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Invesco QQQ Trust

3,561 hedge funds and large institutions have $138B invested in Invesco QQQ Trust in 2025 Q3 according to their latest regulatory filings, with 254 funds opening new positions, 1,539 increasing their positions, 1,271 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 254 | Existing positions closed: 112

21% more repeat investments, than reductions

Existing positions increased: 1,539 | Existing positions reduced: 1,271

10% more capital invested

Capital invested by funds: $126B → $138B (+$12.4B)

2% more funds holding

Funds holding: 3,4833,561 (+78)

0.16% more ownership

Funds ownership: 36.58%36.74% (+0.16%)

0% less funds holding in top 10

Funds holding in top 10: 776775 (-1)

37% less call options, than puts

Call options by funds: $172B | Put options by funds: $273B

Holders
3,561
Holders Change
+78
Holders Change %
+2.24%
% of All Funds
46.74%
Holding in Top 10
775
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.13%
% of All Funds
10.17%
New
254
Increased
1,539
Reduced
1,271
Closed
112
Calls
$172B
Puts
$273B
Net Calls
-$101B
Net Calls Change
-$47B
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1001
Finivi Inc
Massachusetts
$9.13M -$218K -381 -2%
KV
1002
Kickstand Ventures
New York
$9.12M -$355K -620 -4%
SC
1003
Sykon Capital
New York
$9.1M -$257K -448 -3%
SWA
1004
Sax Wealth Advisors
New Jersey
$9.09M +$8.67M +15,148 New
WAM
1005
Worth Asset Management
Texas
$9.09M -$5.51M -9,621 -39%
MWM
1006
Modera Wealth Management
New Jersey
$9.08M -$29.8K -52 -0.3%
WB
1007
Webster Bank
Connecticut
$9.07M -$40.1K -70 -0.5%
PSCM
1008
Per Stirling Capital Management
Texas
$9.07M -$91K -159 -1%
CAI
1009
Capital Advisors Inc
Oklahoma
$9.07M +$5.84M +10,203 +69%
DWM
1010
Darwin Wealth Management
Florida
$9.05M -$21.2K -37 -0.2%
MF
1011
Meridian Financial
Massachusetts
$8.98M +$8.57M +14,962 New
FA
1012
Fiduciary Alliance
South Carolina
$8.95M +$445K +777 +5%
KWA
1013
Kellett Wealth Advisors
Ohio
$8.79M +$127K +222 +2%
DQRIM
1014
Dale Q Rice Investment Management
Washington
$8.78M -$562K -982 -6%
TWP
1015
Tempus Wealth Planning
California
$8.76M -$1.07M -1,873 -11%
HTIM
1016
Harbour Trust & Investment Management
Indiana
$8.76M -$66.4K -116 -0.8%
SFP
1017
Sandbox Financial Partners
Maryland
$8.76M +$222K +387 +3%
CAM
1018
Cozad Asset Management
Illinois
$8.75M +$122K +213 +1%
GSC
1019
G&S Capital
Colorado
$8.73M +$41.2K +72 +0.5%
FWCM
1020
Ferguson Wellman Capital Management
Oregon
$8.69M +$315K +550 +4%
RIS
1021
Retirement Income Solutions
Michigan
$8.69M +$51K +89 +0.6%
VCM
1022
Verde Capital Management
Michigan
$8.68M -$637K -1,112 -7%
FWM
1023
Fingerlakes Wealth Management
New York
$8.67M -$56.1K -98 -0.7%
MSG
1024
Main Street Group
Virginia
$8.67M +$61.3K +107 +0.7%
RIG
1025
Ramiah Investment Group
Wisconsin
$8.65M +$2.79M +4,869 +51%