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

Hedge fund shares held by U.S. households and nonprofits in United States was $2.49 trillion in Q2 2026. Source: Board of Governors of the Federal Reserve System.

- Indicator id: `household_nonprofit_hedge_funds_usd`
- Place id: `us`
- Unit: USD million
- 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.
- Note: 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.
- Source: 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)
- Publisher page: https://invokely.ai/en/publishers/federal-reserve-board
- Retrieved: 2026-10-12
- License: Public domain unless otherwise indicated (Federal Reserve Board website policy)
- Citation: 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.
- Web page: https://invokely.ai/en/us-household-nonprofit-hedge-fund-shares/united-states
- API: https://invokely.ai/api/v1/series?indicator=household_nonprofit_hedge_funds_usd&place=us

| Period | USD million |
|---|---:|
| 2026-Q2 | 2,491,007 |
| 2026-Q1 | 2,228,751 |
| 2025-Q4 | 2,212,842 |
| 2025-Q3 | 2,137,628 |
| 2025-Q2 | 2,038,391 |
| 2025-Q1 | 1,939,601 |
| 2024-Q4 | 1,934,016 |
| 2024-Q3 | 1,879,604 |
| 2024-Q2 | 1,822,182 |
| 2024-Q1 | 1,840,538 |
| 2023-Q4 | 1,767,805 |
| 2023-Q3 | 1,717,507 |
| 2023-Q2 | 1,733,638 |
| 2023-Q1 | 1,712,041 |
| 2022-Q4 | 1,678,207 |
| 2022-Q3 | 1,735,572 |
| 2022-Q2 | 1,760,363 |
| 2022-Q1 | 1,868,988 |
| 2021-Q4 | 1,930,678 |
| 2021-Q3 | 1,894,203 |
| 2021-Q2 | 1,850,392 |
| 2021-Q1 | 1,767,940 |
| 2020-Q4 | 1,704,140 |
| 2020-Q3 | 1,551,420 |
| 2020-Q2 | 1,483,783 |
| 2020-Q1 | 1,343,623 |
| 2019-Q4 | 1,472,336 |
| 2019-Q3 | 1,397,774 |
| 2019-Q2 | 1,400,781 |
| 2019-Q1 | 1,392,218 |
| 2018-Q4 | 1,305,611 |
| 2018-Q3 | 1,435,770 |
| 2018-Q2 | 1,447,364 |
| 2018-Q1 | 1,423,108 |
| 2017-Q4 | 1,403,261 |
| 2017-Q3 | 1,359,617 |
| 2017-Q2 | 1,335,439 |
| 2017-Q1 | 1,321,956 |
| 2016-Q4 | 1,275,765 |
| 2016-Q3 | 1,275,741 |
| 2016-Q2 | 1,253,988 |
| 2016-Q1 | 1,242,920 |
| 2015-Q4 | 1,261,482 |
| 2015-Q3 | 1,276,728 |
| 2015-Q2 | 1,316,287 |
| 2015-Q1 | 1,318,410 |
| 2014-Q4 | 1,271,868 |
