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Q2 Holdings

323 hedge funds and large institutions have $6.03B invested in Q2 Holdings in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 131 increasing their positions, 106 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-10
Holders Change %
-3%
% of All Funds
4.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
37
Increased
131
Reduced
106
Closed
44
Calls
$26.6M
Puts
$1.84M
Net Calls
+$24.8M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
301
Parkside Financial Bank & Trust
Missouri
$3.74K +$1.87K +20 +100%
CTC
302
Central Trust Company
Missouri
$2.62K
WSFS
303
Wilmington Savings Fund Society
Delaware
$2.53K
BIG
304
Brooklyn Investment Group
New York
$2.43K +$1.03K +11 +73%
BIA
305
Bell Investment Advisors
California
$1.78K
GEA
306
Glen Eagle Advisors
New Jersey
$1.69K
AssetMark Inc
307
AssetMark Inc
California
$1.69K +$187 +2 +13%
MA
308
Montag & Associates
Georgia
$1.66K
PA
309
Parallel Advisors
California
$1.4K -$3.74K -40 -73%
BFS
310
Bare Financial Services
Pennsylvania
$1.4K +$1.4K +15 New
GSWM
311
Golden State Wealth Management
California
$1.31K
SO
312
Sierra Ocean
California
$1.22K -$1.78K -19 -59%
PWA
313
Physician Wealth Advisors
Utah
$1.22K +$1.22K +13 New
AW
314
Avion Wealth
Texas
$1K +$294 +5 +42%
CFO
315
CVA Family Office
Colorado
$936
BF
316
BOK Financial
Oklahoma
$842 -$5.61K -60 -87%
RAM
317
Riggs Asset Management
Pennsylvania
$656
TCM
318
TD Capital Management
Tennessee
$562
HFS
319
Hughes Financial Services
Virginia
$453 -$529 -7 -54%
IA
320
IFP Advisors
Florida
$282 +$188 +2 +200%
HI
321
Harbour Investments
Wisconsin
$281
TWD
322
True Wealth Design
Ohio
$281
MCM
323
MAI Capital Management
Ohio
$281 +$281 +3 New
Allianz Asset Management
324
Allianz Asset Management
Germany
-$10.4M -129,945 Closed
Balyasny Asset Management
325
Balyasny Asset Management
Illinois
-$9.84M -122,987 Closed