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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
46.83%
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
DWM
1476
Defined Wealth Management
Oregon
$4.65M -$65K -106 -1%
SEP
1477
Signature Equity Partners
Ohio
$4.64M +$4.63M +7,551 New
BCG
1478
BayBridge Capital Group
California
$4.63M -$107K -174 -2%
SF
1479
Symphony Financial
Texas
$4.62M -$271K -442 -6%
AFP
1480
Alpha Financial Partners
Kentucky
$4.61M +$1.09M +1,775 +31%
IAA
1481
Independent Advisor Alliance
North Carolina
$4.61M +$16.6K +27 +0.4%
KF
1482
KKM Financial
Illinois
$4.6M +$4.05M +6,597 +734%
MYIA
1483
Mount Yale Investment Advisors
Colorado
$4.6M -$337K -549 -7%
LG
1484
LAM Group
Oregon
$4.59M
NF
1485
Nvest Financial
New Hampshire
$4.59M +$1.23M +1,999 +37%
FTWA
1486
Fifth Third Wealth Advisors
Ohio
$4.58M +$45.4K +74 +1%
AMG
1487
Advisors Management Group
Wisconsin
$4.57M -$85.9K -140 -2%
PWM
1488
Paulson Wealth Management
Illinois
$4.57M -$10.4K -17 -0.2%
LFP
1489
Lakeshore Financial Planning
Michigan
$4.57M +$39.9K +65 +0.9%
HAM
1490
Harmony Asset Management
Arizona
$4.57M +$337K +550 +8%
PWS
1491
Proactive Wealth Strategies
Georgia
$4.56M +$552K +899 +14%
JAG
1492
Journey Advisory Group
Kentucky
$4.56M +$403K +657 +10%
CWM
1493
Centric Wealth Management
Illinois
$4.55M +$1.23K +2 +0%
TF
1494
Tudor Financial
Ohio
$4.53M -$18.4K -30 -0.4%
SAG
1495
SageView Advisory Group
California
$4.53M -$70.6K -115 -2%
BCM
1496
Becker Capital Management
Oregon
$4.53M -$614 -1 -0%
FB
1497
Finward Bancorp
Indiana
$4.47M +$23.9K +39 +0.5%
RIL
1498
Rothschild Investment LLC
Illinois
$4.46M +$633K +1,031 +17%
PAG
1499
Paladin Advisory Group
Iowa
$4.45M +$115K +188 +3%
FSA
1500
Fort Sheridan Advisors
Illinois
$4.44M -$765K -1,246 -15%