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Q2 Holdings

348 hedge funds and large institutions have $4.8B invested in Q2 Holdings in 2025 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 121 increasing their positions, 116 reducing their positions, and 47 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

4% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 116

0.07% less ownership

Funds ownership: 106.41%106.34% (-0.07%)

0% less capital invested

Capital invested by funds: $4.81B → $4.8B (-$13.8M)

Holders
348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$30.2M
Puts
$15.1M
Net Calls
Net Calls Change

Top Sellers

1 -$119M
2 -$97.7M
3 -$38.8M
4
UBS Group
UBS Group
Switzerland
-$38.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
301
Private Wealth Management Group
New Jersey
$8.73K
Osaic Holdings
302
Osaic Holdings
Arizona
$8.44K
AssetMark Inc
303
AssetMark Inc
California
$8.44K
WA
304
WPG Advisers
Maryland
$7.58K
NA
305
NewEdge Advisors
Louisiana
$7.36K
AAP
306
Arax Advisory Partners
Colorado
$7.22K
HFS
307
Horizon Financial Services
North Carolina
$7.22K
Jones Financial Companies
308
Jones Financial Companies
Missouri
$7.22K
MCM
309
MAI Capital Management
Ohio
$7.22K
SAG
310
SageView Advisory Group
California
$7.22K
FPF
311
First Pacific Financial
Washington
$7.22K
BBHC
312
Brown Brothers Harriman & Co
New York
$7.07K
NWM
313
Nova Wealth Management
Florida
$6.49K
CIAM
314
Caitong International Asset Management
Hong Kong
$5.05K
HNB
315
Huntington National Bank
Ohio
$4.91K
FCAS
316
First Command Advisory Services
Texas
$4.47K
MB
317
MidFirst Bank
Oklahoma
$4.4K
TCM
318
Triumph Capital Management
Colorado
$4.33K
GWS
319
Greykasell Wealth Strategies
California
$3.9K
SHIM
320
Stone House Investment Management
Pennsylvania
$3.61K
MCM
321
Manchester Capital Management
Vermont
$3.32K
CA
322
Clearstead Advisors
Ohio
$2.81K
Optiver Holding
323
Optiver Holding
Netherlands
$2.74K
BFS
324
Bare Financial Services
Pennsylvania
$2.74K
GSWM
325
Golden State Wealth Management
California
$2.38K