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Invesco QQQ Trust

3,349 hedge funds and large institutions have $110B invested in Invesco QQQ Trust in 2025 Q1 according to their latest regulatory filings, with 204 funds opening new positions, 1,403 increasing their positions, 1,299 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 1,403 | Existing positions reduced: 1,299

4% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 196

0.07% more ownership

Funds ownership: 37.84%37.91% (+0.07%)

2% less funds holding

Funds holding: 3,4093,349 (-60)

6% less funds holding in top 10

Funds holding in top 10: 753706 (-47)

16% less capital invested

Capital invested by funds: $132B → $110B (-$21.6B)

43% less call options, than puts

Call options by funds: $122B | Put options by funds: $213B

Holders
3,349
Holders Change
-60
Holders Change %
-1.76%
% of All Funds
44.9%
Holding in Top 10
706
Holding in Top 10 Change
-47
Holding in Top 10 Change %
-6.24%
% of All Funds
9.47%
New
204
Increased
1,403
Reduced
1,299
Closed
196
Calls
$122B
Puts
$213B
Net Calls
-$91B
Net Calls Change
-$4B
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1951
Cape Investment Advisory
Georgia
$1.35M -$183K -360 -11%
DPI
1952
Diversified Portfolios Inc
Michigan
$1.35M +$36.1K +71 +3%
PP
1953
Prudential plc
United Kingdom
$1.35M -$569K -1,120 -28%
EFA
1954
Evernest Financial Advisors
Indiana
$1.34M -$48.3K -95 -3%
Invesco
1955
Invesco
Georgia
$1.34M -$171K -337 -11%
KA
1956
Klingman & Associates
New York
$1.34M +$21.3K +42 +1%
CCG
1957
Coastwise Capital Group
California
$1.34M -$220K -433 -13%
DI
1958
Disciplined Investments
Oklahoma
$1.34M +$132K +260 +10%
HVIA
1959
Hudson Valley Investment Advisors
New York
$1.33M -$137K -270 -9%
SWM
1960
Sagace Wealth Management
Florida
$1.33M +$49.8K +98 +4%
VPF
1961
Vantage Point Financial
Illinois
$1.33M -$22.9K -45 -2%
FP
1962
Financial Perspectives
Minnesota
$1.33M -$109K -214 -7%
WH
1963
Willner & Heller
California
$1.33M +$44.7K +88 +3%
OCG
1964
Opus Capital Group
Ohio
$1.33M +$1.01M +1,989 +237%
FPL
1965
Fortress Private Ledger
North Carolina
$1.33M +$5.08K +10 +0.4%
AF
1966
Aldebaran Financial
$1.33M +$48.3K +95 +3%
KBFS
1967
Kohmann Bosshard Financial Services
Ohio
$1.33M +$1.44M +2,826 New
TIM
1968
Tortoise Investment Management
New York
$1.32M -$30.5K -60 -2%
TWM
1969
TCFG Wealth Management
California
$1.32M -$105K -206 -7%
CWM
1970
Collaborative Wealth Management
Florida
$1.32M -$309K -609 -18%
CWP
1971
Curated Wealth Partners
California
$1.32M -$88.4K -174 -6%
LWM
1972
Liberty Wealth Management
California
$1.31M +$23.9K +47 +2%
FG
1973
Fairman Group
Pennsylvania
$1.31M
SMWM
1974
Silvia McColl Wealth Management
California
$1.31M +$347K +683 +32%
ACA
1975
Atlas Capital Advisors
Wyoming
$1.31M +$923K +1,816 +185%

QQQ Hedge Fund Activity: Q1 2025 in Review

3,349 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco QQQ Trust (QQQ) for Q1 2025, worth a combined $110B — down 16% from $132B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new QQQ positions and 196 closed out — a net gain of 8 holders — while 1,403 added to existing stakes and 1,299 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.63B. The largest seller was Susquehanna International Group, cutting an estimated $1.25B.

  • 3,349 institutional investors held Invesco QQQ Trust (QQQ) as of Q1 2025, down from 3,409 in Q4 2024.
  • Funds reported $110B of Invesco QQQ Trust stock for Q1 2025, down 16% quarter-over-quarter.
  • 204 funds opened new Invesco QQQ Trust positions in Q1 2025 and 196 closed out, a net change of +8 holders.
  • The largest Invesco QQQ Trust buyer in Q1 2025 was Morgan Stanley, an estimated $1.63B added.
  • The largest Invesco QQQ Trust seller in Q1 2025 was Susquehanna International Group, an estimated $1.25B sold.

Based on aggregated 13F filings for Q1 2025.