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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
BCM
2301
Bannerstone Capital Management
Minnesota
$1.41M +$1.4M +2,289 New
WWP
2302
Wise Wealth Partners
Arizona
$1.41M +$121K +197 +9%
MWM
2303
Mascoma Wealth Management
New Hampshire
$1.4M
SAM
2304
S.A. Mason
Michigan
$1.4M -$19.6K -32 -1%
JDLA
2305
J. Derek Lewis & Associates
California
$1.4M +$1.4M +2,276 New
VC
2306
Veracity Capital
Georgia
$1.4M -$79.2K -129 -5%
HIM
2307
Hanlon Investment Management
New Jersey
$1.4M +$1.06M +1,725 +314%
HWMC
2308
Heritage Wealth Management (California)
California
$1.4M -$47.9K -78 -3%
MWM
2309
Mascagni Wealth Management
Mississippi
$1.4M +$58.9K +96 +4%
AIS
2310
Advocate Investing Services
Maryland
$1.39M +$1.39M +2,269 New
PPWM
2311
Perissos Private Wealth Management
Oklahoma
$1.39M -$9.83M -16,026 -88%
IWA
2312
Icon Wealth Advisors
Texas
$1.39M +$226K +368 +20%
CPW
2313
Catalyst Private Wealth
California
$1.39M -$30.7K -50 -2%
NRG
2314
Nemes Rush Group
Michigan
$1.39M
LAMNM
2315
Longview Asset Management (New Mexico)
New Mexico
$1.39M -$1.58M -2,568 -53%
HCA
2316
Heck Capital Advisors
Wisconsin
$1.38M
SMG
2317
Smart Money Group
Texas
$1.38M +$224K +365 +19%
CC
2318
Cornerstone Capital
California
$1.38M +$199K +325 +17%
WDG
2319
Wealth Dimensions Group
Ohio
$1.38M
TWM
2320
Tanager Wealth Management
United Kingdom
$1.38M -$1.23K -2 -0.1%
PIWA
2321
Prevail Innovative Wealth Advisors
Kansas
$1.38M +$1.1M +1,786 +393%
SWP
2322
Stone Wealth Partners
Louisiana
$1.37M +$1.37M +2,226 New
AIS
2323
AM Investment Strategies
Tennessee
$1.37M
CSIC
2324
Clifford Swan Investment Counsel
California
$1.36M -$113K -184 -8%
SCA
2325
Sulzberger Capital Advisors
Florida
$1.36M