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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
SIM
901
Seaview Investment Managers
Florida
$12.2M +$282K +459 +2%
ST
902
Sentinel Trust
Texas
$12.2M
SC
903
Sepio Capital
Utah
$12.1M +$1.95M +3,178 +19%
CIC
904
Carnegie Investment Counsel
Ohio
$12.1M -$646K -1,053 -5%
SC
905
Sykon Capital
New York
$12.1M +$2.77M +4,511 +30%
PWA
906
Principia Wealth Advisory
Texas
$12M +$799K +1,302 +7%
FF
907
Formulate Financial
Florida
$12M +$195K +317 +2%
NEPWA
908
New England Private Wealth Advisors
Massachusetts
$12M +$39.3K +64 +0.3%
DWP
909
Daymark Wealth Partners
Ohio
$11.9M -$979K -1,596 -8%
CA
910
Crewe Advisors
Utah
$11.9M -$401K -654 -3%
NS
911
NBC Securities
Alabama
$11.9M +$904K +1,474 +8%
CCW
912
Coastline Complete Wealth
South Carolina
$11.9M +$11.9M +19,364 New
PFA
913
Pure Financial Advisors
California
$11.9M +$1.08M +1,763 +10%
BCP
914
Berkeley Capital Partners
Georgia
$11.9M -$138K -225 -1%
PAM
915
Peak Asset Management
Colorado
$11.8M +$36.2K +59 +0.3%
CT
916
Caldwell Trust
Florida
$11.8M -$136K -222 -1%
CFG
917
Carr Financial Group
Massachusetts
$11.8M +$855K +1,393 +8%
AIM
918
Advyzon Investment Management
Illinois
$11.7M +$7.38M +12,020 +169%
RPGNY
919
Retirement Planning Group (New York)
New York
$11.7M -$235K -383 -2%
HSA
920
HBK Sorce Advisory
Pennsylvania
$11.7M +$140K +228 +1%
MWP
921
Madison Wealth Partners
Wisconsin
$11.7M +$671K +1,094 +6%
JWM
922
JP Wealth Management
South Carolina
$11.7M -$18.4K -30 -0.2%
STA
923
Summit Trail Advisors
New York
$11.7M -$1.48M -2,410 -11%
CWP
924
CFM Wealth Partners
Texas
$11.6M +$291K +474 +3%
OCM
925
Osbon Capital Management
Massachusetts
$11.6M +$11.6M +18,837 New