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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
LIP
2251
Lynch Investment Planning
Pennsylvania
$1.51M +$1.51M +2,461 New
CCA
2252
Checchi Capital Advisers
California
$1.51M -$193K -315 -11%
JWM
2253
Jeppson Wealth Management
California
$1.51M +$30.1K +49 +2%
RFA
2254
Register Financial Advisors
Georgia
$1.51M +$76.7K +125 +5%
BFPW
2255
BOK Financial Private Wealth
Colorado
$1.5M +$81K +132 +6%
WA
2256
Wealth Architects
California
$1.5M +$614 +1 +0%
HW
2257
HORAN Wealth
Ohio
$1.5M +$1.5M +2,446 New
BCM
2258
Basso Capital Management
Connecticut
$1.5M +$727K +1,185 +94%
LWM
2259
Laidlaw Wealth Management
New York
$1.5M +$57.1K +93 +4%
CB
2260
Community Bank
New York
$1.49M +$114K +186 +8%
AFP
2261
ATX Financial Planning
Texas
$1.49M +$1.49M +2,430 New
GPWA
2262
Gaddis Premier Wealth Advisors
Oklahoma
$1.49M +$1.49M +2,428 New
DA
2263
Drake & Associates
Wisconsin
$1.49M +$195K +318 +15%
GWA
2264
Geometric Wealth Advisors
District of Columbia
$1.49M -$1.23K -2 -0.1%
OPCM
2265
Osborne Partners Capital Management
California
$1.49M -$14.7K -24 -1%
GWSG
2266
GPS Wealth Strategies Group
Colorado
$1.49M -$38.5M -62,757 -96%
SA
2267
Stewardship Advisors
Pennsylvania
$1.48M -$17.2K -28 -1%
CFCS
2268
CDM Financial Counseling Services
Connecticut
$1.48M +$1.47M +2,403 New
BIG
2269
Brooklyn Investment Group
New York
$1.48M +$1.07M +1,740 +273%
FWA
2270
FSC Wealth Advisors
New York
$1.47M -$2.51M -4,092 -63%
DAL
2271
Delta Accumulation LLC
California
$1.47M +$1.23K +2 +0.1%
SWA
2272
Strata Wealth Advisors
Texas
$1.47M -$719K -1,172 -33%
FWM
2273
Forefront Wealth Management
Pennsylvania
$1.47M -$210K -342 -13%
RBC
2274
Romano Brothers & Co
Illinois
$1.47M -$30.7K -50 -2%
HG
2275
Harbor Group
New Hampshire
$1.47M +$17.8K +29 +1%