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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
CI
701
Cavalier Investments
Georgia
$17.7M +$5.94M +9,675 +51%
PCA
702
Prosperity Capital Advisors
Ohio
$17.6M -$847K -1,380 -5%
SAM
703
Silvercrest Asset Management
New York
$17.6M -$288K -470 -2%
SB
704
Simmons Bank
Arkansas
$17.5M -$133K -217 -0.8%
EW
705
Enzi Wealth
Texas
$17.5M +$10.7M +17,495 +164%
SVWAG
706
Sound View Wealth Advisors Group
Georgia
$17.4M -$985K -1,605 -5%
GAMC
707
Garner Asset Management Corp
Texas
$17.4M +$1.15M +1,882 +7%
CPG
708
Cornerstone Planning Group
New Jersey
$17.4M -$3.03M -4,943 -15%
AFG
709
Atomi Financial Group
New York
$17.4M -$2.42M -3,951 -12%
SEIA
710
Signature Estate & Investment Advisors
California
$17.3M -$434K -708 -2%
COFSG
711
Carbahal Olsen Financial Services Group
California
$17.3M -$444K -724 -3%
EWM
712
Empirical Wealth Management
Washington
$17.2M +$738K +1,203 +4%
JHC
713
J. Hagan Capital
Kentucky
$17.2M +$5.77M +9,403 +50%
MSFS
714
Main Street Financial Solutions
Pennsylvania
$17.2M -$3.38M -5,505 -16%
AFAS
715
Acorn Financial Advisory Services
Virginia
$17.2M -$112K -182 -0.6%
TFP
716
Traction Financial Partners
Wyoming
$17.2M -$8.59K -14 -0.1%
PFA
717
Pinnacle Family Advisors
Missouri
$17.1M -$3.22M -5,252 -16%
SSWM
718
Sheets Smith Wealth Management
North Carolina
$17M +$2.05M +3,334 +14%
AFC
719
Adaptive Financial Consulting
Ohio
$17M +$285K +465 +2%
FWM
720
FFT Wealth Management
Pennsylvania
$16.9M -$168K -273 -1%
SF
721
Seros Financial
Arizona
$16.9M +$464K +756 +3%
JA
722
JVL Associates
Michigan
$16.8M -$1.76M -2,869 -9%
FWA
723
Fidelis Wealth Advisors
Colorado
$16.8M +$16.8M +27,311 New
AP
724
Advisortrust Partners
North Carolina
$16.7M +$16.7M +27,245 New
CIA
725
Capital Investment Advisors
Georgia
$16.7M -$37.4K -61 -0.2%