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Invesco QQQ Trust

3,851 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, 1,406 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: 3,5613,851 (+290)

1.96% more ownership

Funds ownership: 36.74%38.7% (+2%)

8% more repeat investments, than reductions

Existing positions increased: 1,525 | Existing positions reduced: 1,406

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
3,851
Holders Change
+290
Holders Change %
+8.14%
% 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
10.53%
New
484
Increased
1,525
Reduced
1,406
Closed
125
Calls
$160B
Puts
$249B
Net Calls
-$88.6B
Net Calls Change
+$12.1B
Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
1051
Per Stirling Capital Management
Texas
$9.14M -$139K -226 -1%
MIA
1052
MMBG Investment Advisors
Florida
$9.13M -$716K -1,167 -7%
MF
1053
Meridian Financial
Massachusetts
$9.13M -$58.3K -95 -0.6%
KWA
1054
Kellett Wealth Advisors
Ohio
$9.07M +$80.4K +131 +0.9%
SIS
1055
Sound Income Strategies
Florida
$9.03M +$2.48M +4,049 +39%
MPCL
1056
My Personal CFO LLC
Washington
$9.03M +$9.02M +14,694 New
MC
1057
Matters Capital
Florida
$8.98M +$8.97M +14,622 New
HTIM
1058
Harbour Trust & Investment Management
Indiana
$8.98M +$17.8K +29 +0.2%
CFCI
1059
Comprehensive Financial Consultants Institutional
Indiana
$8.96M +$396K +645 +5%
FMI
1060
Financial Management Inc
Arkansas
$8.95M +$8.94M +14,575 New
MT
1061
Midwest Trust
Kansas
$8.94M +$1.02M +1,665 +13%
CAM
1062
Cozad Asset Management
Illinois
$8.94M -$18.4K -30 -0.2%
CFB
1063
Cullen/Frost Bankers
Texas
$8.94M +$369K +601 +4%
XT
1064
XTX Topco
Cayman Islands
$8.94M -$8.01M -13,059 -47%
FI
1065
Finivi Inc
Massachusetts
$8.92M -$425K -692 -5%
PCM
1066
Ping Capital Management
New York
$8.91M +$1.96M +3,200 +28%
9C
1067
9823 Capital
Texas
$8.91M +$8.9M +14,500 New
KP
1068
Keel Point
Alabama
$8.89M -$667K -1,087 -7%
GCM
1069
Goldstream Capital Management
Hong Kong
$8.88M +$8.68M +14,149 +4,670%
TWP
1070
Tempus Wealth Planning
California
$8.88M -$85.9K -140 -1%
GI
1071
GAMCO Investors
Connecticut
$8.87M -$1.04M -1,691 -10%
FWCM
1072
Ferguson Wellman Capital Management
Oregon
$8.82M -$71.8K -117 -0.8%
GSC
1073
G&S Capital
Colorado
$8.79M -$138K -225 -2%
MAG
1074
M3 Advisory Group
Massachusetts
$8.79M +$7.36K +12 +0.1%
DWM
1075
Darwin Wealth Management
Florida
$8.75M -$511K -833 -6%