We are live on ! Find out more
ADSK icon

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
AMCA
926
Arthur M. Cohen & Associates
Illinois
$219K +$194K +900 New
AOWM
927
Alpha Omega Wealth Management
Virginia
$218K +$193K +895 New
PWA
928
Phoenix Wealth Advisors
North Carolina
$215K +$198K +919 New
OP
929
ORG Partners
Indiana
$215K -$36.5K -169 -16%
BWP
930
BSW Wealth Partners
Colorado
$214K +$190K +878 New
DFCM
931
Dark Forest Capital Management
Puerto Rico
$213K -$713K -3,302 -79%
PWA
932
Physician Wealth Advisors
Utah
$212K +$183K +847 New
CGA
933
Crescent Grove Advisors
Illinois
$212K +$188K +872 New
OC
934
Oarsman Capital
Wisconsin
$211K +$187K +868 New
SW
935
Simplicity Wealth
New Jersey
$211K +$187K +867 New
PP
936
PDS Planning
Ohio
$210K +$187K +864 New
TIMH
937
Tilt Investment Management Holdings
New York
$210K -$60K -278 -24%
A
938
AJOVista
Massachusetts
$208K +$185K +856 New
CL
939
Choreo LLC
Illinois
$208K +$184K +853 New
BLC
940
Brown, Lisle/Cummings
Rhode Island
$207K
MAM
941
Magellan Asset Management
Australia
$206K
ESB
942
Essex Savings Bank
Connecticut
$204K +$181K +838 New
CIA
943
Concurrent Investment Advisors
Florida
$204K +$181K +837 New
SF
944
Summit Financial
New Jersey
$204K +$181K +837 New
WKSWA
945
White Knight Strategic Wealth Advisors
New Jersey
$203K +$180K +833 New
IFWM
946
Institute for Wealth Management
Colorado
$202K +$179K +831 New
PFA
947
Pathway Financial Advisors
Vermont
$201K +$178K +826 New
MPI
948
Mairs & Power Inc
Minnesota
$201K +$178K +825 New
NFA
949
Northwest Financial Advisors
Virginia
$195K +$173K +800 New
FFA
950
Farther Finance Advisors
California
$192K +$77.3K +358 +83%

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.