We are live on ! Find out more
APAM icon

Artisan Partners

332 hedge funds and large institutions have $2.79B invested in Artisan Partners in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 121 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.8M

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

20% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 101

6% more funds holding

Funds holding: 313332 (+19)

2% more capital invested

Capital invested by funds: $2.75B → $2.79B (+$43.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.17% less ownership

Funds ownership: 90.85%88.69% (-2.2%)

Holders
332
Holders Change
+19
Holders Change %
+6.07%
% of All Funds
4.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
121
Reduced
101
Closed
34
Calls
$10.4M
Puts
$3.8M
Net Calls
+$6.62M
Net Calls Change
+$849K
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
226
Aptus Capital Advisors
Alabama
$244K -$16.7K -389 -7%
TW
227
Trajan Wealth
Arizona
$244K +$229K +5,323 New
GWANC
228
Guardian Wealth Advisors (North Carolina)
North Carolina
$242K -$18.7K -435 -8%
BAM
229
Belpointe Asset Management
Nevada
$238K +$224K +5,205 New
JWS
230
Juncture Wealth Strategies
Arizona
$233K -$408K -9,500 -65%
SPC
231
Sigma Planning Corp
Michigan
$232K -$700K -16,295 -76%
WIA
232
World Investment Advisors
California
$226K +$212K +4,945 New
Lido Advisors
233
Lido Advisors
California
$226K +$17.5K +407 +9%
BRWA
234
B. Riley Wealth Advisors
Florida
$223K +$256K +5,958 New
Baird Financial Group
235
Baird Financial Group
Wisconsin
$223K -$21.1K -492 -9%
SG Americas Securities
236
SG Americas Securities
New York
$222K +$209K +4,859 New
TI
237
Tidal Investments
Wisconsin
$215K +$202K +4,702 New
OAM
238
Origin Asset Management
United Kingdom
$211K +$198K +4,600 New
BFG
239
Bleakley Financial Group
New Jersey
$209K +$196K +4,560 New
SW
240
Simplicity Wealth
New Jersey
$209K +$196K +4,560 New
XT
241
XTX Topco
Cayman Islands
$204K +$192K +4,467 New
SPA
242
Sherbrooke Park Advisers
New York
$200K +$188K +4,373 New
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$193K -$3.61K -84 -2%
Amundi
244
Amundi
France
$190K +$17.2K +400 +10%
SOW
245
State of Wyoming
Wyoming
$177K +$166K +3,872 New
US Bancorp
246
US Bancorp
Minnesota
$176K
CI Investments Inc
247
CI Investments Inc
Ontario, Canada
$151K +$142K +3,297 New
MLICM
248
Metropolitan Life Insurance Company (MetLife)
New York
$146K -$14.8K -344 -10%
HNB
249
Huntington National Bank
Ohio
$126K +$14.3K +334 +14%
NS
250
NBC Securities
Alabama
$118K

APAM Hedge Fund Activity: Q1 2024 in Review

332 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q1 2024, worth a combined $2.79B — up 1.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new APAM positions and 34 closed out — a net gain of 21 holders — while 121 added to existing stakes and 101 trimmed.

The largest buyer was Invesco, adding an estimated $29M. The largest seller was Morgan Stanley, cutting an estimated $70.9M.

  • 332 institutional investors held Artisan Partners (APAM) as of Q1 2024, up from 313 in Q4 2023.
  • Funds reported $2.79B of Artisan Partners stock for Q1 2024, up 1.6% quarter-over-quarter.
  • 55 funds opened new Artisan Partners positions in Q1 2024 and 34 closed out, a net change of +21 holders.
  • The largest Artisan Partners buyer in Q1 2024 was Invesco, an estimated $29M added.
  • The largest Artisan Partners seller in Q1 2024 was Morgan Stanley, an estimated $70.9M sold.

Based on aggregated 13F filings for Q1 2024.