We are live on ! Find out more
QQQ icon

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
46.83%
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
WLIM
1351
White Lighthouse Investment Management
Massachusetts
$5.7M +$186K +303 +3%
HW
1352
Hancock Whitney
Mississippi
$5.7M
VWM
1353
Vigilare Wealth Management
Arizona
$5.7M -$688K -1,121 -11%
AFO
1354
Arrowroot Family Office
California
$5.68M -$544K -886 -9%
AAG
1355
Armstrong Advisory Group
Massachusetts
$5.68M +$13.5K +22 +0.2%
ZIG
1356
Zuckerman Investment Group
Illinois
$5.67M -$186K -303 -3%
BF
1357
Baring Financial
Washington
$5.65M -$514K -838 -8%
MSA
1358
Marino Stram & Associates
Massachusetts
$5.64M -$114K -185 -2%
FNWM
1359
Financial Network Wealth Management
Utah
$5.63M -$6.14K -10 -0.1%
SW
1360
SkyOak Wealth
Michigan
$5.62M -$143K -233 -2%
GWANC
1361
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.62M +$5.52K +9 +0.1%
FFA
1362
Founders Financial Alliance
North Carolina
$5.59M +$18.4K +30 +0.3%
First Manhattan
1363
First Manhattan
New York
$5.59M -$218K -356 -4%
VR
1364
Valued Retirements
Texas
$5.58M -$279K -455 -5%
CAM
1365
Covenant Asset Management
New Jersey
$5.55M +$121K +198 +2%
WFA
1366
West Financial Advisors
Iowa
$5.54M -$627K -1,021 -10%
RGF
1367
Retirement Guys Formula
Ohio
$5.53M -$454K -740 -8%
PJSIMP
1368
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.52M
MCM
1369
Monument Capital Management
Virginia
$5.52M -$380K -620 -6%
FDW
1370
Fourth Dimension Wealth
Ohio
$5.51M +$29.5K +48 +0.5%
SAM
1371
Secure Asset Management
Michigan
$5.5M +$552K +899 +11%
MBT
1372
Montecito Bank & Trust
California
$5.5M -$106K -173 -2%
MAG
1373
Members Advisory Group
New York
$5.5M -$33.1K -54 -0.6%
AIC
1374
Ayalon Insurance Company
Israel
$5.5M
S
1375
SignatureFD
Georgia
$5.48M +$385K +627 +8%