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Autodesk

1,162 hedge funds and large institutions have $47.8B invested in Autodesk in 2024 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 416 increasing their positions, 459 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.39% less ownership

Funds ownership: 90.13%89.74% (-0.39%)

4% less capital invested

Capital invested by funds: $50B → $47.8B (-$2.16B)

9% less repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 459

3% less funds holding

Funds holding: 1,2021,162 (-40)

13% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 151

15% less call options, than puts

Call options by funds: $692M | Put options by funds: $811M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
1,162
Holders Change
-40
Holders Change %
-3.33%
% of All Funds
16.78%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
131
Increased
416
Reduced
459
Closed
151
Calls
$692M
Puts
$811M
Net Calls
-$119M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FPW
901
Flagship Private Wealth
Massachusetts
$228K
JIC
902
Johnson Investment Counsel
Ohio
$228K +$10.1K +45 +5%
FFM
903
Forum Financial Management
Illinois
$227K -$5.84K -26 -3%
PWA
904
Phoenix Wealth Advisors
North Carolina
$227K
AWM
905
Aprio Wealth Management
Georgia
$227K -$192K -854 -48%
SWP
906
Stratos Wealth Partners
Ohio
$226K -$80.4K -358 -28%
AOWM
907
Alpha Omega Wealth Management
Virginia
$226K +$3.15K +14 +2%
RCA
908
Ranch Capital Advisors
Florida
$225K
FFA
909
Florida Financial Advisors
Florida
$223K +$12.4K +55 +7%
IFU
910
iSAM Funds (UK)
United Kingdom
$221K -$294K -1,310 -59%
JWCA
911
J.W. Cole Advisors
Florida
$220K +$200K +890 New
SGI
912
Summit Global Investments
Utah
$216K +$196K +873 New
PWA
913
Physician Wealth Advisors
Utah
$216K +$191K +850 New
SMA
914
Sage Mountain Advisors
Georgia
$215K -$72.3K -322 -27%
CGA
915
Crescent Grove Advisors
Illinois
$215K -$54.1K -241 -22%
OFG
916
Oxford Financial Group
Indiana
$214K +$195K +866 New
FFA
917
Farther Finance Advisors
California
$214K +$24K +107 +14%
NB
918
NBT Bank
New York
$212K -$246K -1,095 -56%
A
919
AJOVista
Massachusetts
$212K
BLC
920
Brown, Lisle/Cummings
Rhode Island
$210K
PPWM
921
Paragon Private Wealth Management
Kentucky
$210K +$190K +847 New
IC
922
Inscription Capital
Texas
$208K +$189K +841 New
T
923
TOBAM
France
$207K +$36.4K +162 +24%
AF
924
Allworth Financial
California
$205K +$28.3K +126 +18%
SPWG
925
Sage Private Wealth Group
Illinois
$205K +$186K +827 New

ADSK Hedge Fund Activity: Q2 2024 in Review

1,162 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Autodesk (ADSK) for Q2 2024, worth a combined $47.8B — down 4.3% from $50B a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of ADSK and 131 opened new positions — a net loss of 20 holders — while 459 trimmed existing stakes and 416 added.

The largest buyer was Millennium Management, adding an estimated $334M. The largest seller was Polen Capital Management, cutting an estimated $1.1B.

  • 1,162 institutional investors held Autodesk (ADSK) as of Q2 2024, down from 1,202 in Q1 2024.
  • Funds reported $47.8B of Autodesk stock for Q2 2024, down 4.3% quarter-over-quarter.
  • 131 funds opened new Autodesk positions in Q2 2024 and 151 closed out, a net change of -20 holders.
  • The largest Autodesk buyer in Q2 2024 was Millennium Management, an estimated $334M added.
  • The largest Autodesk seller in Q2 2024 was Polen Capital Management, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2024.