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Align Technology

688 hedge funds and large institutions have $11.9B invested in Align Technology in 2026 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 246 increasing their positions, 212 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 88

16% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 212

15% more capital invested

Capital invested by funds: $10.4B → $11.9B (+$1.51B)

4.97% more ownership

Funds ownership: 92.43%97.4% (+5%)

3% more funds holding

Funds holding: 665688 (+23)

22% less call options, than puts

Call options by funds: $180M | Put options by funds: $232M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
688
Holders Change
+23
Holders Change %
+3.46%
% of All Funds
8.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
123
Increased
246
Reduced
212
Closed
88
Calls
$180M
Puts
$232M
Net Calls
-$51.8M
Net Calls Change
-$51.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
426
Envestnet Portfolio Solutions
Illinois
$297K +$303K +1,732 New
MNBTD
427
Moody National Bank Trust Division
Texas
$293K +$17.5K +100 +6%
QCM
428
QRG Capital Management
Illinois
$290K +$70.8K +404 +31%
NWAG
429
Net Worth Advisory Group
Utah
$289K -$46.4K -265 -14%
BAM
430
Blueshift Asset Management
New Jersey
$287K +$294K +1,677 New
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$286K +$27K +154 +10%
AAS
432
Ameritas Advisory Services
Nebraska
$286K +$292K +1,667 New
JTWM
433
Jackson Thornton Wealth Management
Alabama
$281K -$20.3K -116 -7%
SWGC
434
Summit Wealth Group (Colorado)
Colorado
$281K +$2.45K +14 +0.9%
FCM
435
Fieldview Capital Management
Michigan
$280K -$90.7K -518 -24%
EWA
436
EP Wealth Advisors
California
$279K +$285K +1,629 New
CAG
437
Crestwood Advisors Group
Massachusetts
$279K +$60.4K +345 +27%
GCIA
438
Gabelli & Co Investment Advisers
New York
$279K
Aviva
439
Aviva
United Kingdom
$278K -$174K -994 -38%
SOW
440
State of Wyoming
Wyoming
$276K -$620K -3,537 -69%
WA
441
Waverly Advisors
Alabama
$274K +$280K +1,599 New
PPW
442
Parcion Private Wealth
Washington
$274K +$2.45K +14 +0.9%
SF
443
Summit Financial
New Jersey
$274K +$280K +1,596 New
WWC
444
Waypoint Wealth Counsel
Georgia
$269K -$15.6K -89 -5%
PWP
445
Private Wealth Partners
California
$267K
FBT
446
First Bank & Trust
South Dakota
$261K +$267K +1,523 New
PA
447
Pinnacle Associates
New York
$257K +$16.5K +94 +7%
PWMAG
448
Pinnacle Wealth Management Advisory Group
New Jersey
$257K +$16.5K +94 +7%
AWM
449
Avondale Wealth Management
Texas
$257K -$87.6K -500 -25%
LA
450
LVW Advisors
New York
$252K +$258K +1,472 New