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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
KCM
801
Kornitzer Capital Management
Kansas
-$205K -805 Closed
NP
802
NorthRock Partners
Minnesota
-$204K -803 Closed
VCM
803
Virtue Capital Management
Tennessee
-$203K -799 Closed
BWM
804
Baron Wealth Management
Michigan
-$200K -787 Closed
JAM
805
JCIC Asset Management
Ontario, Canada
-$145K -569 Closed
AWA
806
Authentikos Wealth Advisory
California
-$135K -530 Closed
FCM
807
Fourpath Capital Management
Oklahoma
-$114K -450 Closed
AIM
808
Acropolis Investment Management
Missouri
-$105K -413 Closed
CPA
809
Capital Performance Advisors
California
-$79.3K -312 Closed
AA
810
Alta Advisers
United Kingdom
-$76.3K -300 Closed
CM
811
Capula Management
Cayman Islands
-$73.5K -289 Closed
YDMI
812
Y.D. More Investments
Israel
-$50.9K -200 Closed
GJIA
813
Glass Jacobson Investment Advisors
Maryland
-$44.5K -175 Closed
CA
814
Claris Advisors
Missouri
-$38.4K -151 Closed
SSG
815
Summit Securities Group
New York
-$38K -150 Closed
NICM
816
Neo Ivy Capital Management
New York
-$32K -122 Closed
NS
817
NBC Securities
Alabama
-$20K -81 Closed
CA
818
Clearstead Advisors
Ohio
-$20.3K -80 Closed
OA
819
Operose Advisors
Wisconsin
-$19.8K -78 Closed
ATS
820
Ashton Thomas Securities
New York
-$19.1K -75 Closed
FIA
821
FNY Investment Advisers
New York
-$17K -68 Closed
MWA
822
Moser Wealth Advisors
Washington
-$16.5K -65 Closed
BONH
823
Bank of New Hampshire
New Hampshire
-$12.7K -50 Closed
BWP
824
Baldwin Wealth Partners
Massachusetts
-$6.36K -25 Closed
TFA
825
Toth Financial Advisory
Virginia
-$5.09K -20 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.