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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
BlackRock
1
BlackRock
New York
$457M -$2.92M -63,834 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$349M +$3.61M +78,979 +1%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$282M -$6.28M -137,442 -2%
State Street
4
State Street
Massachusetts
$123M +$5.19M +113,527 +4%
Charles Schwab
5
Charles Schwab
California
$119M +$5.88M +128,717 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$78.1M +$1.75M +38,284 +2%
CCM
7
Channing Capital Management
Illinois
$76.2M +$10.3M +224,455 +15%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$70M -$472K -10,342 -0.6%
VNIM
9
Vaughan Nelson Investment Management
Texas
$68.4M +$2.57M +56,190 +4%
Fisher Asset Management
10
Fisher Asset Management
Washington
$64.6M -$2.13M -46,523 -3%
Morgan Stanley
11
Morgan Stanley
New York
$64.5M -$2.17M -47,491 -3%
WA
12
Wasatch Advisors
Utah
$59.4M -$19.7M -431,958 -24%
Capital World Investors
13
Capital World Investors
California
$55.2M -$70.3K -1,539 -0.1%
Victory Capital Management
14
Victory Capital Management
Texas
$51.2M +$3.06M +67,079 +6%
RA
15
Royce & Associates
New York
$44.6M +$192K +4,212 +0.4%
Northern Trust
16
Northern Trust
Illinois
$38.9M +$934K +20,456 +2%
Wells Fargo
17
Wells Fargo
California
$31.6M -$1.86M -40,641 -5%
Federated Hermes
18
Federated Hermes
Pennsylvania
$29.2M -$5.31M -116,218 -15%
CIC
19
Crawford Investment Counsel
Georgia
$22.1M +$89.7K +1,964 +0.4%
Goldman Sachs
20
Goldman Sachs
New York
$21.9M +$9.24M +202,302 +66%
Raymond James Financial
21
Raymond James Financial
Florida
$20.6M +$21.9M +478,685 New
Invesco
22
Invesco
Georgia
$19.7M -$880K -19,260 -4%
N
23
Nuveen
North Carolina
$19.4M -$159K -3,477 -0.8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$19M -$469K -10,261 -2%
Millennium Management
25
Millennium Management
New York
$18.9M +$9.94M +217,552 +98%

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.