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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
TWM
2026
Topsail Wealth Management
North Carolina
$2.1M +$21.5K +35 +1%
FP
2027
Financial Perspectives
Minnesota
$2.1M +$84.7K +138 +4%
XWM
2028
Xcel Wealth Management
Florida
$2.1M +$311K +507 +17%
CS
2029
Cannell & Spears
New York
$2.09M -$76.7K -125 -4%
SGI
2030
Summit Global Investments
Utah
$2.08M -$47.9K -78 -2%
AGC
2031
August Group Capital
$2.08M +$2.07M +3,378 New
SA
2032
Scarborough Advisors
Maryland
$2.07M +$121K +197 +6%
CWP
2033
Concord Wealth Partners
Virginia
$2.06M +$166K +270 +9%
GIA
2034
GHP Investment Advisors
Colorado
$2.04M +$1.84K +3 +0.1%
OIM
2035
Oder Investment Management
California
$2.04M -$195K -318 -9%
SMWM
2036
Silvia McColl Wealth Management
California
$2.04M
SWM
2037
Sagace Wealth Management
Florida
$2.04M -$91.4K -149 -4%
GFPC
2038
Global Financial Private Client
Florida
$2.03M +$2.46K +4 +0.1%
FWP
2039
FAS Wealth Partners
Kansas
$2.03M -$96.3K -157 -5%
MA
2040
MKT Advisors
California
$2.03M -$22.7K -37 -1%
CCM
2041
Colorado Capital Management
Colorado
$2.03M -$63.2K -103 -3%
Kayne Anderson Rudnick Investment Management
2042
Kayne Anderson Rudnick Investment Management
California
$2.03M -$50.9K -83 -2%
CAM
2043
Capital Asset Management
Colorado
$2.02M +$2.02M +3,294 New
CIA
2044
Cape Investment Advisory
Georgia
$2.02M +$1.79M +2,909 +766%
BWP
2045
BSW Wealth Partners
Colorado
$2.02M -$221K -360 -10%
IWAO
2046
Independence Wealth Advisors (Ohio)
Ohio
$2.02M +$2.02M +3,286 New
MCM
2047
Manchester Capital Management
Vermont
$2.02M -$1.21M -1,975 -38%
AWM
2048
Aviso Wealth Management
Washington
$2.02M -$164K -267 -8%
CPC
2049
Congress Park Capital
New York
$2.02M -$71.8K -117 -3%
PCM
2050
Passive Capital Management
Maryland
$2.01M