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Q2 Holdings
QTWO

Overview Fund Activity

334 hedge funds and large institutions have $6.28B invested in Q2 Holdings in 2024 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 98 increasing their positions, 127 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+44
Holders Change %
+15.17%
% of All Funds
4.45%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
73
Increased
98
Reduced
127
Closed
26
Calls
$25.5M
Puts
$11.2M
Net Calls
+$14.3M
Net Calls Change
+$542K

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$203M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$135M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$75M
4
Ameriprise
4
Ameriprise
Minnesota
$102M
5
Franklin Resources
5
Franklin Resources
California
$47.5M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$213M
2
BCM
2
Brown Capital Management
Maryland
$143M
3
HRCM
3
Hood River Capital Management
Florida
$93.8M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$194M
5
VWM
5
Venturi Wealth Management
Texas
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
301
Nova Wealth Management
Florida
$9.06K +$9.06K +90 New
HT
302
Headlands Technologies
Illinois
$8.25K +$8.25K +82 New
MSG
303
Main Street Group
Virginia
$8.15K – – –
RIL
304
Rothschild Investment LLC
Illinois
$7.55K +$1.01K +10 +15%
DWM
305
Darwin Wealth Management
Florida
$7.55K – – –
HNB
306
Huntington National Bank
Ohio
$6.64K -$906 -9 -12%
ETC
307
Exchange Traded Concepts
Oklahoma
$6.54K +$6.54K +65 New
ACM
308
Accent Capital Management
Ohio
$6.34K – – –
BF
309
BOK Financial
Oklahoma
$6.14K +$801 +9 +15%
SCM
310
Sterling Capital Management
North Carolina
$6.04K – – –
FFA
311
Farther Finance Advisors
California
$5.94K – – –
GRP
312
Global Retirement Partners
California
$4.73K -$1.71K -17 -27%
PA
313
Parallel Advisors
California
$4.73K +$3.52K +35 +292%
MCM
314
Manchester Capital Management
Vermont
$4.63K – – –
AAP
315
Arax Advisory Partners
Colorado
$4.43K – – –
EWA
316
EverSource Wealth Advisors
Alabama
$3.93K +$3.93K +39 New
Jones Financial Companies
317
Jones Financial Companies
Missouri
$3.12K – – –
PS
318
Principal Securities
Iowa
$3.12K +$2.52K +25 +417%
CTC
319
Central Trust Company
Missouri
$2.82K – – –
BIA
320
Bell Investment Advisors
California
$2.42K +$503 +5 +26%
CWC
321
Carolinas Wealth Consulting
North Carolina
$2.4K +$400 +4 +20%
WSFS
322
Wilmington Savings Fund Society
Delaware
$2.32K -$403 -4 -15%
LFG
323
Larson Financial Group
Missouri
$2.01K +$2.01K +20 New
C
324
Covestor
United Kingdom
$2K +$1.7K +17 +567%
MA
325
Montag & Associates
Georgia
$1.93K -$407 -4 -17%
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