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Invesco QQQ Trust

3,739 hedge funds and large institutions have $140B invested in Invesco QQQ Trust in 2025 Q4 according to their latest regulatory filings, with 415 funds opening new positions, 1,501 increasing their positions, 1,390 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: 1,390

2% more capital invested

Capital invested by funds: $138B → $140B (+$2.63B)

36% less call options, than puts

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

Holders
3,739
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
Calamos Advisors
3526
Calamos Advisors
Illinois
$221K
KPWM
3527
KDK Private Wealth Management
Texas
$221K
FEM
3528
Fulcrum Equity Management
Texas
$221K
MSWM
3529
Mowery & Schoenfeld Wealth Management
Illinois
$220K
KOMWMG
3530
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$219K
CWM
3531
CMH Wealth Management
New Hampshire
$219K
OWA
3532
One Wealth Advisors
California
$219K
BIA
3533
Baer Investment Advisory
California
$217K
6F
3534
626 Financial
Michigan
$217K
LC
3535
Lincoln Capital
Nebraska
$217K
SGK
3536
Steigerwald Gordon & Koch
Virginia
$217K
PSA
3537
Plum Street Advisors
Louisiana
$216K
RFMS
3538
RWQ Financial Management Services
Florida
$216K
RFA
3539
ROI Financial Advisors
Oregon
$216K
CFG
3540
Compton Financial Group
Maryland
$216K
DWMS
3541
Dominguez Wealth Management Solutions
Virginia
$215K
SJIM
3542
St. Johns Investment Management
Florida
$215K
WIC
3543
Wilkins Investment Counsel
Massachusetts
$215K
SIAG
3544
Signet Investment Advisory Group
Rhode Island
$215K
WAM
3545
Wernau Asset Management
Massachusetts
$215K
ICP
3546
Impact Capital Partners
Colorado
$215K
CMP
3547
Coston McIsaac & Partners
Maine
$215K
CAM
3548
Close Asset Management
United Kingdom
$215K
AI
3549
Axecap Investments
Ohio
$215K
OP
3550
Oath Planning
Oklahoma
$215K