QTWO icon

Q2 Holdings

323 hedge funds and large institutions have $6.03B invested in Q2 Holdings in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 131 increasing their positions, 106 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-10
Holders Change %
-3%
% of All Funds
4.33%
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
131
Reduced
106
Closed
44
Calls
$26.6M
Puts
$1.84M
Net Calls
+$24.8M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Shares
Change %
RIL
276
Rothschild Investment LLC
Illinois
$15K +$3.74K +40 +33%
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$13.2K -$1.22K -13 -8%
RA
278
Rise Advisors
New York
$13K
C
279
Covestor
United Kingdom
$12K -$96 -1 -0.8%
PWMG
280
Private Wealth Management Group
New Jersey
$11.3K
NA
281
NewEdge Advisors
Louisiana
$9.55K -$30.4K -325 -76%
GWM
282
Geneos Wealth Management
Colorado
$9.55K -$23.6K -252 -71%
HFS
283
Horizon Financial Services
North Carolina
$9.36K +$9.36K +100 New
HWP
284
Highline Wealth Partners
California
$9.17K
NWM
285
Nova Wealth Management
Florida
$8.42K
Jones Financial Companies
286
Jones Financial Companies
Missouri
$7.61K +$1.97K +21 +35%
MSG
287
Main Street Group
Virginia
$7.58K
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$7.39K +$3.18K +34 +76%
DWM
289
Darwin Wealth Management
Florida
$7.02K
CI Investments Inc
290
CI Investments Inc
Ontario, Canada
$7K -$986 -10 -12%
ACM
291
Accent Capital Management
Ohio
$5.9K
FFA
292
Farther Finance Advisors
California
$5.9K +$468 +5 +9%
HNB
293
Huntington National Bank
Ohio
$5.71K -$7.49K -80 -57%
EWA
294
EverSource Wealth Advisors
Alabama
$5.71K +$3K +32 +110%
SAM
295
Smartleaf Asset Management
Massachusetts
$5.36K -$10.5K -112 -66%
GWS
296
Greykasell Wealth Strategies
California
$5.05K
SHIM
297
Stone House Investment Management
Pennsylvania
$4.68K
GRP
298
Global Retirement Partners
California
$4.4K +$4.4K +47 New
MCM
299
Manchester Capital Management
Vermont
$4.31K
BBPWM
300
Blue Bell Private Wealth Management
Pennsylvania
$3.74K