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AeroVironment

411 hedge funds and large institutions have $4.16B invested in AeroVironment in 2024 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 154 increasing their positions, 119 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 119

4.05% more ownership

Funds ownership: 91.84%95.89% (+4%)

1% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 75

2% less funds holding

Funds holding: 420411 (-9)

10% less call options, than puts

Call options by funds: $76.3M | Put options by funds: $85.1M

19% less capital invested

Capital invested by funds: $5.13B → $4.16B (-$971M)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
411
Holders Change
-9
Holders Change %
-2.14%
% of All Funds
5.41%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
74
Increased
154
Reduced
119
Closed
75
Calls
$76.3M
Puts
$85.1M
Net Calls
-$8.78M
Net Calls Change
+$248K
Name Holding Trade Value Shares
Change
Change in
Stake
WQ
251
Wealth Quarterback
New Jersey
$287K +$8.81K +45 +2%
MG
252
Marex Group
$285K -$11.2K -57 -3%
CGH
253
Crossmark Global Holdings
Texas
$282K -$9.2K -47 -2%
VF
254
Virtu Financial
New York
$282K +$359K +1,835 New
American Century Companies
255
American Century Companies
Missouri
$279K +$355K +1,815 New
MFG
256
Magnus Financial Group
New York
$278K -$162K -829 -31%
SW
257
SkyOak Wealth
Michigan
$277K +$352K +1,800 New
LTAS
258
Linden Thomas Advisory Services
North Carolina
$272K +$58.9K +301 +20%
PWG
259
Portside Wealth Group
Utah
$257K +$327K +1,670 New
HAG
260
HighPoint Advisor Group
Illinois
$257K -$33.1K -169 -11%
SFA
261
Sequoia Financial Advisors
Ohio
$256K +$34.3K +175 +12%
AI
262
Atria Investments
North Carolina
$254K +$21.1K +108 +7%
Wealth Enhancement Advisory Services
263
Wealth Enhancement Advisory Services
Minnesota
$251K +$319K +1,628 New
NAAA
264
New Age Alpha Advisors
New York
$250K +$317K +1,622 New
Mackenzie Financial
265
Mackenzie Financial
Ontario, Canada
$246K +$16.2K +83 +5%
SCM
266
Schnieders Capital Management
California
$239K -$68.5K -350 -18%
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$238K -$59.1K -302 -16%
MA
268
Montag & Associates
Georgia
$232K -$824K -4,209 -74%
CGA
269
Crescent Grove Advisors
Illinois
$232K +$295K +1,508 New
CT
270
Clearstead Trust
Maine
$231K
NCM
271
Novare Capital Management
North Carolina
$231K +$294K +1,500 New
FIM
272
Freedom Investment Management
Connecticut
$230K +$52.8K +270 +22%
PA
273
Profund Advisors
Maryland
$228K +$5.09K +26 +2%
JIR
274
James Investment Research
Ohio
$228K +$290K +1,480 New
CC
275
Cornerstone Capital
California
$223K