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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
IAIM
301
International Assets Investment Management
Florida
$5.88K
PWMG
302
Private Wealth Management Group
New Jersey
$5.72K
BIA
303
Bell Investment Advisors
California
$5.06K
HFS
304
Horizon Financial Services
North Carolina
$4.73K
LI
305
LRI Investments
Florida
$4.54K
BFS
306
Bare Financial Services
Pennsylvania
$4.02K
MSG
307
Main Street Group
Virginia
$3.83K
TM
308
Torren Management
California
$3.74K
MAM
309
Marquette Asset Management
Minnesota
$3.74K
IA
310
IFP Advisors
Florida
$3.5K
WPA
311
Wealth Preservation Advisors
Tennessee
$3.22K
FCAS
312
First Command Advisory Services
Texas
$2.93K
MB
313
MidFirst Bank
Oklahoma
$2.88K
TCM
314
Triumph Capital Management
Colorado
$2.84K
PWA
315
Physician Wealth Advisors
Utah
$2.79K
RF
316
Rossby Financial
Florida
$2.75K
GWS
317
Greykasell Wealth Strategies
California
$2.55K
SHIM
318
Stone House Investment Management
Pennsylvania
$2.37K
MCM
319
Manchester Capital Management
Vermont
$2.18K
PFBT
320
Parkside Financial Bank & Trust
Missouri
$2.13K
JWM
321
JPL Wealth Management
Colorado
$2.08K
TPWA
322
Twin Peaks Wealth Advisors
California
$1.89K
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$1.37K
WA
324
WPG Advisers
Maryland
$1.18K
CFM
325
Cornerstone Financial Management
Massachusetts
$1.04K