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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
CWMK
751
Caliber Wealth Management (Kansas)
Kansas
$15.9M -$655K -1,067 -4%
DWA
752
Dougherty Wealth Advisers
Minnesota
$15.9M +$9.94M +16,193 +168%
RWM
753
Refined Wealth Management
Utah
$15.7M +$708K +1,153 +5%
BBFA
754
Brindle & Bay Financial Advisors
Texas
$15.7M +$15.7M +25,599 New
FHA
755
Flagship Harbor Advisors
Massachusetts
$15.7M +$6.31M +10,278 +67%
CA
756
Continuum Advisory
Idaho
$15.7M -$466K -760 -3%
PWW
757
Pettyjohn Wood & White
Virginia
$15.7M +$503K +819 +3%
WB
758
WesBanco Bank
West Virginia
$15.7M +$528K +860 +3%
LWM
759
LJI Wealth Management
Indiana
$15.6M -$30.1K -49 -0.2%
BWM
760
Buska Wealth Management
Wisconsin
$15.6M -$4.36M -7,109 -22%
FI
761
Financial Insights
Washington
$15.6M +$344K +561 +2%
RWP
762
RWA Wealth Partners
Massachusetts
$15.6M -$25.6M -41,741 -62%
NPT
763
National Philanthropic Trust
Pennsylvania
$15.6M +$5.12M +8,345 +49%
IF
764
Integrity Financial
Wyoming
$15.6M -$1.17M -1,907 -7%
UBP
765
Union Bancaire Privee
Switzerland
$15.5M +$1.53M +2,501 +11%
CA
766
Claro Advisors
Massachusetts
$15.5M +$299K +488 +2%
IIA
767
Integral Investment Advisors
California
$15.5M -$139K -226 -0.9%
ECM
768
Ebert Capital Management
California
$15.4M +$15.2M +24,799 New
PI
769
Pachira Investments
California
$15.4M +$3.19M +5,195 +26%
GL
770
Gerber LLC
Ohio
$15.3M -$229K -374 -1%
MC
771
Moors & Cabot
Massachusetts
$15.2M +$766K +1,248 +5%
FFL
772
Financial Freedom LLC
Ohio
$15.2M -$325K -529 -2%
CIA
773
Choate Investment Advisors
Massachusetts
$15.2M -$191K -312 -1%
CTC
774
Central Trust Company
Missouri
$15.2M +$656K +1,069 +5%
LFA
775
Legend Financial Advisors
Pennsylvania
$15.2M +$63.2K +103 +0.4%