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Align Technology

722 hedge funds and large institutions have $13.7B invested in Align Technology in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 217 increasing their positions, 277 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 110

0.12% less ownership

Funds ownership: 88.3%88.18% (-0.12%)

2% less funds holding

Funds holding: 733722 (-11)

18% less capital invested

Capital invested by funds: $16.7B → $13.7B (-$3.02B)

22% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 277

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

48% less call options, than puts

Call options by funds: $163M | Put options by funds: $313M

Holders
722
Holders Change
-11
Holders Change %
-1.5%
% of All Funds
9.51%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
111
Increased
217
Reduced
277
Closed
110
Calls
$163M
Puts
$313M
Net Calls
-$149M
Net Calls Change
-$85.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
601
AssetMark Inc
California
$21.9K +$4.69K +21 +25%
JFGIW
602
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.5K +$21.9K +98 New
MCM
603
MV Capital Management
Maryland
$21.3K +$447 +2 +2%
DSC
604
Duncker Streett & Co
Missouri
$21.1K
NB
605
NBT Bank
New York
$20.9K
WI
606
Wintrust Investments
Illinois
$20K -$447 -2 -2%
MG
607
Mather Group
Illinois
$19.2K -$20.8K -93 -50%
RS
608
R Squared
Hong Kong
$18.8K +$20.1K +90 New
GWM
609
Geneos Wealth Management
Colorado
$17.1K -$2.76M -12,370 -99%
CT
610
Colonial Trust
South Carolina
$16.9K +$5.58K +25 +45%
ZB
611
Zions Bancorporation
Utah
$15.4K
SWM
612
Spire Wealth Management
Virginia
$14K -$447 -2 -3%
API
613
Asset Planning Inc
California
$13.6K +$14.5K +65 New
SS
614
Sunbelt Securities
Texas
$13.4K -$1.24M -5,556 -99%
AWM
615
Activest Wealth Management
Florida
$13.3K +$223 +1 +2%
POIA
616
Pin Oak Investment Advisors
Texas
$13K
HWM
617
Hemington Wealth Management
Virginia
$13K +$447 +2 +3%
AWM
618
Abound Wealth Management
Tennessee
$12.8K -$2.23K -10 -14%
WT
619
Washington Trust
Rhode Island
$12.5K -$69.3K -310 -84%
CP
620
Castleview Partners
Texas
$12.1K
OP
621
ORG Partners
Indiana
$12.1K
GXJ
622
Global X Japan
Japan
$11.9K +$12.7K +57 New
RA
623
Rise Advisors
New York
$11.3K +$447 +2 +4%
LFG
624
Larson Financial Group
Missouri
$11.1K +$11.2K +50 +1,667%
GKIM
625
GW&K Investment Management
Massachusetts
$11K +$670 +3 +6%

ALGN Hedge Fund Activity: Q4 2024 in Review

722 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Align Technology (ALGN) for Q4 2024, worth a combined $13.7B — down 18% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new ALGN positions and 110 closed out — a net gain of 1 holder — while 217 added to existing stakes and 277 trimmed.

The largest buyer was UBS Group, adding an estimated $92.7M. The largest seller was Sands Capital Management, exiting entirely with an estimated $204M sold.

  • 722 institutional investors held Align Technology (ALGN) as of Q4 2024, down from 733 in Q3 2024.
  • Funds reported $13.7B of Align Technology stock for Q4 2024, down 18% quarter-over-quarter.
  • 111 funds opened new Align Technology positions in Q4 2024 and 110 closed out, a net change of +1 holder.
  • The largest Align Technology buyer in Q4 2024 was UBS Group, an estimated $92.7M added.
  • The largest Align Technology seller in Q4 2024 was Sands Capital Management, an estimated $204M sold.

Based on aggregated 13F filings for Q4 2024.