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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
46.84%
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
DFG
2376
DiPaolo Financial Group
Florida
$1.27M +$1.27M +2,064 New
RCM
2377
Richardson Capital Management
Wisconsin
$1.27M +$27K +44 +2%
LSA
2378
L & S Advisors
California
$1.27M +$44.8K +73 +4%
RWM
2379
Revisor Wealth Management
Ohio
$1.26M +$432K +704 +48%
5W
2380
5T Wealth
California
$1.26M +$159K +259 +14%
NFC
2381
Northstar Financial Companies
Pennsylvania
$1.26M +$425K +693 +51%
JIR
2382
James Investment Research
Ohio
$1.26M -$90.2K -147 -7%
AA
2383
Aire Advisors
California
$1.26M -$896K -1,460 -42%
TI
2384
Truepoint Inc
Ohio
$1.25M +$398K +649 +47%
HWM
2385
Howard Wealth Management
Connecticut
$1.25M +$1.84K +3 +0.1%
DWG
2386
Darden Wealth Group
Michigan
$1.25M -$6.75K -11 -0.5%
CCA
2387
Clearwater Capital Advisors
Illinois
$1.25M -$214K -348 -15%
RBC
2388
Roble Belko & Company
Pennsylvania
$1.25M
ALA
2389
Atlas Legacy Advisors
California
$1.25M +$85.9K +140 +7%
SIA
2390
Schear Investment Advisers
Ohio
$1.25M -$13.5K -22 -1%
FSWA
2391
Financial Synergies Wealth Advisors
Texas
$1.24M +$225K +366 +22%
CG
2392
Clarus Group
Texas
$1.23M
GLR
2393
Great Lakes Retirement
Ohio
$1.23M +$144K +235 +13%
RWM
2394
Rialto Wealth Management
New York
$1.23M -$7.36K -12 -0.6%
SAP
2395
Strategic Advisory Partners
North Carolina
$1.23M +$1.23M +2,002 New
AFG
2396
Allegheny Financial Group
Pennsylvania
$1.23M +$79.2K +129 +7%
BAM
2397
Bosun Asset Management
Illinois
$1.23M +$1.23M +2,000 New
IIA
2398
ICW Investment Advisors
Arizona
$1.23M +$99.4K +162 +9%
MF
2399
Manchester Financial
California
$1.22M -$23.9K -39 -2%
SAM
2400
Seelaus Asset Management
New Jersey
$1.22M -$77.9K -127 -6%