We are live on ! Find out more
ALGN icon

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
SIS
701
Sound Income Strategies
Florida
$626
CSWM
702
Cassady Schiller Wealth Management
Ohio
$626 +$670 +3 New
CAS
703
Coppell Advisory Solutions
Texas
$620
VWA
704
Valued Wealth Advisors
Utah
$418
BFPW
705
BOK Financial Private Wealth
Colorado
$418 +$447 +2 New
WCM
706
WealthTrak Capital Management
Virginia
$418 +$447 +2 New
CA
707
CoreCap Advisors
Michigan
$417 -$2.68K -12 -86%
SWM
708
Sanctuary Wealth Management
Idaho
$417
TAM
709
Tucker Asset Management
Colorado
$417
PWA
710
Principia Wealth Advisory
Texas
$417 +$447 +2 New
WW
711
Winnow Wealth
Texas
$332 +$447 +2 New
CAC
712
Core Alternative Capital
Georgia
$209
WA
713
WestEnd Advisors
North Carolina
$209
AP
714
Aspect Partners
Virginia
$209 +$223 +1 New
GFPC
715
Global Financial Private Client
Florida
$209 +$223 +1 New
NC
716
NewSquare Capital
Pennsylvania
$209 +$223 +1 New
PWM
717
Parkworth Wealth Management
California
$209 +$223 +1 New
SC
718
Swan Capital
Florida
$209 +$223 +1 New
WA
719
Whipplewood Advisors
Colorado
$209 +$223 +1 New
DWM
720
Darwin Wealth Management
Florida
$208 -$447 -2 -67%
CAM
721
Chesapeake Asset Management
New York
$208
OWP
722
ORG Wealth Partners
Texas
$208
Sands Capital Management
723
Sands Capital Management
Virginia
-$204M -800,408 Closed
CIP
724
Champlain Investment Partners
Vermont
-$136M -534,629 Closed
RPI
725
Railway Pension Investments
United Kingdom
-$83M -326,361 Closed

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.