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Artisan Partners

358 hedge funds and large institutions have $2.76B invested in Artisan Partners in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 146 increasing their positions, 108 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,040% more call options, than puts

Call options by funds: $7.11M | Put options by funds: $624K

65% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 31

35% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 108

5% more funds holding

Funds holding: 342358 (+16)

1.73% more ownership

Funds ownership: 89.69%91.42% (+1.7%)

2% more capital invested

Capital invested by funds: $2.71B → $2.76B (+$47.1M)

Holders
358
Holders Change
+16
Holders Change %
+4.68%
% of All Funds
4.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
51
Increased
146
Reduced
108
Closed
31
Calls
$7.11M
Puts
$624K
Net Calls
+$6.49M
Net Calls Change
-$669K
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
326
Venturi Wealth Management
Texas
$9.69K +$10.3K +225 New
AWM
327
Avior Wealth Management
Nebraska
$9.13K -$6.85K -150 -41%
LC
328
Lindbrook Capital
California
$8.01K
VNA
329
Valley National Advisers
Pennsylvania
$8K
FHA
330
First Horizon Advisors
Tennessee
$6.93K +$868 +19 +13%
GCM
331
Gables Capital Management
Florida
$5.9K
Mitsubishi UFJ Asset Management
332
Mitsubishi UFJ Asset Management
Japan
$5.17K
FPF
333
First Pacific Financial
Washington
$5.12K +$2.42K +53 +80%
FFO
334
Fortitude Family Office
Arizona
$4.91K -$274 -6 -5%
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$4.65K
RCM
336
Richardson Capital Management
Wisconsin
$4.65K
LI
337
LRI Investments
Florida
$4.37K
SIC
338
SJS Investment Consulting
Ohio
$3.92K +$3.65K +80 +727%
CJ
339
Caitlin John
Michigan
$3.48K +$46 +1 +1%
RIL
340
Rothschild Investment LLC
Illinois
$3.23K +$457 +10 +15%
CFO
341
CVA Family Office
Colorado
$2.97K
PWMG
342
Private Wealth Management Group
New Jersey
$2.88K
SCM
343
Sterling Capital Management
North Carolina
$2.8K +$91 +2 +3%
AF
344
Allworth Financial
California
$2.5K -$24K -525 -90%
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$1.94K
JWA
346
JFS Wealth Advisors
Pennsylvania
$1.42K
SWM
347
Spire Wealth Management
Virginia
$1.29K
HWM
348
Hemington Wealth Management
Virginia
$1K +$639 +14 +61%
OP
349
ORG Partners
Indiana
$880
CA
350
CoreCap Advisors
Michigan
$517 -$685 -15 -56%

APAM Hedge Fund Activity: Q4 2024 in Review

358 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q4 2024, worth a combined $2.76B — up 1.7% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new APAM positions and 31 closed out — a net gain of 20 holders — while 146 added to existing stakes and 108 trimmed.

The largest buyer was Channing Capital Management, adding an estimated $10.3M. The largest seller was Wasatch Advisors, cutting an estimated $19.7M.

  • 358 institutional investors held Artisan Partners (APAM) as of Q4 2024, up from 342 in Q3 2024.
  • Funds reported $2.76B of Artisan Partners stock for Q4 2024, up 1.7% quarter-over-quarter.
  • 51 funds opened new Artisan Partners positions in Q4 2024 and 31 closed out, a net change of +20 holders.
  • The largest Artisan Partners buyer in Q4 2024 was Channing Capital Management, an estimated $10.3M added.
  • The largest Artisan Partners seller in Q4 2024 was Wasatch Advisors, an estimated $19.7M sold.

Based on aggregated 13F filings for Q4 2024.