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Invesco QQQ Trust

3,414 hedge funds and large institutions have $125B invested in Invesco QQQ Trust in 2025 Q2 according to their latest regulatory filings, with 314 funds opening new positions, 1,532 increasing their positions, 1,185 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,414
Holders Change
+121
Holders Change %
+3.67%
% of All Funds
45.75%
Holding in Top 10
753
Holding in Top 10 Change
+66
Holding in Top 10 Change %
+9.61%
% of All Funds
10.09%
New
314
Increased
1,532
Reduced
1,185
Closed
133
Calls
$147B
Puts
$201B
Net Calls
-$53.7B
Net Calls Change
+$37.3B
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
1651
Physician Wealth Advisors
Utah
$2.61M +$25.4K +46 +1%
GWS
1652
Glassman Wealth Services
Virginia
$2.61M
FF
1653
Farrow Financial
Vermont
$2.6M +$2.6M +4,705 New
EFA
1654
Edge Financial Advisors
Illinois
$2.59M -$146K -264 -5%
BC
1655
Burney Company
Virginia
$2.59M +$188K +340 +8%
CP
1656
Capital Planning
Washington
$2.59M +$595K +1,077 +30%
DIM
1657
Delta Investment Management
California
$2.57M -$187K -339 -7%
PWP
1658
Perfromance Wealth Partners
Illinois
$2.57M +$1.09M +1,978 +74%
JWM
1659
JFG Wealth Management
Colorado
$2.56M +$334K +606 +15%
ADL
1660
Asset Dedication LLC
California
$2.55M -$254K -461 -9%
CWG
1661
Cornerstone Wealth Group
North Carolina
$2.54M +$375K +679 +17%
BPWM
1662
Badgley Phelps Wealth Managers
Washington
$2.54M -$210K -381 -8%
CB
1663
Cadence Bank
Mississippi
$2.53M -$172K -311 -6%
GT
1664
Glenview Trust
Kentucky
$2.52M +$175K +318 +7%
BIG
1665
Brookwood Investment Group
Arizona
$2.52M -$261K -473 -9%
MAWA
1666
Moss Adams Wealth Advisors
Washington
$2.52M +$77.9K +141 +3%
UAG
1667
United Advisor Group
Ohio
$2.52M -$333K -604 -12%
KTC
1668
Kentucky Trust Company
Kentucky
$2.52M -$80.5K -146 -3%
VFG
1669
Victory Financial Group
Texas
$2.52M -$22.1K -40 -0.9%
IP
1670
Interval Partners
New York
$2.51M +$2.51M +4,551 New
SSWM
1671
Smith Salley Wealth Management
North Carolina
$2.5M +$696K +1,262 +39%
KFS
1672
Kaizen Financial Strategies
California
$2.5M -$39.7K -72 -2%
LGWM
1673
Litman Gregory Wealth Management
California
$2.49M +$2.76K +5 +0.1%
RWP
1674
Revolve Wealth Partners
New Jersey
$2.49M -$295K -534 -11%
WFS
1675
Walker Financial Services
Kentucky
$2.49M +$94.9K +172 +4%