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Q2 Holdings
QTWO

Overview Fund Activity

290 hedge funds and large institutions have $4.98B invested in Q2 Holdings in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 103 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+19
Holders Change %
+7.01%
% of All Funds
4.2%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
45
Increased
103
Reduced
100
Closed
26
Calls
$14.8M
Puts
$1.05M
Net Calls
+$13.7M
Net Calls Change
+$9.32M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$109M
2
PL
2
Perpetual Ltd
Australia
$80.8M
3
Invesco
3
Invesco
Georgia
$212M
4
Ameriprise
4
Ameriprise
Minnesota
$39.3M
5
VWM
5
Venturi Wealth Management
Texas
$48.6M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$131M
2
BCM
2
Brown Capital Management
Maryland
$159M
3
Jennison Associates
3
Jennison Associates
New York
$121M
4
ASP
4
Adams Street Partners
Illinois
$22.4M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$65.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
251
Lindbrook Capital
California
$11.6K +$3.67K +46 +46%
SC
252
SouthState Corp
Florida
$11.2K – – –
SAM
253
Smartleaf Asset Management
Massachusetts
$10.1K +$1.03K +13 +11%
GWM
254
Geneos Wealth Management
Colorado
$9.73K +$8.93K +112 +1,120%
PWMG
255
Private Wealth Management Group
New Jersey
$9.65K – – –
NA
256
NewEdge Advisors
Louisiana
$8.14K – – –
CPA
257
Capital Performance Advisors
California
$7.5K +$7.5K +94 New
EC
258
Elequin Capital
New York
$6.78K +$6.78K +85 New
MSG
259
Main Street Group
Virginia
$6.46K – – –
HNB
260
Huntington National Bank
Ohio
$5.98K +$1.04K +13 +21%
DWM
261
Darwin Wealth Management
Florida
$5.98K +$5.98K +75 New
RIL
262
Rothschild Investment LLC
Illinois
$5.19K +$1.99K +25 +63%
GRP
263
Global Retirement Partners
California
$5.11K – – –
ACM
264
Accent Capital Management
Ohio
$5.03K +$5.03K +63 New
SCM
265
Sterling Capital Management
North Carolina
$4.79K +$4.79K +60 New
FFA
266
Farther Finance Advisors
California
$4.71K +$80 +1 +2%
BF
267
BOK Financial
Oklahoma
$4.67K +$4.67K +60 New
SHIM
268
Stone House Investment Management
Pennsylvania
$3.99K – – –
MCM
269
Manchester Capital Management
Vermont
$3.67K – – –
AAP
270
Arax Advisory Partners
Colorado
$3.51K – – –
ACM
271
Aster Capital Management
United Arab Emirates
$2.79K +$2.79K +35 New
Jones Financial Companies
272
Jones Financial Companies
Missouri
$2.45K – – –
CTC
273
Central Trust Company
Missouri
$2.23K – – –
WSFS
274
Wilmington Savings Fund Society
Delaware
$2.15K +$2.15K +27 New
MA
275
Montag & Associates
Georgia
$1.81K – – –
9 10
11
12 13