QTWO icon

Q2 Holdings

345 hedge funds and large institutions have $4.8B invested in Q2 Holdings in 2025 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 120 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:

3% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 116

0.1% less ownership

Funds ownership: 106.4%106.3% (-0.1%)

0% less capital invested

Capital invested by funds: $4.81B → $4.8B (-$15.1M)

Holders
345
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
AssetMark Inc
301
AssetMark Inc
California
$8.44K
WA
302
WPG Advisers
Maryland
$7.58K
NA
303
NewEdge Advisors
Louisiana
$7.36K
AAP
304
Arax Advisory Partners
Colorado
$7.22K
HFS
305
Horizon Financial Services
North Carolina
$7.22K
Jones Financial Companies
306
Jones Financial Companies
Missouri
$7.22K
MCM
307
MAI Capital Management
Ohio
$7.22K
FPF
308
First Pacific Financial
Washington
$7.22K
SAG
309
SageView Advisory Group
California
$7.22K
BBHC
310
Brown Brothers Harriman & Co
New York
$7.07K
NWM
311
Nova Wealth Management
Florida
$6.49K
HNB
312
Huntington National Bank
Ohio
$4.91K
FCAS
313
First Command Advisory Services
Texas
$4.47K
MB
314
MidFirst Bank
Oklahoma
$4.4K
TCM
315
Triumph Capital Management
Colorado
$4.33K
GWS
316
Greykasell Wealth Strategies
California
$3.9K
SHIM
317
Stone House Investment Management
Pennsylvania
$3.61K
MCM
318
Manchester Capital Management
Vermont
$3.32K
CA
319
Clearstead Advisors
Ohio
$2.81K
Optiver Holding
320
Optiver Holding
Netherlands
$2.74K
BFS
321
Bare Financial Services
Pennsylvania
$2.74K
GSWM
322
Golden State Wealth Management
California
$2.38K
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$2.09K
MAM
324
Marquette Asset Management
Minnesota
$1.88K
TWD
325
True Wealth Design
Ohio
$1.44K