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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
TFA
1101
Toth Financial Advisory
Virginia
$7.3K
CSWM
1102
Cassady Schiller Wealth Management
Ohio
$7.3K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1103
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.3K +$6.48K +30 New
LTI
1104
Laffer Tengler Investments
Tennessee
$7.06K +$6.26K +29 New
LF
1105
Lee Financial
Texas
$6.82K
FCA
1106
FinTrust Capital Advisors
South Carolina
$6.82K
KFI
1107
Key Financial Inc
Pennsylvania
$6.57K
AAG
1108
Armstrong Advisory Group
Massachusetts
$6.09K
MFC
1109
Mechanics Financial Corp
Ohio
$6.09K
CMP
1110
Coston McIsaac & Partners
Maine
$6K
FFO
1111
Fortitude Family Office
Arizona
$5.6K +$4.97K +23 New
EC
1112
EdgeRock Capital
Colorado
$5.38K +$4.54K +21 New
CSC
1113
Caldwell Sutter Capital
California
$5.11K +$1.94K +9 +75%
TWM
1114
Tradition Wealth Management
Minnesota
$5K +$216 +1 +5%
MFT
1115
Moisand Fitzgerald Tamayo
Florida
$4.87K -$1.51K -7 -26%
JGIA
1116
Jackson Grant Investment Advisers
Connecticut
$4.87K
ACA
1117
Atlas Capital Advisors
Wyoming
$4.87K
GI
1118
Gradient Investments
Minnesota
$4.14K
VWA
1119
Valued Wealth Advisors
Utah
$4.14K +$4.32K +20 New
SSG
1120
Summit Securities Group
New York
$4K -$1.51K -7 -29%
AW
1121
Avion Wealth
Texas
$4K +$3.89K +18 New
Jones Financial Companies
1122
Jones Financial Companies
Missouri
$3.9K +$3.46K +16 New
CWC
1123
Carolinas Wealth Consulting
North Carolina
$3.82K -$20.9K -97 -86%
HCM
1124
Hollencrest Capital Management
California
$3.65K
CCM
1125
Chilton Capital Management
Texas
$3.41K +$3.02K +14 New

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.