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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
CPA
1651
Capital Performance Advisors
California
$3.64M +$1.26M +2,056 +53%
FCBT
1652
First Citizens Bank & Trust
North Carolina
$3.64M -$226K -369 -6%
PSF
1653
Pacific Sun Financial
California
$3.64M -$2.46K -4 -0.1%
MCM
1654
Mattern Capital Management
Colorado
$3.63M -$750K -1,222 -17%
AWA
1655
Alta Wealth Advisors
Massachusetts
$3.61M +$360K +587 +11%
AP
1656
Advisors Preferred
Maryland
$3.6M +$375K +611 +12%
IC
1657
Inscription Capital
Texas
$3.57M +$761K +1,240 +27%
LWP
1658
LeClair Wealth Partners
Ohio
$3.57M
HNB
1659
Hilltop National Bank
Wyoming
$3.57M +$15.3K +25 +0.4%
PCA
1660
Private Capital Advisors
Connecticut
$3.56M +$982K +1,600 +38%
MFG
1661
Marmo Financial Group
Tennessee
$3.55M -$95.7K -156 -3%
SW
1662
SlateStone Wealth
Florida
$3.55M -$256K -417 -7%
YWS
1663
Yarger Wealth Strategies
Ohio
$3.54M -$282K -459 -7%
SAM
1664
Sawgrass Asset Management
Florida
$3.54M -$614K -1,000 -15%
DAC
1665
Dutch Asset Corp
New York
$3.53M +$3.53M +5,751 New
AC
1666
Addison Capital
Pennsylvania
$3.53M +$1.2M +1,952 +51%
TFA
1667
Toth Financial Advisory
Virginia
$3.53M +$12.9K +21 +0.4%
TLA
1668
Tanglewood Legacy Advisors
Texas
$3.52M
HAG
1669
HF Advisory Group
Maryland
$3.52M -$33.1K -54 -0.9%
HCM
1670
Hilton Capital Management
New York
$3.51M +$988K +1,610 +39%
LJAC
1671
L.J. Altfest & Co
New York
$3.51M -$46.6K -76 -1%
NGA
1672
Naples Global Advisors
Florida
$3.51M +$71.2K +116 +2%
VNA
1673
Valley National Advisers
Pennsylvania
$3.51M +$231K +377 +7%
PWAM
1674
Private Wealth Asset Management
Iowa
$3.51M -$19.6K -32 -0.6%
RFPS
1675
Reality Financial Planning Services
Florida
$3.5M +$3.5M +5,705 New