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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
OCM
1851
Oribel Capital Management
New York
$2.64M
KIM
1852
Kestra Investment Management
Texas
$2.64M +$103K +168 +4%
CKAIS
1853
Christensen King & Associates Investment Services
Washington
$2.63M -$196K -320 -7%
LFG
1854
Lazard Frères Gestion
France
$2.63M +$1.62M +2,646 +162%
CCM
1855
Campbell Capital Management
Florida
$2.63M -$95.1K -155 -3%
TCWM
1856
Total Clarity Wealth Management
Illinois
$2.62M -$369K -601 -12%
GIA
1857
Gateway Investment Advisers
Ohio
$2.62M +$488K +795 +23%
PFA
1858
Pathway Financial Advisors
Vermont
$2.62M -$76.7K -125 -3%
IWS
1859
Insight Wealth Strategies
California
$2.62M +$103K +168 +4%
DA
1860
Dash Acquisitions
California
$2.62M -$1.32M -2,150 -33%
LGWM
1861
Litman Gregory Wealth Management
California
$2.61M
PWPS
1862
Pinnacle Wealth Planning Services
Ohio
$2.61M -$204K -333 -7%
GAB
1863
German American Bancorp
Indiana
$2.61M +$319K +520 +14%
PP
1864
Patten & Patten
Tennessee
$2.61M +$303K +494 +13%
FPCP
1865
Fort Point Capital Partners
California
$2.61M -$614 -1 -0%
ES
1866
Eagle Strategies
New York
$2.6M -$14.7K -24 -0.6%
YLHM
1867
Yelin Lapidot Holdings Management
Israel
$2.6M -$307K -500 -11%
IPAM
1868
Investment Partners Asset Management
New Jersey
$2.6M -$22.1K -36 -0.8%
OA
1869
Oxbow Advisors
Texas
$2.6M
FFS
1870
Flavin Financial Services
Florida
$2.6M +$77.3K +126 +3%
PFGIA
1871
Patriot Financial Group Insurance Agency
Massachusetts
$2.59M +$147K +240 +6%
UB
1872
UMB Bank
Missouri
$2.59M -$445K -726 -15%
WSC
1873
Wellington Shields & Co
New York
$2.59M +$219K +357 +9%
UAG
1874
United Advisor Group
Ohio
$2.58M -$53.4K -87 -2%
AC
1875
AWM Capital
Arizona
$2.58M -$2.46K -4 -0.1%