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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
BWL
1026
Bogart Wealth LLC
Virginia
$7.98K -$2.6K -13 -25%
PWMG
1027
Prestige Wealth Management Group
New Jersey
$7.57K
CBT
1028
CoreFirst Bank & Trust
Kansas
$7.37K -$7.4K -37 -51%
MAM
1029
Marquette Asset Management
Minnesota
$7.36K +$7.2K +36 New
SWM
1030
Sanctuary Wealth Management
Idaho
$7.16K +$7K +35 New
CMP
1031
Coston McIsaac & Partners
Maine
$7K
CPG
1032
Cornerstone Planning Group
New Jersey
$6.96K +$6.8K +34 New
SIC
1033
SJS Investment Consulting
Ohio
$6.75K -$200 -1 -3%
PMFA
1034
Plante Moran Financial Advisors
Michigan
$6.75K +$800 +4 +14%
AWM
1035
Abound Wealth Management
Tennessee
$6.55K +$600 +3 +10%
RI
1036
Ridgewood Investments
New Jersey
$6.28K
TFA
1037
Toth Financial Advisory
Virginia
$6.14K -$8.6K -43 -59%
CSWM
1038
Cassady Schiller Wealth Management
Ohio
$6.14K
GWSG
1039
GPS Wealth Strategies Group
Colorado
$6.14K +$6K +30 New
LF
1040
Lee Financial
Texas
$5.73K
MFT
1041
Moisand Fitzgerald Tamayo
Florida
$5.53K
KFI
1042
Key Financial Inc
Pennsylvania
$5.52K +$3.6K +18 +200%
FCA
1043
FinTrust Capital Advisors
South Carolina
$5.23K
CNBTD
1044
Citizens National Bank Trust Department
Mississippi
$5.12K
MFC
1045
Mechanics Financial Corp
Ohio
$5.12K
RCM
1046
Raleigh Capital Management
North Carolina
$4.3K -$3.8K -19 -48%
NIC
1047
Northwest Investment Counselors
Oregon
$4.3K
ACA
1048
Atlas Capital Advisors
Wyoming
$4.09K
JGIA
1049
Jackson Grant Investment Advisers
Connecticut
$4.09K
TWM
1050
Tradition Wealth Management
Minnesota
$4K +$400 +2 +11%

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.