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Autodesk

1,161 hedge funds and large institutions have $47.7B invested in Autodesk in 2023 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 409 increasing their positions, 406 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 85

22% more capital invested

Capital invested by funds: $39.1B → $47.7B (+$8.59B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more funds holding

Funds holding: 1,0751,161 (+86)

3.65% more ownership

Funds ownership: 87.85%91.5% (+3.6%)

1% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 406

3% less call options, than puts

Call options by funds: $679M | Put options by funds: $697M

Holders
1,161
Holders Change
+86
Holders Change %
+8%
% of All Funds
16.93%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
187
Increased
409
Reduced
406
Closed
85
Calls
$679M
Puts
$697M
Net Calls
-$18.1M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
676
J.W. Coons Advisors
Ohio
$660K
WWM
677
Whalen Wealth Management
Nevada
$657K +$583K +2,698 New
ZF
678
Zhang Financial
Michigan
$657K -$10.1K -47 -2%
MYAM
679
Meiji Yasuda Asset Management
Japan
$650K -$21.6K -100 -4%
AIM
680
Alhambra Investment Management
Florida
$649K +$576K +2,667 New
IRC
681
Investors Research Corp
Georgia
$645K
MOS
682
MGO One Seven
Ohio
$636K +$52.7K +244 +10%
BFS
683
Bradley Foster & Sargent
Connecticut
$635K +$7.99K +37 +1%
AP
684
Americana Partners
Texas
$629K -$239K -1,108 -30%
JCM
685
Jacobi Capital Management
Pennsylvania
$628K +$25.7K +119 +5%
NL
686
Navalign LLC
California
$623K -$2.16K -10 -0.4%
JIC
687
Joel Isaacson & Co
New York
$618K -$5.83K -27 -1%
CF
688
Copperwynd Financial
Arizona
$614K +$17.1K +79 +3%
TAM
689
Trust Asset Management
Texas
$610K
HCA
690
Harbor Capital Advisors
Illinois
$608K -$648 -3 -0.1%
S
691
SignatureFD
Georgia
$602K +$53.3K +247 +11%
GWM
692
Geneos Wealth Management
Colorado
$600K +$31.7K +147 +6%
PSC
693
Portman Square Capital
United Kingdom
$598K -$696K -3,222 -57%
MPPW
694
Mitchell & Pahl Private Wealth
Oklahoma
$594K -$2.81K -13 -0.5%
CWP
695
Curated Wealth Partners
California
$594K +$39.7K +184 +8%
AIC
696
Aurora Investment Counsel
Georgia
$587K +$13K +60 +2%
SVCP
697
Silicon Valley Capital Partners
California
$582K
SSWM
698
Strait & Sound Wealth Management
California
$566K +$88.3K +409 +21%
SPS
699
Susquehanna Portfolio Strategies
Pennsylvania
$560K +$497K +2,300 New
AM
700
AGF Management
Ontario, Canada
$553K +$115K +531 +30%

ADSK Hedge Fund Activity: Q4 2023 in Review

1,161 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Autodesk (ADSK) for Q4 2023, worth a combined $47.7B — up 22% from $39.1B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new ADSK positions and 85 closed out — a net gain of 102 holders — while 409 added to existing stakes and 406 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $523M. The largest seller was AllianceBernstein, cutting an estimated $166M.

  • 1,161 institutional investors held Autodesk (ADSK) as of Q4 2023, up from 1,075 in Q3 2023.
  • Funds reported $47.7B of Autodesk stock for Q4 2023, up 22% quarter-over-quarter.
  • 187 funds opened new Autodesk positions in Q4 2023 and 85 closed out, a net change of +102 holders.
  • The largest Autodesk buyer in Q4 2023 was Morgan Stanley, an estimated $523M added.
  • The largest Autodesk seller in Q4 2023 was AllianceBernstein, an estimated $166M sold.

Based on aggregated 13F filings for Q4 2023.