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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
46.83%
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
RWM
776
Rezny Wealth Management
Florida
$15.2M +$1.42M +2,321 +10%
LWM
777
Lighthouse Wealth Management
Ohio
$15.1M -$31.9K -52 -0.2%
RI
778
Ruggiero Investments
Florida
$15.1M +$15.1M +24,630 New
HBW
779
Hazlett, Burt & Watson
West Virginia
$15.1M +$1.55M +2,534 +12%
GCP
780
Gill Capital Partners
Colorado
$15.1M +$808K +1,316 +6%
MG
781
Mather Group
Illinois
$15M +$1.34M +2,191 +10%
IWM
782
Iams Wealth Management
Nebraska
$15M -$201K -327 -1%
JF
783
JSF Financial
California
$15M -$44.2K -72 -0.3%
PIS
784
POM Investment Strategies
North Carolina
$15M +$695K +1,133 +5%
SFG
785
SageGuard Financial Group
Tennessee
$15M +$14.9M +24,340 New
FF
786
Finley Financial
Nevada
$14.9M -$537K -875 -3%
HTC
787
Haverford Trust Company
Pennsylvania
$14.9M -$32.5K -53 -0.2%
WEG
788
World Equity Group
Illinois
$14.8M -$344K -561 -2%
CIC
789
Concord Investment Counsel
California
$14.8M -$201K -328 -1%
BWM
790
BCGM Wealth Management
Indiana
$14.7M -$211K -344 -1%
EW
791
Evoke Wealth
California
$14.7M -$105K -171 -0.7%
ODFS
792
O'Donnell Financial Services
California
$14.7M +$407K +664 +3%
AZ
793
Alpha Zero
Florida
$14.7M +$808K +1,317 +6%
AF
794
Advisornet Financial
Minnesota
$14.7M +$331K +539 +2%
VT
795
Vise Technologies
New York
$14.6M +$9.32M +15,193 +176%
CCG
796
Chatham Capital Group
Georgia
$14.6M +$1.84K +3 +0%
SA
797
Sonoma Allocations
California
$14.6M +$450K +733 +3%
Fifth Third Bancorp
798
Fifth Third Bancorp
Ohio
$14.6M +$833K +1,358 +6%
MFG
799
MTM Financial Group
Pennsylvania
$14.6M +$781K +1,272 +6%
PA
800
Procyon Advisors
Connecticut
$14.5M +$10.8M +17,643 +293%