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Align Technology

655 hedge funds and large institutions have $10.3B invested in Align Technology in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 216 increasing their positions, 240 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

2.58% less ownership

Funds ownership: 94.72%92.14% (-2.6%)

10% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 240

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
655
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$246M
Puts
$247M
Net Calls
Net Calls Change

Top Sellers

1 -$254M
2 -$179M
3 -$106M
4
Franklin Resources
Franklin Resources
California
-$101M
5
BlackRock
BlackRock
New York
-$85.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
601
Physician Wealth Advisors
Utah
$2.65K
RTL
602
Red Tortoise LLC
Georgia
$2.65K
TM
603
Torren Management
California
$2.65K
KFAS
604
Keating Financial Advisory Services
Kansas
$2.5K
S
605
Sachetta
Massachusetts
$2.34K
HHMI
606
Howard Hughes Medical Institute
Maryland
$2.34K
CA
607
CoreCap Advisors
Michigan
$2.34K
EWP
608
Elevation Wealth Partners
California
$2.19K
DJSG
609
D.J. St. Germain
Massachusetts
$2.19K
CSB
610
City State Bank
Iowa
$2.19K
FMP
611
Financial Management Professionals
Texas
$2.19K
CPG
612
Cornerstone Planning Group
New Jersey
$2.14K
IIM
613
IFC & Insurance Marketing
California
$2K
CIA
614
Cape Investment Advisory
Georgia
$1.87K
MWPCG
615
Measured Wealth Private Client Group
New Hampshire
$1.72K
NL
616
NVWM LLC
Pennsylvania
$1.56K
APW
617
Aventura Private Wealth
Florida
$1.56K
ATC
618
Adirondack Trust Company
New York
$1.56K
CB
619
CNB Bank
Pennsylvania
$1.25K
CFB
620
Cullen/Frost Bankers
Texas
$1.25K
OC
621
Optima Capital
Oregon
$1.25K
WW
622
Winnow Wealth
Texas
$1.1K
RWS
623
Retirement Wealth Solutions
Wisconsin
$1.09K
CFG
624
Clayton Financial Group
Missouri
$1.09K
CMP
625
Coston McIsaac & Partners
Maine
$1K