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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
RMDI
2051
R.M. Davis Inc
Maine
$2.01M +$4.29K +7 +0.2%
CI
2052
CX Institutional
Indiana
$2.01M +$153K +249 +8%
MA
2053
Mezzasalma Advisors
New Jersey
$2.01M -$25.2K -41 -1%
SC
2054
Sierra Capital
Florida
$2M
RCM
2055
Raleigh Capital Management
North Carolina
$2M -$120K -195 -6%
SNB
2056
Security National Bank
Nebraska
$2M +$374K +610 +23%
MBFW
2057
Morton Brown Family Wealth
Pennsylvania
$1.99M +$26.4K +43 +1%
SLWA
2058
San Luis Wealth Advisors
California
$1.98M -$230K -375 -10%
BPFA
2059
Barnes Pettey Financial Advisors
Mississippi
$1.98M +$977K +1,592 +97%
HCM
2060
Howland Capital Management
Massachusetts
$1.98M +$233K +379 +13%
SI
2061
Seeds Investor
New York
$1.98M -$7.36K -12 -0.4%
MC
2062
Mathes Company
New York
$1.97M -$614K -1,000 -24%
PGF
2063
Plan Group Financial
Oklahoma
$1.97M -$4.57M -7,446 -70%
JGIA
2064
Jackson Grant Investment Advisers
Connecticut
$1.97M +$93.9K +153 +5%
CWM
2065
Centurion Wealth Management
Virginia
$1.96M -$38.7K -63 -2%
AWMG
2066
Alliance Wealth Management Group
New Jersey
$1.96M +$532K +867 +37%
TCM
2067
Towercrest Capital Management
Pennsylvania
$1.96M +$532K +867 +37%
EPIME
2068
Evelyn Partners Investment Management (Europe)
$1.96M -$38K -62 -2%
LCM
2069
Lazari Capital Management
California
$1.96M +$3.07K +5 +0.2%
SFGM
2070
Stonebridge Financial Group (Missouri)
Missouri
$1.96M +$1.95M +3,183 New
NB
2071
Nicolet Bankshares
Wisconsin
$1.95M +$62K +101 +3%
MCA
2072
McGuire Capital Advisors
Oklahoma
$1.95M +$1.95M +3,173 New
ITIM
2073
Indiana Trust & Investment Management
Indiana
$1.95M
DPI
2074
Diversified Portfolios Inc
Michigan
$1.94M -$152K -248 -7%
KOC
2075
Koss-Olinger Consulting
Florida
$1.94M -$731K -1,191 -27%