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Q2 Holdings

349 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, 136 increasing their positions, 106 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 106

10% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 61

0% more funds holding

Funds holding: 349349 (0)

5.18% less ownership

Funds ownership: 106.34%101.16% (-5.2%)

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
349
Holders Change
Holders Change %
0%
% of All Funds
4.29%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
67
Increased
136
Reduced
106
Closed
61
Calls
$1.59M
Puts
$6.07M
Net Calls
-$4.48M
Net Calls Change
-$19.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
301
Salomon & Ludwin
Virginia
$6.06K -$19.7K -349 -73%
IAIM
302
International Assets Investment Management
Florida
$5.88K -$1.01K -18 -13%
PWMG
303
Private Wealth Management Group
New Jersey
$5.72K
BIA
304
Bell Investment Advisors
California
$5.06K +$4.96K +88 +463%
HFS
305
Horizon Financial Services
North Carolina
$4.73K
LI
306
LRI Investments
Florida
$4.54K +$5.41K +96 New
BFS
307
Bare Financial Services
Pennsylvania
$4.02K +$2.65K +47 +124%
MSG
308
Main Street Group
Virginia
$3.83K +$4.56K +81 New
TM
309
Torren Management
California
$3.74K -$98.2K -1,742 -96%
MAM
310
Marquette Asset Management
Minnesota
$3.74K +$2.99K +53 +204%
IA
311
IFP Advisors
Florida
$3.5K +$4.17K +74 New
WPA
312
Wealth Preservation Advisors
Tennessee
$3.22K +$3.83K +68 New
FCAS
313
First Command Advisory Services
Texas
$2.93K
MB
314
MidFirst Bank
Oklahoma
$2.88K -$152K -2,704 -98%
TCM
315
Triumph Capital Management
Colorado
$2.84K
PWA
316
Physician Wealth Advisors
Utah
$2.79K +$3.33K +59 New
RF
317
Rossby Financial
Florida
$2.75K +$3.1K +55 +1,833%
GWS
318
Greykasell Wealth Strategies
California
$2.55K
SHIM
319
Stone House Investment Management
Pennsylvania
$2.37K
MCM
320
Manchester Capital Management
Vermont
$2.18K
PFBT
321
Parkside Financial Bank & Trust
Missouri
$2.13K -$6.09K -108 -71%
JWM
322
JPL Wealth Management
Colorado
$2.08K +$2.48K +44 New
TPWA
323
Twin Peaks Wealth Advisors
California
$1.89K +$2.25K +40 New
BWA
324
Basecamp Wealth Advisors
Washington
$1.51K +$1.41K +25 +357%
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$1.37K

QTWO Hedge Fund Activity: Q1 2026 in Review

349 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Q2 Holdings (QTWO) for Q1 2026, worth a combined $2.99B — down 38% from $4.8B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new QTWO positions and 61 closed out — a net gain of 6 holders — while 136 added to existing stakes and 106 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $37.1M. The largest seller was William Blair Investment Management, cutting an estimated $135M.

  • 349 institutional investors held Q2 Holdings (QTWO) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $2.99B of Q2 Holdings stock for Q1 2026, down 38% quarter-over-quarter.
  • 67 funds opened new Q2 Holdings positions in Q1 2026 and 61 closed out, a net change of +6 holders.
  • The largest Q2 Holdings buyer in Q1 2026 was Assenagon Asset Management, an estimated $37.1M added.
  • The largest Q2 Holdings seller in Q1 2026 was William Blair Investment Management, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2026.