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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
JHCP
1076
Jackson Hole Capital Partners
Oklahoma
$8.73M -$60.1K -98 -0.7%
MWM
1077
Modera Wealth Management
New Jersey
$8.72M -$571K -931 -6%
CW
1078
Cedarwood Wealth
Colorado
$8.71M +$8.55M +13,926 New
CWMGP
1079
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$8.7M +$120K +196 +1%
DQRIM
1080
Dale Q Rice Investment Management
Washington
$8.68M -$149K -243 -2%
FWM
1081
Fingerlakes Wealth Management
New York
$8.68M -$195K -317 -2%
SCM
1082
Sage Capital Management
New Jersey
$8.67M +$371K +605 +4%
RIG
1083
Ramiah Investment Group
Wisconsin
$8.64M -$209K -341 -2%
PBF
1084
Petix & Botte Financial
California
$8.62M +$52.2K +85 +0.6%
SPCM
1085
Spruce Point Capital Management
New York
$8.6M +$8.59M +14,000 New
BCI
1086
Blue Capital Inc
Nebraska
$8.6M -$212K -345 -2%
VCM
1087
Verde Capital Management
Michigan
$8.56M -$319K -520 -4%
FIBOI
1088
First International Bank of Israel
$8.56M -$139K -227 -2%
GTWM
1089
Global Trust Wealth Management
Florida
$8.55M +$8.54M +13,922 New
CSA
1090
Cottage Street Advisors
Massachusetts
$8.53M +$279K +455 +3%
NJIM
1091
Nabity-Jensen Investment Management
Nebraska
$8.51M +$68.7K +112 +0.8%
KG
1092
Kieckhefer Group
Wisconsin
$8.46M +$12.9K +21 +0.2%
TFM
1093
Trademark Financial Management
Minnesota
$8.46M -$1.8M -2,935 -18%
DCA
1094
DSG Capital Advisors
Minnesota
$8.45M -$114K -186 -1%
BTWM
1095
Baker Tilly Wealth Management
Wisconsin
$8.43M +$180K +294 +2%
AUB
1096
Atlantic Union Bankshares
Virginia
$8.43M -$102K -167 -1%
LWM
1097
Latko Wealth Management
Illinois
$8.41M -$297K -484 -3%
OWG
1098
Oxford Wealth Group
Florida
$8.4M +$8.4M +13,682 New
FCMC
1099
Founders Capital Management (Connecticut)
Connecticut
$8.39M -$4.29K -7 -0.1%
MAMG
1100
Milestone Asset Management Group
Connecticut
$8.38M +$577K +941 +7%