| 2014-Q3 | 1,230,823 |
| 2014-Q2 | 1,236,877 |
| 2014-Q1 | 1,171,703 |
| 2013-Q4 | 1,185,052 |
| 2013-Q3 | 1,078,985 |
| 2013-Q2 | 1,044,484 |
| 2013-Q1 | 999,979 |
| 2012-Q4 | 933,834 |
| 2012-Q3 | 0 |
| 2012-Q2 | 0 |
| 2012-Q1 | 0 |
| 2011-Q4 | 0 |
| 2011-Q3 | 0 |
| 2011-Q2 | 0 |
| 2011-Q1 | 0 |
| 2010-Q4 | 0 |
| 2010-Q3 | 0 |
| 2010-Q2 | 0 |
| 2010-Q1 | 0 |
| 2009-Q4 | 0 |
| 2009-Q3 | 0 |
| 2009-Q2 | 0 |
| 2009-Q1 | 0 |
| 2008-Q4 | 0 |
| 2008-Q3 | 0 |
| 2008-Q2 | 0 |
| 2008-Q1 | 0 |
| 2007-Q4 | 0 |
| 2007-Q3 | 0 |
| 2007-Q2 | 0 |
| 2007-Q1 | 0 |
| 2006-Q4 | 0 |
| 2006-Q3 | 0 |
| 2006-Q2 | 0 |
| 2006-Q1 | 0 |
| 2005-Q4 | 0 |
| 2005-Q3 | 0 |
| 2005-Q2 | 0 |
| 2005-Q1 | 0 |
| 2004-Q4 | 0 |
| 2004-Q3 | 0 |
| 2004-Q2 | 0 |
| 2004-Q1 | 0 |
| 2003-Q4 | 0 |
| 2003-Q3 | 0 |
| 2003-Q2 | 0 |
| 2003-Q1 | 0 |
| 2002-Q4 | 0 |
| 2002-Q3 | 0 |
| 2002-Q2 | 0 |
| 2002-Q1 | 0 |
| 2001-Q4 | 0 |
| 2001-Q3 | 0 |
| 2001-Q2 | 0 |
| 2001-Q1 | 0 |
| 2000-Q4 | 0 |
| 2000-Q3 | 0 |
| 2000-Q2 | 0 |
| 2000-Q1 | 0 |
| 1999-Q4 | 0 |
| 1999-Q3 | 0 |
| 1999-Q2 | 0 |
| 1999-Q1 | 0 |
| 1998-Q4 | 0 |
| 1998-Q3 | 0 |
| 1998-Q2 | 0 |
| 1998-Q1 | 0 |
| 1997-Q4 | 0 |
| 1997-Q3 | 0 |
| 1997-Q2 | 0 |
| 1997-Q1 | 0 |
| 1996-Q4 | 0 |
| 1996-Q3 | 0 |
| 1996-Q2 | 0 |
| 1996-Q1 | 0 |
| 1995-Q4 | 0 |
| 1995-Q3 | 0 |
| 1995-Q2 | 0 |
| 1995-Q1 | 0 |
| 1994-Q4 | 0 |
| 1994-Q3 | 0 |
| 1994-Q2 | 0 |
| 1994-Q1 | 0 |
| 1993-Q4 | 0 |
| 1993-Q3 | 0 |
| 1993-Q2 | 0 |
| 1993-Q1 | 0 |
| 1992-Q4 | 0 |
| 1992-Q3 | 0 |
| 1992-Q2 | 0 |
| 1992-Q1 | 0 |
| 1991-Q4 | 0 |
| 1991-Q3 | 0 |
| 1991-Q2 | 0 |
| 1991-Q1 | 0 |
| 1990-Q4 | 0 |
| 1990-Q3 | 0 |
| 1990-Q2 | 0 |
| 1990-Q1 | 0 |
| 1989-Q4 | 0 |
| 1989-Q3 | 0 |
| 1989-Q2 | 0 |
| 1989-Q1 | 0 |
| 1988-Q4 | 0 |
| 1988-Q3 | 0 |
| 1988-Q2 | 0 |
| 1988-Q1 | 0 |
| 1987-Q4 | 0 |
| 1987-Q3 | 0 |
| 1987-Q2 | 0 |
| 1987-Q1 | 0 |
| 1986-Q4 | 0 |
| 1986-Q3 | 0 |
| 1986-Q2 | 0 |
| 1986-Q1 | 0 |
| 1985-Q4 | 0 |
| 1985-Q3 | 0 |
| 1985-Q2 | 0 |
| 1985-Q1 | 0 |
| 1984-Q4 | 0 |
| 1984-Q3 | 0 |
| 1984-Q2 | 0 |
| 1984-Q1 | 0 |
| 1983-Q4 | 0 |
| 1983-Q3 | 0 |
| 1983-Q2 | 0 |
| 1983-Q1 | 0 |
