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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
PWM
1426
Purus Wealth Management
California
$5.05M +$34.4K +56 +0.7%
CRWM
1427
Castle Rock Wealth Management
California
$5.05M +$369K +601 +8%
RFP
1428
Root Financial Partners
California
$5.05M +$482K +785 +11%
IBOK
1429
Independence Bank of Kentucky
Kentucky
$5.03M +$423K +690 +9%
PCG
1430
PFC Capital Group
California
$5.02M -$409K -666 -8%
HA
1431
Huntleigh Advisors
Missouri
$5M -$4.63M -7,550 -48%
DWM
1432
DKM Wealth Management
California
$5M +$124K +202 +3%
LW
1433
Linscomb Wealth
Texas
$4.98M -$441K -718 -8%
RFW
1434
Rainier Family Wealth
Washington
$4.98M +$563K +918 +13%
KHCM
1435
Kirtland Hills Capital Management
Ohio
$4.97M +$3.83M +6,239 +337%
LWM
1436
Lifetime Wealth Management
Texas
$4.97M +$4.96M +8,086 New
PEA
1437
Park Edge Advisors
Ohio
$4.97M +$3.71M +6,045 +296%
MHWM
1438
Montz Harcus Wealth Management
Louisiana
$4.94M +$149K +243 +3%
MA
1439
MCF Advisors
Kentucky
$4.93M +$109K +178 +2%
OWMIAS
1440
One Wealth Management Investment & Advisory Services
Florida
$4.92M +$239K +389 +5%
BRWM
1441
Blue Rock Wealth Management
North Carolina
$4.92M +$46.6K +76 +1%
SCA
1442
Sandy Cove Advisors
Massachusetts
$4.92M -$5.9M -9,612 -55%
TPWA
1443
Twin Peaks Wealth Advisors
California
$4.91M +$185K +301 +4%
GA
1444
GSG Advisors
New Jersey
$4.91M +$37.4K +61 +0.8%
BWM
1445
Bernard Wealth Management
Michigan
$4.9M +$57.7K +94 +1%
CPBTD
1446
Central Pacific Bank - Trust Division
Hawaii
$4.9M -$992K -1,616 -17%
CD
1447
Capital Developers
North Carolina
$4.9M +$4.89M +7,972 New
HIA
1448
Harbor Investment Advisory
Maryland
$4.89M +$777K +1,266 +19%
CGPCS
1449
Capital Group Private Client Services
California
$4.89M -$126K -206 -3%
SAW
1450
Signal Advisors Wealth
Michigan
$4.88M +$698K +1,138 +17%