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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
MWM
176
Moran Wealth Management
Florida
$731K
1CM
177
1492 Capital Management
Wisconsin
$716K
EWA
178
EP Wealth Advisors
California
$714K
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$711K
LCM
180
Laurion Capital Management
New York
$709K
Pictet Asset Management
181
Pictet Asset Management
Switzerland
$708K
KeyBank National Association
182
KeyBank National Association
Ohio
$691K
MSRPS
183
Maryland State Retirement & Pension System
Maryland
$662K
Stifel Financial
184
Stifel Financial
Missouri
$643K
OSAM
185
O'Shaughnessy Asset Management
Connecticut
$601K
GT
186
Glenmede Trust
Pennsylvania
$592K
JFG
187
Jefferies Financial Group
New York
$586K
II
188
Inspire Investing
Idaho
$578K
M&T Bank
189
M&T Bank
New York
$562K
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$540K
CFO
191
Callan Family Office
Pennsylvania
$535K
N
192
Numerai
California
$529K
Amundi
193
Amundi
France
$526K
Wealth Enhancement Advisory Services
194
Wealth Enhancement Advisory Services
Minnesota
$511K
FPAS
195
Focus Partners Advisor Solutions
Missouri
$508K
PI
196
PFG Investments
New York
$488K
Cetera Investment Advisers
197
Cetera Investment Advisers
Illinois
$483K
CIM
198
CIM Investment Management
Pennsylvania
$476K
PCM
199
Peirce Capital Management
Texas
$469K
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$461K