Data / Hedge fund shares held by U.S. households and nonprofits / United States

Hedge fund shares held by U.S. households and nonprofits in United States

Hedge fund shares held by U.S. households and nonprofits in the United States was $2.49 trillion in Q2 2026, according to the Board of Governors of the Federal Reserve System. That is up 22.2% from Q2 2025.

Q2 2026, USD million2,491,007
Change on Q2 2025+22.2%
Series high2,491,007Q2 2026
Series low0Q4 1945

Next release: Friday, 11 December 2026, estimated by Invokely from past publication dates (low confidence), not announced by the publisher. Release calendar

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Hedge fund shares held by U.S. households and nonprofits in United States, Q4 1945 to Q2 2026

0500K1M1.5M2M2.5M1945-Q41961-Q21972-Q21983-Q21994-Q22005-Q22016-Q22026-Q22026-Q2: 2,491,007 USD million01M2M3M1945-Q41975-Q42001-Q22026-Q22026-Q2: 2,491,007 USD million
USD million. Source: Federal Reserve Board, Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; hedge fund shares; asset (LM153064705.Q). Retrieved 2026-10-12, published 2026-09-11.
All 305 values
PeriodUSD million
2026-Q22,491,007
2026-Q12,228,751
2025-Q42,212,842
2025-Q32,137,628
2025-Q22,038,391
2025-Q11,939,601
2024-Q41,934,016
2024-Q31,879,604
2024-Q21,822,182
2024-Q11,840,538
2023-Q41,767,805
2023-Q31,717,507
2023-Q21,733,638
2023-Q11,712,041
2022-Q41,678,207
2022-Q31,735,572
2022-Q21,760,363
2022-Q11,868,988
2021-Q41,930,678
2021-Q31,894,203
2021-Q21,850,392
2021-Q11,767,940
2020-Q41,704,140
2020-Q31,551,420
2020-Q21,483,783
2020-Q11,343,623
2019-Q41,472,336
2019-Q31,397,774
2019-Q21,400,781
2019-Q11,392,218
2018-Q41,305,611
2018-Q31,435,770
2018-Q21,447,364
2018-Q11,423,108
2017-Q41,403,261
2017-Q31,359,617
2017-Q21,335,439
2017-Q11,321,956
2016-Q41,275,765
2016-Q31,275,741
2016-Q21,253,988
2016-Q11,242,920
2015-Q41,261,482
2015-Q31,276,728
2015-Q21,316,287
2015-Q11,318,410
2014-Q41,271,868
2014-Q31,230,823
2014-Q21,236,877
2014-Q11,171,703
2013-Q41,185,052
2013-Q31,078,985
2013-Q21,044,484
2013-Q1999,979
2012-Q4933,834
2012-Q30
2012-Q20
2012-Q10
2011-Q40
2011-Q30
2011-Q20
2011-Q10
2010-Q40
2010-Q30
2010-Q20
2010-Q10
2009-Q40
2009-Q30
2009-Q20
2009-Q10
2008-Q40
2008-Q30
2008-Q20
2008-Q10
2007-Q40
2007-Q30
2007-Q20
2007-Q10
2006-Q40
2006-Q30
2006-Q20
2006-Q10
2005-Q40
2005-Q30
2005-Q20
2005-Q10
2004-Q40
2004-Q30
2004-Q20
2004-Q10
2003-Q40
2003-Q30
2003-Q20
2003-Q10
2002-Q40
2002-Q30
2002-Q20
2002-Q10
2001-Q40
2001-Q30
2001-Q20
2001-Q10
2000-Q40
2000-Q30
2000-Q20
2000-Q10
1999-Q40
1999-Q30
1999-Q20
1999-Q10
1998-Q40
1998-Q30
1998-Q20
1998-Q10
1997-Q40
1997-Q30
1997-Q20
1997-Q10
1996-Q40
1996-Q30
1996-Q20
1996-Q10
1995-Q40
1995-Q30
1995-Q20
1995-Q10
1994-Q40
1994-Q30
1994-Q20
1994-Q10
1993-Q40
1993-Q30
1993-Q20
1993-Q10
1992-Q40
1992-Q30
1992-Q20
1992-Q10
1991-Q40
1991-Q30
1991-Q20
1991-Q10
1990-Q40
1990-Q30
1990-Q20
1990-Q10
1989-Q40
1989-Q30
1989-Q20
1989-Q10
1988-Q40
1988-Q30
1988-Q20
1988-Q10
1987-Q40
1987-Q30
1987-Q20
1987-Q10
1986-Q40
1986-Q30
1986-Q20
1986-Q10
1985-Q40
1985-Q30
1985-Q20
1985-Q10
1984-Q40
1984-Q30
1984-Q20
1984-Q10
1983-Q40
1983-Q30
1983-Q20
1983-Q10
1982-Q40
1982-Q30
1982-Q20
1982-Q10
1981-Q40
1981-Q30
1981-Q20
1981-Q10
1980-Q40
1980-Q30
1980-Q20
1980-Q10
1979-Q40
1979-Q30
1979-Q20
1979-Q10
1978-Q40
1978-Q30
1978-Q20
1978-Q10
1977-Q40
1977-Q30
1977-Q20
1977-Q10
1976-Q40
1976-Q30
1976-Q20
1976-Q10
1975-Q40
1975-Q30
1975-Q20
1975-Q10
1974-Q40
1974-Q30
1974-Q20
1974-Q10
1973-Q40
1973-Q30
1973-Q20
1973-Q10
1972-Q40
1972-Q30
1972-Q20
1972-Q10
1971-Q40
1971-Q30
1971-Q20
1971-Q10
1970-Q40
1970-Q30
1970-Q20
1970-Q10
1969-Q40
1969-Q30
1969-Q20
1969-Q10
1968-Q40
1968-Q30
1968-Q20
1968-Q10
1967-Q40
1967-Q30
1967-Q20
1967-Q10
1966-Q40
1966-Q30
1966-Q20
1966-Q10
1965-Q40
1965-Q30
1965-Q20
1965-Q10
1964-Q40
1964-Q30
1964-Q20
1964-Q10
1963-Q40
1963-Q30
1963-Q20
1963-Q10
1962-Q40
1962-Q30
1962-Q20
1962-Q10
1961-Q40
1961-Q30
1961-Q20
1961-Q10
1960-Q40
1960-Q30
1960-Q20
1960-Q10
1959-Q40
1959-Q30
1959-Q20
1959-Q10
1958-Q40
1958-Q30
1958-Q20
1958-Q10
1957-Q40
1957-Q30
1957-Q20
1957-Q10
1956-Q40
1956-Q30
1956-Q20
1956-Q10
1955-Q40
1955-Q30
1955-Q20
1955-Q10
1954-Q40
1954-Q30
1954-Q20
1954-Q10
1953-Q40
1953-Q30
1953-Q20
1953-Q10
1952-Q40
1952-Q30
1952-Q20
1952-Q10
1951-Q40
1950-Q40
1949-Q40
1948-Q40
1947-Q40
1946-Q40
1945-Q40

