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Invesco QQQ Trust

3,414 hedge funds and large institutions have $125B invested in Invesco QQQ Trust in 2025 Q2 according to their latest regulatory filings, with 314 funds opening new positions, 1,532 increasing their positions, 1,185 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,414
Holders Change
+121
Holders Change %
+3.67%
% of All Funds
45.75%
Holding in Top 10
753
Holding in Top 10 Change
+66
Holding in Top 10 Change %
+9.61%
% of All Funds
10.09%
New
314
Increased
1,532
Reduced
1,185
Closed
133
Calls
$147B
Puts
$201B
Net Calls
-$53.7B
Net Calls Change
+$37.3B
Name Holding Trade Value Shares
Change
Shares
Change %
DIP
651
DT Investment Partners
Pennsylvania
$16M
SEIA
652
Signature Estate & Investment Advisors
California
$15.9M +$295K +535 +2%
PWM
653
Proathlete Wealth Management
Florida
$15.9M +$457K +828 +3%
BP
654
Ballentine Partners
Massachusetts
$15.9M -$1.32M -2,395 -8%
CT
655
Coastline Trust
Rhode Island
$15.9M +$851K +1,542 +6%
FFS
656
Fischer Financial Services
Pennsylvania
$15.9M +$46.7K +85 +0.3%
HOWA
657
Heritage Oak Wealth Advisors
Florida
$15.8M +$15.8M +28,710 New
B
658
Bensler
Washington
$15.8M -$75K -136 -0.5%
RFM
659
Royal Fund Management
Florida
$15.8M -$14.6M -26,292 -48%
OWA
660
Outlook Wealth Advisors
Texas
$15.7M +$209K +379 +1%
GKWIM
661
Gerber Kawasaki Wealth & Investment Management
California
$15.7M -$1.03M -1,870 -6%
DJYG
662
David J. Yvars Group
Florida
$15.7M +$46.3K +84 +0.3%
PCA
663
Prosperity Capital Advisors
Ohio
$15.6M +$6.41M +11,624 +70%
OSAM
664
O'Shaughnessy Asset Management
Connecticut
$15.6M -$194K -352 -1%
AFAS
665
Acorn Financial Advisory Services
Virginia
$15.6M +$102K +185 +0.7%
CCM
666
Crew Capital Management
Ohio
$15.5M +$11.2M +20,299 +258%
SAM
667
Silvercrest Asset Management
New York
$15.5M -$631K -1,143 -4%
SWAG
668
Spectrum Wealth Advisory Group
California
$15.5M -$530K -961 -3%
PCP
669
Proficio Capital Partners
Massachusetts
$15.3M +$15.1M +2,006,765 +8,993%
AssetMark Inc
670
AssetMark Inc
California
$15.2M +$34.8K +63 +0.2%
SF
671
Seros Financial
Arizona
$15.2M +$828K +1,501 +6%
3F
672
360 Financial
Minnesota
$15.1M +$312K +565 +2%
AFC
673
Adaptive Financial Consulting
Ohio
$15.1M -$762K -1,381 -5%
RG
674
Rathbones Group
United Kingdom
$15.1M -$54.6K -99 -0.4%
MBTD
675
Mechanics Bank - Trust Department
California
$15M -$460K -833 -3%