge funds and large institutions have $140B invested in Invesco QQQ Trust in 2025 Q4 according to their latest regulatory filings, with 414 funds opening new positions, 1,501 increasing their positions, 1,386 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

8% more repeat investments, than reductions

Existing positions increased: 1,501 | Existing positions reduced: 1,386

2% more capital invested

Capital invested by funds: $138B → $140B (+$2.61B)

36% less call options, than puts

Call options by funds: $160B | Put options by funds: $248B

Holders
3,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
821
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$160B
Puts
$248B
Net Calls
Net Calls Change

Top Buyers

1 +$12.8B
2 +$3.45B
3 +$1.17B
4
Jane Street
Jane Street
New York
+$850M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$645M

Top Sellers

1 -$5.23B
2 -$2.27B
3 -$723M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$660M
5
HF
HRT Financial
New York
-$513M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
3176
Bourgeon Capital Management
Connecticut
$375K
WF
3177
WinCap Financial
Massachusetts
$375K
SPW
3178
Surience Private Wealth
Washington
$374K
DA
3179
Dover Advisors
Virginia
$373K
WOSD
3180
WFA of San Diego
California
$373K
PSIWM
3181
Paradigm Strategies in Wealth Management
Minnesota
$372K
CWMGO
3182
Capstone Wealth Management Group (Oregon)
Oregon
$372K
TWP
3183
TFO Wealth Partners
Ohio
$372K
TDC
3184
Thompson Davis & Co
Virginia
$372K
HI
3185
Hendershot Investments
Virginia
$372K
BEW
3186
Burton Enright Welch
California
$371K
NWP
3187
NerdWallet Wealth Partners
New York
$371K
TWM
3188
Trevian Wealth Management
Massachusetts
$370K
CTC
3189
Cetera Trust Company
Minnesota
$370K
TLFA
3190
True Link Financial Advisors
California
$370K
PW
3191
Paladin Wealth
Minnesota
$369K
FWM
3192
Forza Wealth Management
Florida
$369K
PWA
3193
Portus Wealth Advisors
North Carolina
$368K
WFMPM
3194
Woodley Farra Manion Portfolio Management
Indiana
$367K
WCM
3195
Weaver Capital Management
Georgia
$367K
PWM
3196
PTM Wealth Management
United States
$366K
TCM
3197
TruNorth Capital Management
Michigan
$366K
NLWP
3198
Next Level Wealth Planning
Idaho
$366K
ICP
3199
Interchange Capital Partners
Pennsylvania
$364K
SRL
3200
Scientech Research LLC
New Jersey
$363K