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Invesco QQQ Trust

3,850 hedge funds and large institutions have $142B invested in Invesco QQQ Trust in 2025 Q4 according to their latest regulatory filings, with 484 funds opening new positions, 1,525 increasing their positions, 1,405 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more first-time investments, than exits

New positions opened: 484 | Existing positions closed: 125

12% more funds holding in top 10

Funds holding in top 10: 775866 (+91)

8% more funds holding

Funds holding: 3,5603,850 (+290)

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
3,850
Holders Change
+290
Holders Change %
+8.15%
% 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
484
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
UCM
1026
Up Capital Management
California
$9.62M +$9.61M +15,663 New
MBWA
1027
Marin Bay Wealth Advisors
California
$9.6M +$9.58M +15,617 New
FM
1028
Family Management
New York
$9.58M -$3.41M -5,551 -26%
RMP
1029
Richards, Merrill & Peterson
Washington
$9.57M +$162K +264 +2%
BSCCG
1030
Blue Sky Capital Consultants Group
California
$9.55M -$11.6M -18,972 -55%
MWM
1031
MorganRosel Wealth Management
Colorado
$9.54M +$193K +315 +2%
ASBI
1032
American State Bank (Iowa)
Iowa
$9.48M -$7.98K -13 -0.1%
MSG
1033
Main Street Group
Virginia
$9.47M +$596K +972 +7%
ATFA
1034
All Terrain Financial Advisors
Minnesota
$9.45M +$96.3K +157 +1%
Loomis, Sayles & Company
1035
Loomis, Sayles & Company
Massachusetts
$9.42M +$9.41M +15,340 New
GAM
1036
Griffin Asset Management
New York
$9.42M -$209K -341 -2%
SFP
1037
Sandbox Financial Partners
Maryland
$9.41M +$450K +733 +5%
BWM
1038
Base Wealth Management
Florida
$9.38M -$1.01M -1,643 -10%
GWAM
1039
Guardian Wealth Advisors (Minnesota)
Minnesota
$9.37M -$332K -541 -3%
KV
1040
Kickstand Ventures
New York
$9.37M +$28.8K +47 +0.3%
CAI
1041
Capital Advisors Inc
Oklahoma
$9.35M -$5.98M -9,741 -39%
BDWCC
1042
B&D White Capital Company
Texas
$9.34M -$15.3K -25 -0.2%
WF
1043
Warner Financial
Maryland
$9.33M -$32.5K -53 -0.3%
FA
1044
Fiduciary Alliance
South Carolina
$9.32M +$159K +259 +2%
WB
1045
Webster Bank
Connecticut
$9.3M +$12.3K +20 +0.1%
CA
1046
Cannon Advisors
North Carolina
$9.28M -$717K -1,169 -7%
AWM
1047
Aprio Wealth Management
Georgia
$9.23M +$2.38M +3,872 +35%
HG
1048
Herbst Group
Connecticut
$9.22M +$634K +1,034 +7%
MFG
1049
Magnus Financial Group
New York
$9.22M +$430K +700 +5%
DF
1050
Dedeker Financial
Minnesota
$9.21M +$9.2M +14,998 New