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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
PFS
776
Prospera Financial Services
Texas
-$291K -1,145 Closed
BFG
777
Bleakley Financial Group
New Jersey
-$283K -1,114 Closed
HWM
778
HB Wealth Management
Georgia
-$280K -1,102 Closed
BFS
779
Bradley Foster & Sargent
Connecticut
-$279K -1,097 Closed
HSA
780
HBK Sorce Advisory
Pennsylvania
-$271K -1,064 Closed
SCA
781
Snowden Capital Advisors
New York
-$259K -1,020 Closed
CAG
782
Crestwood Advisors Group
Massachusetts
-$254K -1,000 Closed
DFCM
783
Dark Forest Capital Management
Puerto Rico
-$249K -979 Closed
KAS
784
Kestra Advisory Services
Texas
-$245K -964 Closed
DWT
785
Dorsey & Whitney Trust
South Dakota
-$241K -949 Closed
SW
786
SteelPeak Wealth
California
-$241K -946 Closed
SHGA
787
Sand Hill Global Advisors
California
-$240K -943 Closed
PWG
788
Portside Wealth Group
Utah
-$238K -936 Closed
BEI
789
Benjamin Edwards Inc
Missouri
-$234K -919 Closed
NC
790
nVerses Capital
Florida
-$229K -900 Closed
CIS
791
Continental Investors Services
Washington
-$219K -894 Closed
CA
792
Callahan Advisors
Texas
-$226K -887 Closed
TAM
793
Trillium Asset Management
Massachusetts
-$219K -862 Closed
LNWWM
794
Laird Norton Wetherby Wealth Management
California
-$218K -859 Closed
SWP
795
Stratos Wealth Partners
Ohio
-$217K -853 Closed
RWB
796
RMR Wealth Builders
New Jersey
-$216K -851 Closed
TAM
797
Trust Asset Management
Texas
-$216K -849 Closed
FTWA
798
Fifth Third Wealth Advisors
Ohio
-$211K -829 Closed
WC
799
Wexford Capital
Florida
-$211K -828 Closed
NG
800
Norden Group
Utah
-$208K -817 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.