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Q2 Holdings

337 hedge funds and large institutions have $5.21B invested in Q2 Holdings in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 142 increasing their positions, 104 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 104

15% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 48

4.04% more ownership

Funds ownership: 103.27%107.31% (+4%)

7% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $20.2M

0% more funds holding

Funds holding: 336337 (+1)

17% less capital invested

Capital invested by funds: $6.28B → $5.21B (-$1.06B)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
337
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
4.52%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
55
Increased
142
Reduced
104
Closed
48
Calls
$21.7M
Puts
$20.2M
Net Calls
+$1.45M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
II
176
Inspire Investing
Idaho
$914K -$142K -1,613 -12%
HC
177
Henshaw Capital
Massachusetts
$876K
LCM
178
Legato Capital Management
California
$867K -$627K -7,105 -40%
HSBC Holdings
179
HSBC Holdings
United Kingdom
$845K +$128K +1,453 +16%
PFG
180
PAX Financial Group
Texas
$838K -$184K -2,089 -17%
Stifel Financial
181
Stifel Financial
Missouri
$837K -$277K -3,137 -23%
KeyBank National Association
182
KeyBank National Association
Ohio
$835K -$4.15K -47 -0.4%
Two Sigma Advisers
183
Two Sigma Advisers
New York
$800K +$309K +3,500 +54%
QC
184
Quadrature Capital
United Kingdom
$798K +$637K +7,222 +262%
TC
185
Truvestments Capital
Florida
$795K +$711K +8,057 +428%
SGI
186
Summit Global Investments
Utah
$792K +$22.5K +255 +3%
EWA
187
EP Wealth Advisors
California
$738K +$176K +2,000 +28%
Pictet Asset Management
188
Pictet Asset Management
Switzerland
$736K +$33.4K +379 +4%
GCM
189
Graham Capital Management
Connecticut
$692K +$763K +8,646 New
I
190
INVST
Indiana
$639K +$341K +3,861 +94%
PAM
191
Panagora Asset Management
Massachusetts
$638K -$26.3K -298 -4%
MWM
192
Moran Wealth Management
Florida
$636K -$14.6K -165 -2%
PI
193
PFG Investments
New York
$630K -$11K -125 -2%
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$626K +$57.3K +649 +9%
GT
195
Glenmede Trust
Pennsylvania
$616K -$11.9K -135 -2%
PFM
196
Premier Fund Managers
United Kingdom
$594K -$280K -3,175 -30%
BHCM
197
Brevan Howard Capital Management
Jersey
$556K +$613K +6,944 New
VPIM
198
Vanguard Personalized Indexing Management
California
$551K +$33.8K +383 +6%
CIM
199
CIM Investment Management
Pennsylvania
$547K -$14.5K -164 -2%
IQI
200
Integrated Quantitative Investments
Washington
$529K +$69.5K +788 +14%

QTWO Hedge Fund Activity: Q1 2025 in Review

337 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Q2 Holdings (QTWO) for Q1 2025, worth a combined $5.21B — down 17% from $6.28B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new QTWO positions and 48 closed out — a net gain of 7 holders — while 142 added to existing stakes and 104 trimmed.

The largest buyer was Assenagon Asset Management, adding an estimated $76.9M. The largest seller was American Century Companies, cutting an estimated $44.4M.

  • 337 institutional investors held Q2 Holdings (QTWO) as of Q1 2025, up from 336 in Q4 2024.
  • Funds reported $5.21B of Q2 Holdings stock for Q1 2025, down 17% quarter-over-quarter.
  • 55 funds opened new Q2 Holdings positions in Q1 2025 and 48 closed out, a net change of +7 holders.
  • The largest Q2 Holdings buyer in Q1 2025 was Assenagon Asset Management, an estimated $76.9M added.
  • The largest Q2 Holdings seller in Q1 2025 was American Century Companies, an estimated $44.4M sold.

Based on aggregated 13F filings for Q1 2025.