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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
GIA
626
Gladstone Institutional Advisory
Florida
$20.4M -$820K -1,336 -4%
MIFH
627
Migdal Insurance & Financial Holdings
Israel
$20.4M +$654K +1,066 +3%
GKWIM
628
Gerber Kawasaki Wealth & Investment Management
California
$20.3M +$2.94M +4,793 +17%
MWP
629
Momentum Wealth Planning
Florida
$20.2M +$861K +1,403 +5%
AssetMark Inc
630
AssetMark Inc
California
$20.2M +$3.08M +5,023 +18%
RWI
631
Red Wave Investments
Pennsylvania
$20.2M -$323K -527 -2%
CCM
632
Connective Capital Management
California
$20.1M +$5.15M +8,400 +35%
AWM
633
Accurate Wealth Management
Florida
$20M -$247K -402 -1%
WWA
634
WCG Wealth Advisors
Nevada
$20M +$6.47M +10,546 +48%
SP
635
Sherman Porfolios
Idaho
$20M +$6.74M +10,991 +51%
GWMIA
636
Global Wealth Management Investment Advisory
Florida
$19.9M +$334K +545 +2%
CAGAS
637
Capital Advisory Group Advisory Services
Minnesota
$19.9M -$47.9K -78 -0.2%
DC
638
Destiny Capital
Colorado
$19.8M +$434K +708 +2%
UWM
639
USAdvisors Wealth Management
Minnesota
$19.8M +$87.1K +142 +0.4%
SPWG
640
Syntegra Private Wealth Group
Missouri
$19.7M -$148K -242 -0.7%
PWP
641
Private Wealth Partners
California
$19.6M -$5.05M -8,222 -20%
QA
642
Quattro Advisors
Pennsylvania
$19.6M +$19.6M +31,899 New
JC
643
JB Capital
Connecticut
$19.6M +$195K +317 +1%
KeyBank National Association
644
KeyBank National Association
Ohio
$19.5M -$1.81M -2,949 -8%
KF
645
Kelsey Financial
California
$19.5M +$19.4M +31,687 New
PIA
646
Powell Investment Advisors
Florida
$19.4M +$291K +475 +2%
CWA
647
Consilio Wealth Advisors
Washington
$19.3M -$854K -1,391 -4%
DJYG
648
David J. Yvars Group
Florida
$19.3M +$1.85M +3,018 +11%
PG
649
Prostatis Group
Maryland
$19.3M -$572K -932 -3%
IA
650
ICG Advisors
California
$19.3M +$19.2M +31,282 New