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Invesco QQQ Trust

3,349 hedge funds and large institutions have $110B invested in Invesco QQQ Trust in 2025 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 1,403 increasing their positions, 1,299 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 1,403 | Existing positions reduced: 1,299

4% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 196

0.07% more ownership

Funds ownership: 37.84%37.91% (+0.07%)

2% less funds holding

Funds holding: 3,4093,349 (-60)

6% less funds holding in top 10

Funds holding in top 10: 753706 (-47)

16% less capital invested

Capital invested by funds: $132B → $110B (-$21.6B)

43% less call options, than puts

Call options by funds: $122B | Put options by funds: $213B

Holders
3,349
Holders Change
-60
Holders Change %
-1.76%
% of All Funds
44.9%
Holding in Top 10
706
Holding in Top 10 Change
-47
Holding in Top 10 Change %
-6.24%
% of All Funds
9.47%
New
204
Increased
1,403
Reduced
1,299
Closed
196
Calls
$122B
Puts
$213B
Net Calls
-$91B
Net Calls Change
-$4B
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1026
Gibraltar Capital Management
Oklahoma
$6.28M +$6.8M +13,390 New
FIS
1027
Fischer Investment Strategies
California
$6.24M -$3.21M -6,318 -32%
FNWM
1028
Financial Network Wealth Management
Utah
$6.21M -$5.54M -10,909 -45%
MFG
1029
Midwest Financial Group
Kansas
$6.2M +$576K +1,134 +9%
LTL
1030
Lowery Thomas LLC
California
$6.19M +$98.6K +194 +1%
RWIA
1031
Roger Wittlin Investment Advisory
California
$6.19M -$232K -457 -3%
UIA
1032
Ulland Investment Advisors
Minnesota
$6.19M -$2.71M -5,337 -29%
BTWM
1033
Baker Tilly Wealth Management
Wisconsin
$6.18M +$112K +220 +2%
PWP
1034
Principle Wealth Partners
Connecticut
$6.18M
SIS
1035
Sound Income Strategies
Florida
$6.17M +$896K +1,764 +15%
CAM
1036
Cozad Asset Management
Illinois
$6.16M -$487K -958 -7%
JHCP
1037
Jackson Hole Capital Partners
Oklahoma
$6.15M +$247K +487 +4%
VAG
1038
VisionPoint Advisory Group
Texas
$6.14M +$2.77M +5,447 +71%
TCOT
1039
Trust Company of Toledo
Ohio
$6.13M +$1.73M +3,397 +35%
ACM
1040
Advisors Capital Management
New Jersey
$6.11M +$1.65M +3,252 +33%
ECA
1041
Elevation Capital Advisory
Oregon
$6.11M -$8.85M -17,424 -57%
CCM
1042
Ciovacco Capital Management
Georgia
$6.1M +$179K +353 +3%
MM
1043
Morangie Management
Florida
$6.1M -$60K -118 -0.9%
RCA
1044
Runnymede Capital Advisors
Ohio
$6.09M -$1.45M -2,857 -18%
LSWP
1045
Liberty Square Wealth Partners
Pennsylvania
$6.09M +$384K +755 +6%
SIM
1046
Sims Investment Management
Ohio
$6.07M +$1.29M +2,538 +24%
HAM
1047
Hickory Asset Management
Ohio
$6.06M -$57.9K -114 -0.9%
LP
1048
LMR Partners
United Kingdom
$6.06M -$26.7M -52,593 -80%
IWA
1049
IBEX Wealth Advisors
New Jersey
$6.05M +$279K +550 +4%
SFP
1050
Shepherd Financial Partners
Massachusetts
$6.04M +$294K +579 +5%

QQQ Hedge Fund Activity: Q1 2025 in Review

3,349 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q1 2025, worth a combined $110B — down 16% from $132B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new QQQ positions and 196 closed out — a net gain of 8 holders — while 1,403 added to existing stakes and 1,299 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.63B. The largest seller was Susquehanna International Group, cutting an estimated $1.25B.

  • 3,349 institutional investors held Invesco QQQ Trust (QQQ) as of Q1 2025, down from 3,409 in Q4 2024.
  • Funds reported $110B of Invesco QQQ Trust stock for Q1 2025, down 16% quarter-over-quarter.
  • 204 funds opened new Invesco QQQ Trust positions in Q1 2025 and 196 closed out, a net change of +8 holders.
  • The largest Invesco QQQ Trust buyer in Q1 2025 was Morgan Stanley, an estimated $1.63B added.
  • The largest Invesco QQQ Trust seller in Q1 2025 was Susquehanna International Group, an estimated $1.25B sold.

Based on aggregated 13F filings for Q1 2025.