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Invesco QQQ Trust

3,849 hedge funds and large institutions have $142B invested in Invesco QQQ Trust in 2025 Q4 according to their latest regulatory filings, with 483 funds opening new positions, 1,525 increasing their positions, 1,405 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 483 | Existing positions closed: 125

12% more funds holding in top 10

Funds holding in top 10: 775866 (+91)

8% more funds holding

Funds holding: 3,5603,849 (+289)

1.96% more ownership

Funds ownership: 36.74%38.7% (+2%)

9% more repeat investments, than reductions

Existing positions increased: 1,525 | Existing positions reduced: 1,405

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
3,849
Holders Change
+289
Holders Change %
+8.12%
% of All Funds
46.83%
Holding in Top 10
866
Holding in Top 10 Change
+91
Holding in Top 10 Change %
+11.74%
% of All Funds
10.54%
New
483
Increased
1,525
Reduced
1,405
Closed
125
Calls
$160B
Puts
$249B
Net Calls
-$88.6B
Net Calls Change
+$12.1B
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
2201
Traphagen Investment Advisors
New Jersey
$1.61M +$520K +847 +48%
SFS
2202
Stiles Financial Services
Minnesota
$1.61M -$11K -18 -0.7%
RWM
2203
Rockwood Wealth Management
Pennsylvania
$1.61M -$62.6K -102 -4%
DI
2204
Disciplined Investments
Oklahoma
$1.61M -$36.2K -59 -2%
TWPM
2205
Total Wealth Planning & Management
Florida
$1.61M +$1.6M +2,615 New
GPWM
2206
Grant Private Wealth Management
California
$1.6M +$323K +526 +25%
HHGA
2207
Halbert Hargrove Global Advisors
California
$1.6M -$121K -197 -7%
BCG
2208
Breakwater Capital Group
New Jersey
$1.6M -$9.2K -15 -0.6%
EFA
2209
Edge Financial Advisors
Illinois
$1.6M -$6.75K -11 -0.4%
BWM
2210
BigSur Wealth Management
Florida
$1.6M +$11.7K +19 +0.7%
PAM
2211
Pacific Asset Management
Washington
$1.6M +$3.07K +5 +0.2%
CFG
2212
Copley Financial Group
California
$1.6M +$63.2K +103 +4%
TM
2213
TigerOak Management
New Mexico
$1.59M -$30.1K -49 -2%
CFFNO
2214
Common Fund For Nonprofit Organizations
Connecticut
$1.59M +$4.29K +7 +0.3%
LFA
2215
Legacy Financial Advisors
Kentucky
$1.59M +$614 +1 +0%
NPPM
2216
North Point Portfolio Managers
Ohio
$1.59M +$614 +1 +0%
WAP
2217
Wealth Analytics Partners
California
$1.59M +$1.59M +2,586 New
CP
2218
Cornerstone Planning
North Carolina
$1.59M +$1.59M +2,585 New
GSIS
2219
Global Strategic Investment Solutions
Arizona
$1.59M +$614 +1 +0%
BAG
2220
Bridgewealth Advisory Group
California
$1.58M +$21.5K +35 +1%
Capstone Investment Advisors
2221
Capstone Investment Advisors
New York
$1.58M -$10.1M -16,536 -87%
FG
2222
Fairman Group
Pennsylvania
$1.58M
LBC
2223
Lowe Brockenbrough & Co
Virginia
$1.58M +$379K +618 +32%
CWM
2224
Cedar Wealth Management
California
$1.58M -$6.75K -11 -0.4%
PAG
2225
Powers Advisory Group
Illinois
$1.57M +$61.4K +100 +4%