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Axcelis

322 hedge funds and large institutions have $2.16B invested in Axcelis in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 126 increasing their positions, 92 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 92

23% more call options, than puts

Call options by funds: $48.7M | Put options by funds: $39.5M

2.23% more ownership

Funds ownership: 92.82%95.05% (+2.2%)

12% less funds holding

Funds holding: 367322 (-45)

32% less capital invested

Capital invested by funds: $3.17B → $2.16B (-$1.01B)

42% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 100

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
322
Holders Change
-45
Holders Change %
-12.26%
% of All Funds
4.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
58
Increased
126
Reduced
92
Closed
100
Calls
$48.7M
Puts
$39.5M
Net Calls
+$9.19M
Net Calls Change
+$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
276
AssetMark Inc
California
$8.8K +$1.66K +20 +19%
SFGP
277
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8.38K +$9.97K +120 New
CTC
278
Central Trust Company
Missouri
$7.9K
EWA
279
EverSource Wealth Advisors
Alabama
$7.41K +$498 +6 +6%
SS
280
Sunbelt Securities
Texas
$7K +$8.3K +100 New
FDW
281
Fourth Dimension Wealth
Ohio
$6.43K +$7.64K +92 New
ST
282
Smithfield Trust
Pennsylvania
$6K
NA
283
NewEdge Advisors
Louisiana
$5.87K -$242K -2,917 -97%
LFA
284
LGT Financial Advisors
Texas
$5.17K
LC
285
Lindbrook Capital
California
$4.61K +$2.66K +32 +94%
KFI
286
Key Financial Inc
Pennsylvania
$4.19K
HNB
287
Huntington National Bank
Ohio
$4.05K -$34.1K -411 -87%
CIA
288
Cape Investment Advisory
Georgia
$3.84K +$830 +10 +22%
IA
289
IFP Advisors
Florida
$3.56K +$997 +12 +31%
RCM
290
Richardson Capital Management
Wisconsin
$3.56K
GWSG
291
GPS Wealth Strategies Group
Colorado
$3.49K +$4.15K +50 New
PTC
292
Private Trust Company
Ohio
$3K
HCM
293
Hollencrest Capital Management
California
$3K +$3.57K +43 New
GRP
294
Global Retirement Partners
California
$2.65K +$166 +2 +6%
SCM
295
Sterling Capital Management
North Carolina
$2.31K
ME
296
McIlrath & Eck
Washington
$2.24K
RIL
297
Rothschild Investment LLC
Illinois
$2.1K -$415 -5 -14%
HI
298
Harbour Investments
Wisconsin
$2.1K
CA
299
CoreCap Advisors
Michigan
$2.1K +$498 +6 +25%
APW
300
Aventura Private Wealth
Florida
$1.89K +$2.24K +27 New

ACLS Hedge Fund Activity: Q4 2024 in Review

322 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Axcelis (ACLS) for Q4 2024, worth a combined $2.16B — down 32% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of ACLS and 58 opened new positions — a net loss of 42 holders — while 92 trimmed existing stakes and 126 added.

The largest buyer was Pacer Advisors, adding an estimated $64.9M. The largest seller was Senvest Management, cutting an estimated $52.5M.

  • 322 institutional investors held Axcelis (ACLS) as of Q4 2024, down from 367 in Q3 2024.
  • Funds reported $2.16B of Axcelis stock for Q4 2024, down 32% quarter-over-quarter.
  • 58 funds opened new Axcelis positions in Q4 2024 and 100 closed out, a net change of -42 holders.
  • The largest Axcelis buyer in Q4 2024 was Pacer Advisors, an estimated $64.9M added.
  • The largest Axcelis seller in Q4 2024 was Senvest Management, an estimated $52.5M sold.

Based on aggregated 13F filings for Q4 2024.