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Autodesk

1,203 hedge funds and large institutions have $50B invested in Autodesk in 2024 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 429 increasing their positions, 456 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 84

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

4% more funds holding

Funds holding: 1,1621,203 (+41)

5% more capital invested

Capital invested by funds: $47.7B → $50B (+$2.34B)

6% less repeat investments, than reductions

Existing positions increased: 429 | Existing positions reduced: 456

1.37% less ownership

Funds ownership: 91.5%90.13% (-1.4%)

19% less call options, than puts

Call options by funds: $558M | Put options by funds: $687M

Holders
1,203
Holders Change
+41
Holders Change %
+3.53%
% of All Funds
17.33%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
140
Increased
429
Reduced
456
Closed
84
Calls
$558M
Puts
$687M
Net Calls
-$129M
Net Calls Change
-$111M
Name Holding Trade Value Shares
Change
Change in
Stake
SQA
901
Simon Quick Advisors
New Jersey
$288K +$280K +1,107 New
BB
902
Berkshire Bank
Massachusetts
$286K +$278K +1,100 New
PPWP
903
Premier Path Wealth Partners
New Jersey
$286K +$7.34K +29 +3%
EPP
904
ETF Portfolio Partners
Kansas
$284K
ANBTV
905
American National Bank & Trust (Virginia)
Virginia
$284K +$276K +1,090 New
USCWA
906
U.S. Capital Wealth Advisors
Texas
$283K -$3.29K -13 -1%
MFC
907
Morris Financial Concepts
South Carolina
$283K
BJL
908
Brighton Jones LLC
Washington
$282K +$10.9K +43 +4%
PA
909
Pinnacle Associates
New York
$281K -$9.36K -37 -3%
SA
910
SpiderRock Advisors
Delaware
$280K +$277K +1,096 New
SWM
911
SeaCrest Wealth Management
New York
$279K -$9.87K -39 -4%
AFM
912
Abbot Financial Management
Massachusetts
$279K
SFG
913
Synergy Financial Group
California
$278K +$6.07K +24 +2%
EWM
914
Evercore Wealth Management
New York
$276K -$29.4K -116 -10%
CPC
915
Consolidated Planning Corp
Georgia
$274K -$118K -466 -31%
Focus Partners Wealth
916
Focus Partners Wealth
Massachusetts
$274K +$38.2K +151 +17%
BCM
917
Becker Capital Management
Oregon
$274K -$20.8K -82 -7%
CT
918
Caldwell Trust
Florida
$272K +$76.7K +303 +41%
SC
919
Syon Capital
California
$271K -$311K -1,228 -54%
TWM
920
TriaGen Wealth Management
California
$270K
AWM
921
AE Wealth Management
Kansas
$269K -$1.71M -6,740 -87%
FIB
922
First Interstate Bank
Montana
$268K -$8.86K -35 -3%
AAS
923
Ameritas Advisory Services
Nebraska
$268K -$26.8K -106 -9%
EWS
924
Eagle Wealth Strategies
New Jersey
$268K
Federated Hermes
925
Federated Hermes
Pennsylvania
$267K -$470K -1,857 -64%

ADSK Hedge Fund Activity: Q1 2024 in Review

1,203 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Autodesk (ADSK) for Q1 2024, worth a combined $50B — up 4.9% from $47.7B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new ADSK positions and 84 closed out — a net gain of 56 holders — while 429 added to existing stakes and 456 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.15B. The largest seller was Morgan Stanley, cutting an estimated $609M.

  • 1,203 institutional investors held Autodesk (ADSK) as of Q1 2024, up from 1,162 in Q4 2023.
  • Funds reported $50B of Autodesk stock for Q1 2024, up 4.9% quarter-over-quarter.
  • 140 funds opened new Autodesk positions in Q1 2024 and 84 closed out, a net change of +56 holders.
  • The largest Autodesk buyer in Q1 2024 was T. Rowe Price Associates, an estimated $1.15B added.
  • The largest Autodesk seller in Q1 2024 was Morgan Stanley, an estimated $609M sold.

Based on aggregated 13F filings for Q1 2024.