| 1982-Q4 | 0 |
| 1982-Q3 | 0 |
| 1982-Q2 | 0 |
| 1982-Q1 | 0 |
| 1981-Q4 | 0 |
| 1981-Q3 | 0 |
| 1981-Q2 | 0 |
| 1981-Q1 | 0 |
| 1980-Q4 | 0 |
| 1980-Q3 | 0 |
| 1980-Q2 | 0 |
| 1980-Q1 | 0 |
| 1979-Q4 | 0 |
| 1979-Q3 | 0 |
| 1979-Q2 | 0 |
| 1979-Q1 | 0 |
| 1978-Q4 | 0 |
| 1978-Q3 | 0 |
| 1978-Q2 | 0 |
| 1978-Q1 | 0 |
| 1977-Q4 | 0 |
| 1977-Q3 | 0 |
| 1977-Q2 | 0 |
| 1977-Q1 | 0 |
| 1976-Q4 | 0 |
| 1976-Q3 | 0 |
| 1976-Q2 | 0 |
| 1976-Q1 | 0 |
| 1975-Q4 | 0 |
| 1975-Q3 | 0 |
| 1975-Q2 | 0 |
| 1975-Q1 | 0 |
| 1974-Q4 | 0 |
| 1974-Q3 | 0 |
| 1974-Q2 | 0 |
| 1974-Q1 | 0 |
| 1973-Q4 | 0 |
| 1973-Q3 | 0 |
| 1973-Q2 | 0 |
| 1973-Q1 | 0 |
| 1972-Q4 | 0 |
| 1972-Q3 | 0 |
| 1972-Q2 | 0 |
| 1972-Q1 | 0 |
| 1971-Q4 | 0 |
| 1971-Q3 | 0 |
| 1971-Q2 | 0 |
| 1971-Q1 | 0 |
| 1970-Q4 | 0 |
| 1970-Q3 | 0 |
| 1970-Q2 | 0 |
| 1970-Q1 | 0 |
| 1969-Q4 | 0 |
| 1969-Q3 | 0 |
| 1969-Q2 | 0 |
| 1969-Q1 | 0 |
| 1968-Q4 | 0 |
| 1968-Q3 | 0 |
| 1968-Q2 | 0 |
| 1968-Q1 | 0 |
| 1967-Q4 | 0 |
| 1967-Q3 | 0 |
| 1967-Q2 | 0 |
| 1967-Q1 | 0 |
| 1966-Q4 | 0 |
| 1966-Q3 | 0 |
| 1966-Q2 | 0 |
| 1966-Q1 | 0 |
| 1965-Q4 | 0 |
| 1965-Q3 | 0 |
| 1965-Q2 | 0 |
| 1965-Q1 | 0 |
| 1964-Q4 | 0 |
| 1964-Q3 | 0 |
| 1964-Q2 | 0 |
| 1964-Q1 | 0 |
| 1963-Q4 | 0 |
| 1963-Q3 | 0 |
| 1963-Q2 | 0 |
| 1963-Q1 | 0 |
| 1962-Q4 | 0 |
| 1962-Q3 | 0 |
| 1962-Q2 | 0 |
| 1962-Q1 | 0 |
| 1961-Q4 | 0 |
| 1961-Q3 | 0 |
| 1961-Q2 | 0 |
| 1961-Q1 | 0 |
| 1960-Q4 | 0 |
| 1960-Q3 | 0 |
| 1960-Q2 | 0 |
| 1960-Q1 | 0 |
| 1959-Q4 | 0 |
| 1959-Q3 | 0 |
| 1959-Q2 | 0 |
| 1959-Q1 | 0 |
| 1958-Q4 | 0 |
| 1958-Q3 | 0 |
| 1958-Q2 | 0 |
| 1958-Q1 | 0 |
| 1957-Q4 | 0 |
| 1957-Q3 | 0 |
| 1957-Q2 | 0 |
| 1957-Q1 | 0 |
| 1956-Q4 | 0 |
| 1956-Q3 | 0 |
| 1956-Q2 | 0 |
| 1956-Q1 | 0 |
| 1955-Q4 | 0 |
| 1955-Q3 | 0 |
| 1955-Q2 | 0 |
| 1955-Q1 | 0 |
| 1954-Q4 | 0 |
| 1954-Q3 | 0 |
| 1954-Q2 | 0 |
| 1954-Q1 | 0 |
| 1953-Q4 | 0 |
| 1953-Q3 | 0 |
| 1953-Q2 | 0 |
| 1953-Q1 | 0 |
| 1952-Q4 | 0 |
| 1952-Q3 | 0 |
| 1952-Q2 | 0 |
| 1952-Q1 | 0 |
| 1951-Q4 | 0 |
| 1950-Q4 | 0 |
| 1949-Q4 | 0 |
| 1948-Q4 | 0 |
| 1947-Q4 | 0 |
| 1946-Q4 | 0 |
| 1945-Q4 | 0 |