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Q2 Holdings
QTWO

Overview Fund Activity

333 hedge funds and large institutions have $5.15B invested in Q2 Holdings in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 139 increasing their positions, 104 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.52%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
55
Increased
139
Reduced
104
Closed
48
Calls
$21.7M
Puts
$20.2M
Net Calls
+$1.45M
Net Calls Change
-$12.8M

Top Buyers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$69.7M
2
Squarepoint
Squarepoint
New York
+$35.9M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$30.3M
4
Millennium Management
Millennium Management
New York
+$20.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$16.8M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$40.3M
2
HRCM
Hood River Capital Management
Florida
-$30.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$19.1M
4
FAM
Fred Alger Management
New York
-$13.7M
5
BCM
Brown Capital Management
Maryland
-$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
301
Jones Financial Companies
Missouri
$4.85K +$2.34K +29 +94%
FFA
302
Farther Finance Advisors
California
$4.73K -$81 -1 -2%
PA
303
Parallel Advisors
California
$4.4K +$640 +8 +17%
GWS
304
Greykasell Wealth Strategies
California
$4.32K +$4.32K +54 New
SHIM
305
Stone House Investment Management
Pennsylvania
$4K +$4K +50 New
MCM
306
Manchester Capital Management
Vermont
$3.68K – – –
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$3.6K +$2.32K +29 +181%
BBPWM
308
Blue Bell Private Wealth Management
Pennsylvania
$3.2K +$3.2K +40 New
PS
309
Principal Securities
Iowa
$3.12K – – –
SO
310
Sierra Ocean
California
$2.56K +$2.56K +32 New
EWA
311
EverSource Wealth Advisors
Alabama
$2.32K -$800 -10 -26%
CTC
312
Central Trust Company
Missouri
$2.24K – – –
WSFS
313
Wilmington Savings Fund Society
Delaware
$2.16K +$320 +4 +17%
CWC
314
Carolinas Wealth Consulting
North Carolina
$1.9K – – –
National Bank of Canada
315
National Bank of Canada
Quebec, Canada
$1.76K +$1.76K +22 New
PFBT
316
Parkside Financial Bank & Trust
Missouri
$1.6K +$1.6K +20 New
SC
317
Stephens Consulting
Michigan
$1.6K +$1.6K +20 New
BIA
318
Bell Investment Advisors
California
$1.52K -$400 -5 -21%
GEA
319
Glen Eagle Advisors
New Jersey
$1.44K – – –
MA
320
Montag & Associates
Georgia
$1.42K -$79 -1 -5%
AssetMark Inc
321
AssetMark Inc
California
$1.28K – – –
BIG
322
Brooklyn Investment Group
New York
$1.2K +$1.2K +15 New
GSWM
323
Golden State Wealth Management
California
$1.12K +$1.12K +14 New
HFS
324
Hughes Financial Services
Virginia
$1.06K +$1.06K +13 New
AW
325
Avion Wealth
Texas
$1K – – –
11 12
13
14 15