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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
BMC
1551
Beaton Management Company
Massachusetts
$4.13M -$61.4K -100 -1%
WA
1552
WESPAC Advisors
California
$4.12M +$2.42M +3,945 +143%
CWP
1553
Cyndeo Wealth Partners
Florida
$4.11M -$47.9K -78 -1%
AWM
1554
Abound Wealth Management
Tennessee
$4.1M +$140K +228 +4%
ORG
1555
Optimist Retirement Group
Washington
$4.1M +$3.68K +6 +0.1%
LA
1556
Lifeworks Advisors
Michigan
$4.1M +$333K +543 +9%
EWA
1557
Exit Wealth Advisors
Georgia
$4.09M +$784K +1,277 +24%
KWM
1558
Kaydan Wealth Management
Michigan
$4.09M +$24.5K +40 +0.6%
KCM
1559
Kanawha Capital Management
Virginia
$4.07M -$38.7K -63 -0.9%
ATC
1560
Argent Trust Co
Tennessee
$4.07M -$611K -996 -13%
BWS
1561
Buck Wealth Strategies
Colorado
$4.06M -$1.69M -2,761 -29%
HR
1562
Hardy Reed
Mississippi
$4.06M -$38K -62 -0.9%
HFA
1563
High Falls Advisors
New York
$4.06M -$1.78M -2,895 -30%
GAG
1564
GM Advisory Group
New York
$4.06M +$2.35M +3,826 +138%
SW
1565
SVB Wealth
Massachusetts
$4.05M -$375K -611 -8%
HFS
1566
Hantz Financial Services
Michigan
$4.01M +$63.2K +103 +2%
SFWC
1567
Strategic Family Wealth Counselors
New Jersey
$4.01M +$71.2K +116 +2%
CCC
1568
Compass Capital Corp
Massachusetts
$4.01M -$1.23K -2 -0%
OCA
1569
OpenArc Corporate Advisory
Georgia
$4M +$4M +6,519 New
IWN
1570
Independent Wealth Network
Iowa
$4M +$398K +648 +11%
PCA
1571
Peddock Capital Advisors
Massachusetts
$3.99M -$180K -294 -4%
GC
1572
Grimes & Company
Massachusetts
$3.97M +$42.3K +69 +1%
RFW
1573
Redwood Family Wealth
Texas
$3.96M +$3.96M +6,453 New
FWP
1574
Fiduciary Wealth Partners
Massachusetts
$3.96M
BHBT
1575
Burke & Herbert Bank & Trust
Virginia
$3.96M -$3.79M -6,179 -49%