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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
LWA
1276
Ledgewood Wealth Advisors
New Hampshire
$6.4M -$16.6K -27 -0.3%
BG
1277
Bollard Group
Massachusetts
$6.38M -$5M -8,156 -44%
ARG
1278
Advisory Resource Group
Oklahoma
$6.37M -$411K -670 -6%
FFG
1279
Fortune Financial Group
Florida
$6.33M +$6.31M +10,280 New
AMCA
1280
Arthur M. Cohen & Associates
Illinois
$6.33M +$1.23K +2 +0%
BWA
1281
BlueChip Wealth Advisors
Georgia
$6.32M +$139K +226 +2%
MCCP
1282
Mission Creek Capital Partners
California
$6.32M -$654K -1,065 -9%
CCA
1283
Catalyst Capital Advisors
New York
$6.31M -$38K -62 -0.6%
IP
1284
Interval Partners
New York
$6.3M +$4.02M +6,547 +176%
UIA
1285
Ulland Investment Advisors
Minnesota
$6.29M -$225K -366 -3%
BLWM
1286
Bucket List Wealth Management
Florida
$6.29M +$6.27M +10,226 New
SWA
1287
Sightline Wealth Advisors
Connecticut
$6.28M -$377K -614 -6%
BBA
1288
BLB&B Advisors
Pennsylvania
$6.28M -$362K -590 -5%
IIC
1289
Integrated Investment Consultants
Michigan
$6.26M -$320K -522 -5%
TAM
1290
Titleist Asset Management
Texas
$6.24M +$438K +714 +8%
RA
1291
Riverstone Advisors
Texas
$6.22M +$110K +179 +2%
HP
1292
Holistic Planning
Texas
$6.19M -$326K -531 -5%
OPWM
1293
Oakwell Private Wealth Management
Texas
$6.17M +$33.8K +55 +0.6%
OCM
1294
Objective Capital Management
Ohio
$6.16M +$186K +303 +3%
CW
1295
Channel Wealth
California
$6.15M -$145K -236 -2%
EPIMS
1296
Evelyn Partners Investment Management Services
$6.14M
LIA
1297
Limestone Investment Advisors
New York
$6.14M +$6.14M +10,000 New
PAPAIJV
1298
Paragon Associates & Paragon Associates II Joint Venture
Texas
$6.14M +$6.14M +10,000 New
FAM
1299
Flaharty Asset Management
Florida
$6.14M -$244K -398 -4%
DAS
1300
Daybright Advisory Services
Florida
$6.14M +$6.13M +9,995 New