Definition

Market value of hedge fund shares held as assets by the U.S. households and nonprofit organizations sector, in millions of dollars at quarter end.

This series begins in 2012:Q4. The Federal Reserve introduced a revised domestic hedge fund estimate with the September 2026 Financial Accounts release; it is not directly comparable with the earlier supplemental hedge fund balance sheet. These are end-of-period balances in millions of current U.S. dollars and are not seasonally adjusted. S1M.b covers households and nonprofit organizations together, including farm households; its sector note also includes private equity funds, personal trusts, and domestic hedge funds through 2012:Q3. It is not a household-only measure unless the indicator name says so. The first available observation is 1945:Q4; observations are annual at year end through 1951 and quarterly from 1952:Q1. Missing quarters remain missing and are not interpolated by this dataset. Valuation basis varies by item: real estate and marketable securities are at market value, while consumer durables and other nonfinancial assets use replacement or current cost. Totals and component rows overlap; memo items such as 529 plan assets are already included in total assets. Federal Reserve releases may revise historical values or methods, which can affect comparisons over time.

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How to cite

Board of Governors of the Federal Reserve System. Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; hedge fund shares; asset (LM153064705.Q). https://www.federalreserve.gov/releases/z1/current/html/S1M_b.htm. Retrieved 2026-10-12.

Citation styles

The publisher is the author. Invokely is named only as the place the figures were read, where a style asks for it.

