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Q2 Holdings

347 hedge funds and large institutions have $2.99B invested in Q2 Holdings in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 134 increasing their positions, 106 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

38% less capital invested

Capital invested by funds: $4.8B → $2.99B (-$1.81B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

74% less call options, than puts

Call options by funds: $1.59M | Put options by funds: $6.07M

Holders
347
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59M
Puts
$6.07M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$19.9K
MCM
277
MAI Capital Management
Ohio
$16.9K
LFG
278
Larson Financial Group
Missouri
$16K
FFA
279
Farther Finance Advisors
California
$16K
AWM
280
Ameliora Wealth Management
Switzerland
$15.1K
FDCDDQ
281
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.9K
FP
282
Financial Perspectives
Minnesota
$14.2K
UB
283
UMB Bank
Missouri
$14K
WTC
284
WhitTier Trust Company
Nevada
$13.9K
RIL
285
Rothschild Investment LLC
Illinois
$12.7K
C
286
Covestor
United Kingdom
$12K
PTC
287
Private Trust Company
Ohio
$11.2K
CFB
288
Cullen/Frost Bankers
Texas
$11.1K
EP
289
Essential Partners
California
$11K
KG
290
Kilter Group
New York
$8.85K
SS
291
SBI Securities
Japan
$8.75K
AssetMark Inc
292
AssetMark Inc
California
$7.76K
SAM
293
Smartleaf Asset Management
Massachusetts
$7.73K
TWD
294
True Wealth Design
Ohio
$7.71K
AW
295
Ankerstar Wealth
Texas
$7.33K
CCWM
296
Cassaday & Co Wealth Management
Virginia
$7.14K
PFM
297
Premier Fund Managers
United Kingdom
$7K
WT
298
Whittier Trust
California
$6.82K
SPIA
299
Steward Partners Investment Advisory
New York
$6.48K
SL
300
Salomon & Ludwin
Virginia
$6.06K