QTWO icon

Q2 Holdings

325 hedge funds and large institutions have $6.03B invested in Q2 Holdings in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 107 reducing their positions, and 44 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 333325 (-8)

2.68% less ownership

Funds ownership: 106.08%103.4% (-2.7%)

14% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 44

Holders
325
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.6M
Puts
$1.83M
Net Calls
Net Calls Change

Top Buyers

1 +$38.6M
2 +$19.1M
3 +$15.9M
4
Invesco
Invesco
Georgia
+$12M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$9.57M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
276
Principal Securities
Iowa
$19.3K
AF
277
Allworth Financial
California
$18.4K
RIL
278
Rothschild Investment LLC
Illinois
$15K
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$13.2K
RA
280
Rise Advisors
New York
$13K
C
281
Covestor
United Kingdom
$12K
PWMG
282
Private Wealth Management Group
New Jersey
$11.3K
NA
283
NewEdge Advisors
Louisiana
$9.55K
GWM
284
Geneos Wealth Management
Colorado
$9.55K
HFS
285
Horizon Financial Services
North Carolina
$9.36K
HWP
286
Highline Wealth Partners
California
$9.17K
NWM
287
Nova Wealth Management
Florida
$8.42K
Jones Financial Companies
288
Jones Financial Companies
Missouri
$7.61K
MSG
289
Main Street Group
Virginia
$7.58K
MPWT
290
MassMutual Private Wealth & Trust
Connecticut
$7.39K
DWM
291
Darwin Wealth Management
Florida
$7.02K
CI Investments Inc
292
CI Investments Inc
Ontario, Canada
$7K
ACM
293
Accent Capital Management
Ohio
$5.9K
FFA
294
Farther Finance Advisors
California
$5.9K
HNB
295
Huntington National Bank
Ohio
$5.71K
EWA
296
EverSource Wealth Advisors
Alabama
$5.71K
SAM
297
Smartleaf Asset Management
Massachusetts
$5.36K
GWS
298
Greykasell Wealth Strategies
California
$5.05K
SHIM
299
Stone House Investment Management
Pennsylvania
$4.68K
GRP
300
Global Retirement Partners
California
$4.4K