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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
SO
626
Sierra Ocean
California
$10.4K +$11.2K +50 New
FMII
627
Farmers & Merchants Investments Inc
Nebraska
$10K
BWL
628
Bogart Wealth LLC
Virginia
$9.8K
HIA
629
Harbor Investment Advisory
Maryland
$9.17K
BC
630
Bayforest Capital
United Kingdom
$8.76K +$9.38K +42 New
BC
631
Barrett & Company
Rhode Island
$8.55K +$5.81K +26 +173%
FFO
632
Fortitude Family Office
Arizona
$8.34K
NRG
633
Nemes Rush Group
Michigan
$8.34K +$1.12K +5 +14%
LFA
634
LGT Financial Advisors
Texas
$7.92K
KWAG
635
Kiely Wealth Advisory Group
North Carolina
$7.42K
MAS
636
MPWM Advisory Solutions
Georgia
$7.3K +$7.82K +35 New
DIP
637
DT Investment Partners
Pennsylvania
$7.09K
CPG
638
Cornerstone Planning Group
New Jersey
$6.89K -$223 -1 -3%
CIA
639
Cape Investment Advisory
Georgia
$6.67K
MAM
640
Meeder Asset Management
Ohio
$6.67K
PCWA
641
Pacific Capital Wealth Advisors
California
$6.67K
PWMG
642
Private Wealth Management Group
New Jersey
$6.26K -$1.79K -8 -21%
LWA
643
Lowe Wealth Advisors
Maryland
$6.25K
BT
644
Banque Transatlantique
France
$6.01K +$6.48K +29 New
IBOK
645
Independence Bank of Kentucky
Kentucky
$5.84K
MCM
646
Manchester Capital Management
Vermont
$5.42K -$6.48K -29 -53%
RIL
647
Rothschild Investment LLC
Illinois
$5.42K -$29.5K -132 -84%
PWMG
648
Prestige Wealth Management Group
New Jersey
$5.21K -$5.36K -24 -49%
AA
649
Ancora Advisors
Ohio
$5.21K +$5.58K +25 New
TSMHT
650
Thurston Springer Miller Herd & Titak
Indiana
$5.21K

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.