Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO QQQ TR (QQQ)

4K + Investors. Track Smart Money conviction in QQQ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +260
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — QQQ

Based on 3600 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added QQQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
3,600 hedge funds hold QQQ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+431 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

1938 buying1598 selling
Last quarter: 1,938 funds bought or added vs 1,598 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+206 vs last Q)

new funds entering per quarter
Funds opening a new QQQ position: 242 → 305 → 259 → 465. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
2,369 out of 3,600 hedge funds have held QQQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

400 → 242 → 305 → 259 → 465 new funds/Q
New funds entering each quarter: 242 → 305 → 259 → 465. A growing number of institutions are discovering QQQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 13% 1-2yr ■ 21% new
Of 3,804 current holders: 2,507 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
32 of 3600 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: QQQ

How many hedge funds hold QQQ — quarterly history vs. share price
Quarterly hedge fund ownership of QQQ vs. share price

Market Analysis: QQQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QQQ

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

197 top-rated funds 432 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
9.2
/ 10
conviction
Hedge Fund Positioning: QQQ
2026 Q1 Stats Unlock in 20 days 4K + Investors

Track Smart Money conviction in QQQ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 3804 3533 7.67%
13F Shares 698M 756M -7.66%
Total Value $485.52B $549.34B -11.62%
New Positions 481 273 +208
Increased Positions 1679 1734 -55
Closed Positions 215 186 +29
Reduced Positions 1637 1457 +180
Total Calls 98 93 5.38%
Total Puts 185 185 -
PUT/CALL Ratio 1.89 1.99 Bearish

Statistics: QQQ

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Financial Highlights

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Institutional Holders (2026 Q1)

4K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QQQ. Verified SEC 13F-HR filings.

Top 25 institutional holders of QQQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ICG Advisors, LLC 70.54% 31,282 $18.1M
2 Industrial Alliance Investment Management Inc. 69.45% 201,271 $116K
3 Rising Stella Capital Pte. Ltd 42.67% 157,904 $91.1M
4 Davies Financial Advisors, Inc. 42.44% 8,026 $4.6M
5 Analyst IMS Investment Management Services Ltd. 31.17% 1,782,808 $1.0M
6 Fortune 45 LLC 26.30% 93,583 $54.0M
7 Div Capital Phoenix Assets Ltd 24.80% 186,688 $107.8M
8 AtlasMark Financial, Inc 23.63% 50,200 $9.5M
9 Socha Financial Group, LLC 23.57% 80,508 $46.5M
10 Financial Life Planners 22.99% 51,962 $30.0M
11 LIFE LINE WEALTH MANAGEMENT LLC 20.99% 81,425 $47.0M
12 Intergy Private Wealth, LLC 20.11% 118,791 $68.6M
13 KENNICOTT CAPITAL MANAGEMENT LLC 19.27% 61,118 $35.3M
14 Client First Capital LLC 19.24% 76,863 $44.4M
15 StoryOne LLC 19.16% — $34.0M
16 Presidio Capital Management, LLC 18.75% 111,866 $64.6M
17 PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 18.24% 51,756 $29.9M
18 Rye Brook Capital LLC 17.94% 33,700 $19K
19 Mine & Arao Wealth Creation & Management, LLC. 17.37% 71,729 $41.4M
20 Braeburn Wealth Management LLC 16.79% 50,894 $29.4M
21 Altus Wealth Management, LLC 16.41% 63,964 $36.9M
22 Platt Investment Counsel, LLC 16.39% 36,877 $21.3M
23 FF Advisors,LLC 15.80% 59,875 $39.0M
24 CJM Wealth Advisers, Ltd. 15.52% 88,301 $51.0M
25 LifeSteps Financial, Inc. 14.89% 40,747 $23.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — INVESCO QQQ TR (QQQ)

What does the Smart Money Trend signal show for QQQ?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added QQQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for QQQ?

Slight buying edge — 55% buying: Last quarter: 1,938 funds bought or added vs 1,598 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for QQQ holders?

Strong quality — 21% AUM from major funds: 32 of 3600 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held QQQ?

66% of holders stayed for 2+ years: 2,369 out of 3,600 hedge funds have held QQQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.