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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
BIA
326
Bell Investment Advisors
California
$1.37K
GEA
327
Glen Eagle Advisors
New Jersey
$1.3K
AIS
328
Advocate Investing Services
Maryland
$1.3K
KFG
329
Kingdom Financial Group
Arizona
$1.23K
EC
330
Elequin Capital
New York
$1.16K
MA
331
Montag & Associates
Georgia
$1.05K
CFO
332
CVA Family Office
Colorado
$722
TPCW
333
TD Private Client Wealth
New York
$722
KFAS
334
Keating Financial Advisory Services
Kansas
$649
SIC
335
SJS Investment Consulting
Ohio
$506
PWMG
336
Prestige Wealth Management Group
New Jersey
$506
SEP
337
Signature Equity Partners
Ohio
$505
PA
338
Parallel Advisors
California
$361
HI
339
Harbour Investments
Wisconsin
$361
GWM
340
Gilpin Wealth Management
Colorado
$361
RF
341
Rossby Financial
Florida
$216
AWM
342
Abound Wealth Management
Tennessee
$145
DF
343
Dunhill Financial
United Kingdom
$89
TPBG
344
Turning Point Benefit Group
Maryland
$72
Macquarie Group
345
Macquarie Group
Australia
PL
346
Perpetual Ltd
Australia
AI
347
Axiom Investors
Connecticut
Allspring Global Investments
348
Allspring Global Investments
North Carolina
Man Group
349
Man Group
United Kingdom
NCGI
350
Next Century Growth Investors
Minnesota