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Q2 Holdings

349 hedge funds and large institutions have $2.99B invested in Q2 Holdings in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 136 increasing their positions, 106 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

38% less capital invested

Capital invested by funds: $4.8B → $2.99B (-$1.81B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

74% less call options, than puts

Call options by funds: $1.59M | Put options by funds: $6.07M

Holders
349
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59M
Puts
$6.07M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
301
Salomon & Ludwin
Virginia
$6.06K
IAIM
302
International Assets Investment Management
Florida
$5.88K
PWMG
303
Private Wealth Management Group
New Jersey
$5.72K
BIA
304
Bell Investment Advisors
California
$5.06K
HFS
305
Horizon Financial Services
North Carolina
$4.73K
LI
306
LRI Investments
Florida
$4.54K
BFS
307
Bare Financial Services
Pennsylvania
$4.02K
MSG
308
Main Street Group
Virginia
$3.83K
TM
309
Torren Management
California
$3.74K
MAM
310
Marquette Asset Management
Minnesota
$3.74K
IA
311
IFP Advisors
Florida
$3.5K
WPA
312
Wealth Preservation Advisors
Tennessee
$3.22K
FCAS
313
First Command Advisory Services
Texas
$2.93K
MB
314
MidFirst Bank
Oklahoma
$2.88K
TCM
315
Triumph Capital Management
Colorado
$2.84K
PWA
316
Physician Wealth Advisors
Utah
$2.79K
RF
317
Rossby Financial
Florida
$2.75K
GWS
318
Greykasell Wealth Strategies
California
$2.55K
SHIM
319
Stone House Investment Management
Pennsylvania
$2.37K
MCM
320
Manchester Capital Management
Vermont
$2.18K
PFBT
321
Parkside Financial Bank & Trust
Missouri
$2.13K
JWM
322
JPL Wealth Management
Colorado
$2.08K
TPWA
323
Twin Peaks Wealth Advisors
California
$1.89K
BWA
324
Basecamp Wealth Advisors
Washington
$1.51K
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$1.37K