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AptarGroup

503 hedge funds and large institutions have $7.3B invested in AptarGroup in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 178 increasing their positions, 180 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $17.1M | Put options by funds: $13.2M

22% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 68

1% more funds holding

Funds holding: 497503 (+6)

0.6% less ownership

Funds ownership: 91.78%91.18% (-0.6%)

1% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 180

10% less capital invested

Capital invested by funds: $8.07B → $7.3B (-$774M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
503
Holders Change
+6
Holders Change %
+1.21%
% of All Funds
6.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
83
Increased
178
Reduced
180
Closed
68
Calls
$17.1M
Puts
$13.2M
Net Calls
+$3.89M
Net Calls Change
+$779K
Name Holding Trade Value Shares
Change
Change in
Stake
SOAM
376
SBI Okasan Asset Management
Japan
$136K +$136K +1,100 New
GFA
377
Godfrey Financial Associates
New York
$122K +$124K +1,000 New
SC
378
Steph & Co
Wisconsin
$122K +$44.1K +357 +56%
MA
379
Montag & Associates
Georgia
$119K -$2.84K -23 -2%
EWA
380
EverSource Wealth Advisors
Alabama
$118K +$18.4K +149 +18%
LWCFA
381
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K +$64.2K +520 +130%
EP
382
Essential Partners
California
$113K +$79.1K +640 +221%
VCM
383
Versant Capital Management
Arizona
$109K +$84.4K +683 +328%
NS
384
NBC Securities
Alabama
$104K +$93.8K +759 +834%
National Bank of Canada
385
National Bank of Canada
Quebec, Canada
$103K +$85.5K +692 +458%
ST
386
Smithfield Trust
Pennsylvania
$98K
KFAS
387
Keating Financial Advisory Services
Kansas
$93.4K +$94.6K +766 New
UB
388
UMB Bank
Missouri
$91.3K +$40.5K +328 +78%
AGWCA
389
Annis Gardner Whiting Capital Advisors
Florida
$87.1K -$16.6K -134 -16%
GI
390
GAMMA Investing
California
$86.6K -$39.5K -320 -31%
WSFS
391
Wilmington Savings Fund Society
Delaware
$85.4K
NA
392
NewEdge Advisors
Louisiana
$82.6K -$101K -821 -55%
ECSS
393
Eurizon Capital SGR SpA
$79.2K +$79.8K +646 New
CA
394
Clearstead Advisors
Ohio
$77.4K -$8.89K -72 -10%
HWA
395
Heritage Wealth Advisors
Virginia
$76.8K
PWPS
396
Pinnacle Wealth Planning Services
Ohio
$75.9K +$76.8K +622 New
AF
397
Alerus Financial
North Dakota
$75.6K -$480K -3,887 -86%
QL
398
Quarry LP
New York
$74.5K +$32.6K +264 +76%
BTI
399
Blue Trust Inc
Georgia
$74.5K -$1.36K -11 -2%
PA
400
Parallel Advisors
California
$73.9K -$62.1K -503 -45%