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BlackBerry

233 hedge funds and large institutions have $1.04B invested in BlackBerry in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 67 increasing their positions, 56 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 30

54% more capital invested

Capital invested by funds: $675M → $1.04B (+$364M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

45% more call options, than puts

Call options by funds: $39M | Put options by funds: $26.9M

20% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 56

10% more funds holding

Funds holding: 211233 (+22)

2.72% more ownership

Funds ownership: 43.63%46.35% (+2.7%)

Holders
233
Holders Change
+22
Holders Change %
+10.43%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
54
Increased
67
Reduced
56
Closed
30
Calls
$39M
Puts
$26.9M
Net Calls
+$12.1M
Net Calls Change
+$9.47M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
201
NewEdge Advisors
Louisiana
$1.81K +$5 +2 +0.4%
FFA
202
Farther Finance Advisors
California
$1.62K -$638 -240 -36%
GWSA
203
Global Wealth Strategies & Associates
Colorado
$1.37K +$962 +362 New
MSWA
204
Marshall & Sterling Wealth Advisors
New York
$1.13K +$797 +300 New
PP
205
PFS Partners
New Jersey
$900
Optiver Holding
206
Optiver Holding
Netherlands
$847 -$96.7K -36,387 -99%
AF
207
Allworth Financial
California
$814 +$104 +39 +24%
DWA
208
Delos Wealth Advisors
Texas
$756
SWA
209
SOA Wealth Advisors
New York
$665
WT
210
Whittier Trust
California
$561 -$279 -105 -41%
HI
211
Harbour Investments
Wisconsin
$378
TCOV
212
Trust Company of Vermont
Vermont
$378 +$266 +100 New
WTC
213
WhitTier Trust Company
Nevada
$358
CB
214
Community Bank
New York
$312
FCMT
215
Founders Capital Management (Texas)
Texas
$189
GRP
216
Global Retirement Partners
California
$181
RhumbLine Advisers
217
RhumbLine Advisers
Massachusetts
$124
RIL
218
Rothschild Investment LLC
Illinois
$113
CWP
219
Concord Wealth Partners
Virginia
$95
RF
220
Robbins Farley
New Hampshire
$95
HNB
221
Huntington National Bank
Ohio
$80
BTI
222
Blue Trust Inc
Georgia
$57 -$1.87K -705 -98%
CPG
223
Cornerstone Planning Group
New Jersey
$41
CFFP
224
Center for Financial Planning
Michigan
$31
AA
225
Addison Advisors
Vermont
$19

BB Hedge Fund Activity: Q4 2024 in Review

233 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackBerry (BB) for Q4 2024, worth a combined $1.04B — up 54% from $675M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new BB positions and 30 closed out — a net gain of 24 holders — while 67 added to existing stakes and 56 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $37.4M. The largest seller was Primecap Management, cutting an estimated $63.1M.

  • 233 institutional investors held BlackBerry (BB) as of Q4 2024, up from 211 in Q3 2024.
  • Funds reported $1.04B of BlackBerry stock for Q4 2024, up 54% quarter-over-quarter.
  • 54 funds opened new BlackBerry positions in Q4 2024 and 30 closed out, a net change of +24 holders.
  • The largest BlackBerry buyer in Q4 2024 was Hood River Capital Management, an estimated $37.4M added.
  • The largest BlackBerry seller in Q4 2024 was Primecap Management, an estimated $63.1M sold.

Based on aggregated 13F filings for Q4 2024.