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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
MWA
1501
Merkkuri Wealth Advisors
New York
$4.43M -$370K -603 -8%
AF
1502
Apollon Financial
South Carolina
$4.43M +$331K +539 +8%
KFA
1503
Kelleher Financial Advisors
New York
$4.43M +$438K +714 +11%
TFA
1504
Tobias Financial Advisors
Florida
$4.43M +$161K +263 +4%
BBPWM
1505
Blue Bell Private Wealth Management
Pennsylvania
$4.41M +$1.84K +3 +0%
MIM
1506
Marco Investment Management
Georgia
$4.41M -$16K -26 -0.4%
GCM
1507
Gunpowder Capital Management
Maryland
$4.4M +$4.39M +7,158 New
PAM
1508
PCG Asset Management
New Jersey
$4.4M -$114K -186 -3%
CFSG
1509
Clark Financial Services Group
Missouri
$4.38M -$95.7K -156 -2%
OCA
1510
Odyssey Capital Advisors
Pennsylvania
$4.37M +$4.36M +7,109 New
MLICM
1511
Metropolitan Life Insurance Company (MetLife)
New York
$4.36M -$982K -1,600 -18%
EG
1512
Ellerson Group
Maryland
$4.35M -$43.6K -71 -1%
KFA
1513
Kapstone Financial Advisors
Ohio
$4.34M +$65.7K +107 +2%
CWM
1514
Castle Wealth Management
Florida
$4.34M -$150K -244 -3%
NAMNJ
1515
NorthStar Asset Management (New Jersey)
New Jersey
$4.33M +$30.7K +50 +0.7%
CFG
1516
Clayton Financial Group
Missouri
$4.33M -$614 -1 -0%
SFP
1517
Sterling Financial Planning
New Jersey
$4.32M -$108K -176 -2%
VPIM
1518
Vanguard Personalized Indexing Management
California
$4.32M -$312K -508 -7%
BTD
1519
BankPlus Trust Department
Mississippi
$4.32M -$195K -317 -4%
CBA
1520
Coastal Bridge Advisors
Connecticut
$4.32M -$379K -618 -8%
WIC
1521
Woodmont Investment Counsel
Tennessee
$4.31M -$131K -213 -3%
MCM
1522
Morton Capital Management
California
$4.31M +$2.46K +4 +0.1%
HWP
1523
Hibernia Wealth Partners
Louisiana
$4.31M +$2.12M +3,447 +97%
OC
1524
Opinicus Capital
Florida
$4.31M -$195K -318 -4%
IF
1525
Ironwood Financial
Arizona
$4.31M -$401K -654 -9%