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Q2 Holdings

345 hedge funds and large institutions have $4.8B invested in Q2 Holdings in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 120 increasing their positions, 116 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

3% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 116

0.09% less ownership

Funds ownership: 106.39%106.3% (-0.09%)

0% less capital invested

Capital invested by funds: $4.81B → $4.8B (-$14.7M)

Holders
345
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$30.2M
Puts
$15.1M
Net Calls
Net Calls Change

Top Sellers

1 -$119M
2 -$97.7M
3 -$38.8M
4
UBS Group
UBS Group
Switzerland
-$38.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
276
Smartleaf Asset Management
Massachusetts
$22.9K
EI
277
EFG International
$22.5K
LFG
278
Larson Financial Group
Missouri
$22.2K
MWPCG
279
Measured Wealth Private Client Group
New Hampshire
$22.2K
FP
280
Financial Perspectives
Minnesota
$21.6K
WTC
281
WhitTier Trust Company
Nevada
$20K
FDCDDQ
282
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18K
SFG
283
Strive Financial Group
Indiana
$17.7K
MPWT
284
MassMutual Private Wealth & Trust
Connecticut
$16.8K
RIL
285
Rothschild Investment LLC
Illinois
$15.5K
CFB
286
Cullen/Frost Bankers
Texas
$15K
ACM
287
Aster Capital Management
United Arab Emirates
$14.9K
PTC
288
Private Trust Company
Ohio
$14.6K
EWA
289
EverSource Wealth Advisors
Alabama
$14.1K
SS
290
SBI Securities
Japan
$13.3K
AW
291
Ankerstar Wealth
Texas
$11.2K
PFBT
292
Parkside Financial Bank & Trust
Missouri
$11K
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
$10.4K
QL
294
Quarry LP
New York
$10.2K
IAIM
295
International Assets Investment Management
Florida
$10.2K
FFA
296
Farther Finance Advisors
California
$9.96K
SPIA
297
Steward Partners Investment Advisory
New York
$9.89K
PWMG
298
Private Wealth Management Group
New Jersey
$8.73K
Osaic Holdings
299
Osaic Holdings
Arizona
$8.44K
AssetMark Inc
300
AssetMark Inc
California
$8.44K