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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
SWP
2001
Significant Wealth Partners
Illinois
$1.26M +$552K +1,086 +68%
PWP
2002
Perfromance Wealth Partners
Illinois
$1.26M -$143K -281 -9%
RWM
2003
Revisor Wealth Management
Ohio
$1.26M +$612K +1,204 +82%
AI
2004
ArchPoint Investors
Florida
$1.26M -$68.6K -135 -5%
TFG
2005
Taylor Financial Group
Virginia
$1.26M -$25.4K -50 -2%
NG
2006
Norden Group
Utah
$1.25M +$219K +431 +19%
AP
2007
Appleton Partners
Massachusetts
$1.25M +$90.4K +178 +7%
CI
2008
CPR Investments
Michigan
$1.25M -$2.26M -4,446 -63%
SC
2009
Solstein Capital
California
$1.25M +$17.3K +34 +1%
SFS
2010
Stiles Financial Services
Minnesota
$1.24M -$37.1K -73 -3%
CRI
2011
Colonial River Investments
Virginia
$1.24M -$77.2K -152 -5%
SMG
2012
Smart Money Group
Texas
$1.24M -$30M -58,958 -96%
OPCM
2013
Osborne Partners Capital Management
California
$1.24M -$57.4K -113 -4%
CA
2014
Cambridge Advisors
Nebraska
$1.23M
IP
2015
Investment Partners
Ohio
$1.23M +$190K +373 +17%
TWPM
2016
Total Wealth Planning & Management
Florida
$1.23M -$7.62K -15 -0.6%
CC
2017
Cadinha & Co
Hawaii
$1.23M +$1.02K +2 +0.1%
BWM
2018
Birchcreek Wealth Management
Ohio
$1.23M -$83.8K -165 -6%
FL
2019
FreeGulliver LLC
Louisiana
$1.22M -$6.1K -12 -0.5%
SC
2020
Saiph Capital
New Jersey
$1.22M +$255K +502 +24%
ACM
2021
Armbruster Capital Management
New York
$1.22M -$4.07K -8 -0.3%
WMWM
2022
Whitaker-Myers Wealth Managers
Ohio
$1.22M +$196K +386 +17%
JWM
2023
Jeppson Wealth Management
California
$1.22M +$99.6K +196 +8%
TNA
2024
True North Advisors
Texas
$1.22M -$33K -65 -2%
5W
2025
5T Wealth
California
$1.22M -$12.2K -24 -0.9%

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.