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Autodesk

1,080 hedge funds and large institutions have $39B invested in Autodesk in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 402 increasing their positions, 419 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 89.1%89.13% (+0.02%)

1% less funds holding

Funds holding: 1,0901,080 (-10)

2% less capital invested

Capital invested by funds: $39.9B → $39B (-$916M)

4% less repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 419

4% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 90

23% less call options, than puts

Call options by funds: $385M | Put options by funds: $501M

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
1,080
Holders Change
-10
Holders Change %
-0.92%
% of All Funds
16.96%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
86
Increased
402
Reduced
419
Closed
90
Calls
$385M
Puts
$501M
Net Calls
-$116M
Net Calls Change
+$96.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
851
Larson Financial Group
Missouri
$241K -$6.6K -33 -3%
CW
852
CreativeOne Wealth
Kansas
$236K +$231K +1,155 New
FWM
853
FFT Wealth Management
Pennsylvania
$236K -$6.8K -34 -3%
MGIA
854
Matthew Goff Investment Advisor
Texas
$236K +$1.8K +9 +0.8%
OIA
855
OneDigital Investment Advisors
Kansas
$236K -$3K -15 -1%
TIMH
856
Tilt Investment Management Holdings
New York
$233K
KP
857
Keel Point
Alabama
$232K -$14K -70 -6%
ZIG
858
Zullo Investment Group
Pennsylvania
$231K -$1.6K -8 -0.7%
SSA
859
Schonfeld Strategic Advisors
New York
$229K -$1.18M -5,906 -84%
QCG
860
Quadrant Capital Group
Ohio
$229K -$68.8K -344 -24%
HCMG
861
Howard Capital Management Group
California
$228K
SPA
862
Sherbrooke Park Advisers
New York
$225K +$220K +1,100 New
EPP
863
ETF Portfolio Partners
Kansas
$223K
FIB
864
First Interstate Bank
Montana
$222K
CG
865
Corundum Group
Colorado
$222K -$11.2K -56 -5%
PA
866
Pinnacle Associates
New York
$221K -$10.8K -54 -5%
CWM
867
Connecticut Wealth Management
Connecticut
$221K
USCWA
868
U.S. Capital Wealth Advisors
Texas
$220K +$7.4K +37 +4%
EWM
869
Evercore Wealth Management
New York
$217K
AAS
870
Avantax Advisory Services
Texas
$214K -$800 -4 -0.4%
EWA
871
EP Wealth Advisors
California
$214K +$2.68M +13,424 +1,311%
IAN
872
Integrated Advisors Network
Texas
$213K -$27K -135 -11%
OP
873
ORG Partners
Indiana
$209K +$205K +1,023 New
I
874
IMPACTfolio
Colorado
$209K +$204K +1,020 New
NL
875
NWAM LLC
Washington
$208K -$69K -345 -25%

ADSK Hedge Fund Activity: Q2 2023 in Review

1,080 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Autodesk (ADSK) for Q2 2023, worth a combined $39B — down 2.3% from $39.9B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of ADSK and 86 opened new positions — a net loss of 4 holders — while 419 trimmed existing stakes and 402 added.

The largest buyer was BlackRock, adding an estimated $198M. The largest seller was Polen Capital Management, cutting an estimated $477M.

  • 1,080 institutional investors held Autodesk (ADSK) as of Q2 2023, down from 1,090 in Q1 2023.
  • Funds reported $39B of Autodesk stock for Q2 2023, down 2.3% quarter-over-quarter.
  • 86 funds opened new Autodesk positions in Q2 2023 and 90 closed out, a net change of -4 holders.
  • The largest Autodesk buyer in Q2 2023 was BlackRock, an estimated $198M added.
  • The largest Autodesk seller in Q2 2023 was Polen Capital Management, an estimated $477M sold.

Based on aggregated 13F filings for Q2 2023.