QTWO icon

Q2 Holdings

326 hedge funds and large institutions have $6.03B invested in Q2 Holdings in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 132 increasing their positions, 107 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

3% less funds holding

Funds holding: 335326 (-9)

2.71% less ownership

Funds ownership: 106.12%103.41% (-2.7%)

16% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 45

Holders
326
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.6M
Puts
$1.83M
Net Calls
Net Calls Change

Top Buyers

1 +$38.6M
2 +$19.1M
3 +$15.9M
4
Invesco
Invesco
Georgia
+$12M
5
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$9.57M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
301
Global Retirement Partners
California
$4.4K
MCM
302
Manchester Capital Management
Vermont
$4.31K
BBPWM
303
Blue Bell Private Wealth Management
Pennsylvania
$3.74K
PFBT
304
Parkside Financial Bank & Trust
Missouri
$3.74K
CTC
305
Central Trust Company
Missouri
$2.62K
WSFS
306
Wilmington Savings Fund Society
Delaware
$2.53K
BIG
307
Brooklyn Investment Group
New York
$2.43K
BIA
308
Bell Investment Advisors
California
$1.78K
GEA
309
Glen Eagle Advisors
New Jersey
$1.69K
AssetMark Inc
310
AssetMark Inc
California
$1.69K
MA
311
Montag & Associates
Georgia
$1.66K
PA
312
Parallel Advisors
California
$1.4K
BFS
313
Bare Financial Services
Pennsylvania
$1.4K
GSWM
314
Golden State Wealth Management
California
$1.31K
SO
315
Sierra Ocean
California
$1.22K
PWA
316
Physician Wealth Advisors
Utah
$1.22K
AW
317
Avion Wealth
Texas
$1K
CFO
318
CVA Family Office
Colorado
$936
BF
319
BOK Financial
Oklahoma
$842
RAM
320
Riggs Asset Management
Pennsylvania
$656
TCM
321
TD Capital Management
Tennessee
$562
HFS
322
Hughes Financial Services
Virginia
$453
IA
323
IFP Advisors
Florida
$282
HI
324
Harbour Investments
Wisconsin
$281
TWD
325
True Wealth Design
Ohio
$281