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ASE Group

286 hedge funds and large institutions have $1.68B invested in ASE Group in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 108 increasing their positions, 100 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+9
Holders Change %
+3.25%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
51
Increased
108
Reduced
100
Closed
36
Calls
$1.75M
Puts
$542K
Net Calls
+$1.21M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
176
Wealth Enhancement Advisory Services
Minnesota
$158K +$35K +3,477 +28%
Franklin Resources
177
Franklin Resources
California
$156K +$13K +1,290 +9%
WA
178
Wealthstream Advisors
New York
$153K +$19.7K +1,955 +15%
CCM
179
Coldstream Capital Management
Washington
$150K -$38.5K -3,820 -20%
TIAA Trust, National Association
180
TIAA Trust, National Association
North Carolina
$149K +$10.6K +1,054 +8%
PA
181
Parallel Advisors
California
$149K +$47.3K +4,696 +47%
GBT
182
Grove Bank & Trust
Florida
$148K -$8.32K -826 -5%
AP
183
Americana Partners
Texas
$148K +$3.46K +344 +2%
VAS
184
Vestmark Advisory Solutions
Massachusetts
$147K +$147K +14,552 New
Capstone Investment Advisors
185
Capstone Investment Advisors
New York
$139K +$139K +13,834 New
LFM
186
LGT Fund Management
Liechtenstein
$138K
CA
187
Claro Advisors
Massachusetts
$136K -$238K -23,645 -64%
HB
188
HTLF Bank
Colorado
$135K -$17.3K -1,714 -11%
LSAG
189
Lake Street Advisors Group
New Hampshire
$134K
DWT
190
Dorsey & Whitney Trust
South Dakota
$131K +$594 +59 +0.5%
MOS
191
MGO One Seven
Ohio
$130K -$5.25K -521 -4%
HAI
192
Hennessy Advisors Inc
California
$129K +$129K +12,837 New
NA
193
NewEdge Advisors
Louisiana
$128K -$342K -33,924 -73%
AssetMark Inc
194
AssetMark Inc
California
$128K -$171K -16,964 -57%
UCFA
195
United Capital Financial Advisors
Texas
$124K +$13.5K +1,338 +12%
Geode Capital Management
196
Geode Capital Management
Massachusetts
$124K +$7.45K +740 +6%
M&T Bank
197
M&T Bank
New York
$123K +$4.15K +412 +4%
FG
198
Foster Group
Iowa
$121K +$121K +12,044 New
1WA
199
180 Wealth Advisors
Washington
$121K -$5.17K -513 -4%
MFG
200
Merit Financial Group
Georgia
$119K +$119K +11,812 New