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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
LWCFA
1601
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.85M +$394K +642 +12%
KMWM
1602
Keudell/Morrison Wealth Management
Oregon
$3.85M +$3.84M +6,262 New
PL
1603
Plancorp LLC
Missouri
$3.84M -$291K -475 -7%
FFG
1604
Fortress Financial Group
Minnesota
$3.84M +$4.91K +8 +0.1%
AAG
1605
Asset Advisory Group
New Jersey
$3.82M +$3.82M +6,221 New
Nomura Asset Management
1606
Nomura Asset Management
Japan
$3.82M
LAM
1607
LOM Asset Management
$3.81M +$283K +461 +8%
UCMOK
1608
United Capital Management of KS
Kansas
$3.81M -$150K -245 -4%
BCM
1609
Boreal Capital Management
Florida
$3.81M -$364K -594 -9%
EV
1610
EJMK Ventures
Illinois
$3.81M +$3.8M +6,195 New
WC
1611
Weil Company
California
$3.8M -$202K -330 -5%
BEAM
1612
Baker Ellis Asset Management
Washington
$3.8M -$21.5K -35 -0.6%
AWC
1613
Adamsbrown Wealth Consultants
Kansas
$3.8M +$711K +1,159 +23%
VCM
1614
Vines Capital Management
Louisiana
$3.79M +$3.79M +6,170 New
IAG
1615
Investment Advisory Group
Massachusetts
$3.78M -$18.4K -30 -0.5%
SSWM
1616
Smith Salley Wealth Management
North Carolina
$3.78M +$85.9K +140 +2%
BOPW
1617
Brandywine Oak Private Wealth
Pennsylvania
$3.78M +$3.07K +5 +0.1%
FNFDCM
1618
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.78M -$7.36K -12 -0.2%
SAM
1619
Smartleaf Asset Management
Massachusetts
$3.77M +$2.28M +3,709 +156%
RCG
1620
Regatta Capital Group
California
$3.75M -$79.8K -130 -2%
KI
1621
Keewaydin Investments
New York
$3.75M +$3.74M +6,102 New
PFBT
1622
Parkside Financial Bank & Trust
Missouri
$3.74M +$22.1K +36 +0.6%
KFSN
1623
Keystone Financial Services (Nebraska)
Nebraska
$3.73M +$22.7K +37 +0.6%
MFF
1624
Michels Family Financial
Texas
$3.73M +$402K +655 +12%
AWE
1625
Avidian Wealth Enterprises
Texas
$3.73M +$290K +472 +8%