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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
BFO
1376
Boston Family Office
Massachusetts
$5.48M +$150K +245 +3%
RCWM
1377
Royal Capital Wealth Management
Indiana
$5.47M +$4.91K +8 +0.1%
CWP
1378
Corepath Wealth Partners
Arizona
$5.47M +$881K +1,436 +20%
SCM
1379
Shelton Capital Management
Colorado
$5.46M -$337K -550 -6%
CPA
1380
Clear Point Advisors
New York
$5.46M -$69.3K -113 -1%
PFS
1381
Paller Financial Services
Colorado
$5.45M +$5.45M +8,878 New
CCM
1382
Cohen Capital Management
California
$5.45M +$6.14K +10 +0.1%
JRPCML
1383
J. R. Prunier Capital Management LLC
Massachusetts
$5.45M +$5.45M +8,875 New
CC
1384
Courier Capital
New York
$5.44M +$9.82K +16 +0.2%
3AM
1385
3EDGE Asset Management
Florida
$5.44M -$3.34M -5,449 -38%
PBCM
1386
Point Break Capital Management
Florida
$5.44M +$5.43M +8,855 New
KIC
1387
Kensington Investment Counsel
California
$5.44M +$404K +659 +8%
JCFM
1388
JBR Co Financial Management
Oklahoma
$5.43M -$205K -334 -4%
EPW
1389
Evolve Private Wealth
California
$5.42M +$5.42M +8,826 New
KCFA
1390
Key Client Fiduciary Advisors
New Jersey
$5.41M -$491K -800 -8%
BCA
1391
Bay Colony Advisors
Massachusetts
$5.41M -$216K -352 -4%
CAL
1392
Capital Analysts LLC
Pennsylvania
$5.4M -$66.3K -108 -1%
GP
1393
Guardian Partners
Canada
$5.39M +$5.15M +8,400 +1,600%
EWM
1394
Evercore Wealth Management
New York
$5.39M -$853K -1,390 -14%
VIP
1395
Vista Investment Partners
Oklahoma
$5.38M +$58.3K +95 +1%
JESC
1396
J.E. Simmons & Co
Texas
$5.37M +$5.37M +8,748 New
GT
1397
Glenview Trust
Kentucky
$5.35M +$2.52M +4,113 +89%
JRP
1398
Jasper Ridge Partners
California
$5.35M -$736K -1,200 -12%
SG
1399
Sharper & Granite
California
$5.34M +$40.5K +66 +0.8%
KF
1400
Ketron Financial
California
$5.34M +$5.33M +8,694 New