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Q2 Holdings
QTWO

Overview Fund Activity

320 hedge funds and large institutions have $6.02B invested in Q2 Holdings in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 130 increasing their positions, 104 reducing their positions, and 45 closing their positions.

Holders
320
Holders Change
-14
Holders Change %
-4.19%
% of All Funds
4.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
37
Increased
130
Reduced
104
Closed
45
Calls
$17.6M
Puts
$1M
Net Calls
+$16.6M
Net Calls Change
+$15.2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$60.5M
2
American Century Companies
2
American Century Companies
Missouri
$102M
3
SAM
3
Silvercrest Asset Management
New York
$19.1M
4
Ameriprise
4
Ameriprise
Minnesota
$103M
5
Invesco
5
Invesco
Georgia
$262M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$39.9M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$55.8M
3
UBS Group
3
UBS Group
Switzerland
$21.3M
4
PL
4
Perpetual Ltd
Australia
$59.3M
5
Millennium Management
5
Millennium Management
New York
$27.6M
Name Market Value Shares Shares
Change 		Shares
Change %
C
276
Covestor
United Kingdom
$12K 125 -1 -0.8%
PWMG
277
Private Wealth Management Group
New Jersey
$11.3K 121 – –
NA
278
NewEdge Advisors
Louisiana
$9.55K 102 -325 -76%
GWM
279
Geneos Wealth Management
Colorado
$9.55K 102 -252 -71%
HFS
280
Horizon Financial Services
North Carolina
$9.36K 100 +100 New
HWP
281
Highline Wealth Partners
California
$9.17K 98 – –
NWM
282
Nova Wealth Management
Florida
$8.42K 90 – –
Jones Financial Companies
283
Jones Financial Companies
Missouri
$7.61K 81 +21 +35%
MSG
284
Main Street Group
Virginia
$7.58K 81 – –
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$7.39K 79 +34 +76%
DWM
286
Darwin Wealth Management
Florida
$7.02K 75 – –
CI Investments Inc
287
CI Investments Inc
Ontario, Canada
$7K 71 -10 -12%
ACM
288
Accent Capital Management
Ohio
$5.9K 63 – –
FFA
289
Farther Finance Advisors
California
$5.9K 63 +5 +9%
HNB
290
Huntington National Bank
Ohio
$5.71K 61 -80 -57%
EWA
291
EverSource Wealth Advisors
Alabama
$5.71K 61 +32 +110%
SAM
292
Smartleaf Asset Management
Massachusetts
$5.36K 57 -112 -66%
GWS
293
Greykasell Wealth Strategies
California
$5.05K 54 – –
SHIM
294
Stone House Investment Management
Pennsylvania
$4.68K 50 – –
GRP
295
Global Retirement Partners
California
$4.4K 47 +47 New
MCM
296
Manchester Capital Management
Vermont
$4.31K 46 – –
BBPWM
297
Blue Bell Private Wealth Management
Pennsylvania
$3.74K 40 – –
PFBT
298
Parkside Financial Bank & Trust
Missouri
$3.74K 40 +20 +100%
CTC
299
Central Trust Company
Missouri
$2.62K 28 – –
WSFS
300
Wilmington Savings Fund Society
Delaware
$2.53K 27 – –
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12
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