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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
NL
676
NVWM LLC
Pennsylvania
$2.29K -$670 -3 -21%
ATC
677
Adirondack Trust Company
New York
$2.08K
CAL
678
Capital Advisors Ltd
Ohio
$2K -$670 -3 -25%
CMP
679
Coston McIsaac & Partners
Maine
$2K
CWP
680
Clark Wealth Partners
Illinois
$1.88K +$2.01K +9 New
CIAS
681
CBIZ Investment Advisory Services
Ohio
$1.67K
LAM
682
Lummis Asset Management
Texas
$1.67K
HCP
683
Hexagon Capital Partners
Arkansas
$1.46K +$1.12K +5 +250%
TWD
684
True Wealth Design
Ohio
$1.25K -$22.8K -102 -94%
S
685
Sachetta
Massachusetts
$1.25K -$1.12K -5 -45%
CFD
686
Creative Financial Designs
Indiana
$1.25K +$1.34K +6 New
MWA
687
Medallion Wealth Advisors
Connecticut
$1.25K +$1.34K +6 New
MCA
688
Midwest Capital Advisors
Michigan
$1.25K +$1.34K +6 New
FNWA
689
Financial Network Wealth Advisors
Utah
$1.04K -$4.92K -22 -81%
CWC
690
Carolinas Wealth Consulting
North Carolina
$1.04K
DPW
691
DiNuzzo Private Wealth
Pennsylvania
$1.04K
KFI
692
Key Financial Inc
Pennsylvania
$1.04K
PA
693
Pineridge Advisors
Missouri
$1.04K
AW
694
Avion Wealth
Texas
$1K -$447 -2 -22%
TFA
695
Transamerica Financial Advisors
Florida
$1K
HWA
696
Heritage Wealth Advisors
Virginia
$834 +$223 +1 +33%
GSWM
697
Golden State Wealth Management
California
$834 +$894 +4 New
AIM
698
Anchor Investment Management
South Carolina
$626
SIC
699
SJS Investment Consulting
Ohio
$626
SC
700
Solstein Capital
California
$626

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.