QTWO icon

Q2 Holdings
QTWO

Overview Fund Activity

271 hedge funds and large institutions have $3.75B invested in Q2 Holdings in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 105 increasing their positions, 81 reducing their positions, and 27 closing their positions.

Holders
271
Holders Change
+19
Holders Change %
+7.54%
% of All Funds
3.94%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
49
Increased
105
Reduced
81
Closed
27
Calls
$5.55M
Puts
$1.15M
Net Calls
+$4.4M
Net Calls Change
+$1.47M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$73M
2
Invesco
2
Invesco
Georgia
$124M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$35.2M
4
AI
4
Axiom Investors
Connecticut
$19.3M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$13.5M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$40.4M
3
BlackRock
3
BlackRock
New York
$343M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$12.3M
5
WA
5
Wasatch Advisors
Utah
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
MCF Advisors
Kentucky
$37K – – –
QCG
227
Quadrant Capital Group
Ohio
$32.2K +$1.81K +30 +6%
S
228
SignatureFD
Georgia
$30.8K +$5.13K +85 +20%
NS
229
NBC Securities
Alabama
$29K – – –
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$29K +$10.2K +169 +54%
FP
231
Financial Perspectives
Minnesota
$18.1K – – –
PTC
232
Private Trust Company
Ohio
$17.3K +$7.06K +117 +69%
CIBC Private Wealth Group
233
CIBC Private Wealth Group
Georgia
$12.1K +$2.11K +34 +21%
MTC
234
Matrix Trust Company
Colorado
$12K +$12K +206 New
AF
235
Allworth Financial
California
$10.7K +$7.11K +107 +198%
SC
236
SouthState Corp
Florida
$8.45K +$8.45K +140 New
PWMG
237
Private Wealth Management Group
New Jersey
$7.3K – – –
SAM
238
Smartleaf Asset Management
Massachusetts
$6.96K +$6.96K +115 New
NA
239
NewEdge Advisors
Louisiana
$6.15K +$6.15K +102 New
LC
240
Lindbrook Capital
California
$5.97K +$1.21K +20 +25%
HT
241
Headlands Technologies
Illinois
$5.73K +$5.73K +95 New
MSG
242
Main Street Group
Virginia
$4.88K – – –
GI
243
GAMMA Investing
California
$4.59K +$2.05K +34 +81%
SC
244
Stephens Consulting
Michigan
$3.92K +$3.92K +65 New
GRP
245
Global Retirement Partners
California
$3.86K +$2.78K +46 +256%
HNB
246
Huntington National Bank
Ohio
$3.74K +$1.81K +30 +94%
FFA
247
Farther Finance Advisors
California
$3.49K – – –
SHIM
248
Stone House Investment Management
Pennsylvania
$3.02K – – –
MCM
249
Manchester Capital Management
Vermont
$2.78K – – –
AAP
250
Arax Advisory Partners
Colorado
$2.66K +$2.66K +44 New
8 9
10
11 12