APA 7

Board of Governors of the Federal Reserve System. (2026). Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; hedge fund shares; asset (LM153064705.Q) (Hedge fund shares held by U.S. households and nonprofits, United States, 1945-Q4 to 2026-Q2) [Data set]. Retrieved October 12, 2026, from https://www.federalreserve.gov/releases/z1/current/html/S1M_b.htm

MLA 9

Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; hedge fund shares; asset (LM153064705.Q), Hedge fund shares held by U.S. households and nonprofits, United States, 1945-Q4 to 2026-Q2. Board of Governors of the Federal Reserve System, 11 Sept. 2026, https://www.federalreserve.gov/releases/z1/current/html/S1M_b.htm. Invokely, https://invokely.ai/en/us-household-nonprofit-hedge-fund-shares/united-states. Accessed 12 Oct. 2026.

Chicago (author-date)

Board of Governors of the Federal Reserve System. 2026. Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; hedge fund shares; asset (LM153064705.Q). Hedge fund shares held by U.S. households and nonprofits, United States, 1945-Q4 to 2026-Q2. Dataset. Accessed October 12, 2026. https://www.federalreserve.gov/releases/z1/current/html/S1M_b.htm. Also distributed by Invokely, https://invokely.ai/en/us-household-nonprofit-hedge-fund-shares/united-states.

Harvard

Board of Governors of the Federal Reserve System (2026) Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; hedge fund shares; asset (LM153064705.Q), Hedge fund shares held by U.S. households and nonprofits, United States, 1945-Q4 to 2026-Q2 [Dataset]. Available at: https://www.federalreserve.gov/releases/z1/current/html/S1M_b.htm, via Invokely: https://invokely.ai/en/us-household-nonprofit-hedge-fund-shares/united-states (Accessed: 12 October 2026).

BibTeX
@misc{board_hedge_fund_shares_held_2026,
  author = {{Board of Governors of the Federal Reserve System}},
  title = {{Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; hedge fund shares; asset (LM153064705.Q): Hedge fund shares held by U.S. households and nonprofits, United States, 1945-Q4 to 2026-Q2}},
  year = {2026},
  howpublished = {Data set},
  url = {https://www.federalreserve.gov/releases/z1/current/html/S1M_b.htm},
  urldate = {2026-10-12},
  note = {Accessed via Invokely, https://invokely.ai/en/us-household-nonprofit-hedge-fund-shares/united-states. Publisher attribution: Board of Governors of the Federal Reserve System. Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; hedge fund shares; asset (LM153064705.Q). https://www.federalreserve.gov/releases/z1/current/html/S1M\_b.htm. Retrieved 2026-10-12.},
}
RIS
TY  - DATA
AU  - Board of Governors of the Federal Reserve System
TI  - Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; hedge fund shares; asset (LM153064705.Q): Hedge fund shares held by U.S. households and nonprofits, United States, 1945-Q4 to 2026-Q2
PY  - 2026
DA  - 2026/09/11
PB  - Board of Governors of the Federal Reserve System
DB  - Invokely
UR  - https://www.federalreserve.gov/releases/z1/current/html/S1M_b.htm
L2  - https://invokely.ai/en/us-household-nonprofit-hedge-fund-shares/united-states
Y2  - 2026/10/12
N1  - Accessed via Invokely, https://invokely.ai/en/us-household-nonprofit-hedge-fund-shares/united-states.
N1  - Publisher attribution: Board of Governors of the Federal Reserve System. Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; hedge fund shares; asset (LM153064705.Q). https://www.federalreserve.gov/releases/z1/current/html/S1M_b.htm. Retrieved 2026-10-12.
ER  -
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Questions

What is the hedge fund shares held by U.S. households and nonprofits in United States?

Hedge fund shares held by U.S. households and nonprofits in the United States was $2.49 trillion in Q2 2026, according to the Board of Governors of the Federal Reserve System. That is up 22.2% from Q2 2025.

Where does this figure come from?

Board of Governors of the Federal Reserve System. Z.1 Financial Accounts, S1M.b: Households and nonprofit organizations; hedge fund shares; asset (LM153064705.Q). Retrieved by Invokely on 2026-10-12.

What was the highest hedge fund shares held by U.S. households and nonprofits in United States?

$2.49 trillion in Q2 2026, the highest value since Q4 1945 in this series.

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