We are live on ! Find out more
CSX icon

CSX Corp

1,723 hedge funds and large institutions have $47.8B invested in CSX Corp in 2024 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 588 increasing their positions, 604 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 211 | Existing positions closed: 124

29% more call options, than puts

Call options by funds: $237M | Put options by funds: $184M

3% more funds holding

Funds holding: 1,6661,723 (+57)

2.76% more ownership

Funds ownership: 73.28%76.04% (+2.8%)

3% less capital invested

Capital invested by funds: $49B → $47.8B (-$1.24B)

3% less repeat investments, than reductions

Existing positions increased: 588 | Existing positions reduced: 604

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,723
Holders Change
+57
Holders Change %
+3.42%
% of All Funds
22.69%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.12%
New
211
Increased
588
Reduced
604
Closed
124
Calls
$237M
Puts
$184M
Net Calls
+$53M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
1126
Federated Hermes
Pennsylvania
$376K -$9.02K -263 -2%
AG
1127
AlTi Global
New York
$374K +$1.78K +52 +0.5%
SFS
1128
Strategic Financial Services
New York
$374K
WAG
1129
Wallace Advisory Group
California
$373K -$1.34K -39 -0.4%
EFP
1130
Elser Financial Planning
Indiana
$373K +$4.05K +118 +1%
SQA
1131
Simon Quick Advisors
New Jersey
$373K -$3.26K -95 -0.8%
KWA
1132
Kingswood Wealth Advisors
California
$373K -$225K -6,571 -36%
SC
1133
Sepio Capital
Utah
$372K +$14.6K +427 +4%
TWM
1134
TriaGen Wealth Management
California
$372K
SFA
1135
Souders Financial Advisors
Ohio
$372K +$6.55K +191 +2%
WAAG
1136
Wealth Alliance Advisory Group
Kansas
$372K
BAG
1137
Bridgewealth Advisory Group
California
$371K +$385K +11,213 New
RSWM
1138
Robertson Stephens Wealth Management
California
$371K -$600K -17,482 -60%
KCFA
1139
Key Client Fiduciary Advisors
New Jersey
$370K
DWM
1140
Dakota Wealth Management
Florida
$370K -$10.6K -308 -3%
WIA
1141
Westbourne Investment Advisors
Maryland
$370K
SCM
1142
SOL Capital Management
Maryland
$368K
CBT
1143
Crews Bank & Trust
Florida
$368K +$391K +11,396 New
KJWM
1144
Kiley Juergens Wealth Management
Washington
$367K -$19.3K -562 -5%
MWM
1145
Meridian Wealth Management
Kentucky
$367K +$6.04K +176 +2%
FAM
1146
Formidable Asset Management
Ohio
$367K +$34 +1 +0%
WP
1147
Westmount Partners
California
$367K +$1.34K +39 +0.3%
KWM
1148
Kaydan Wealth Management
Michigan
$366K
MWM
1149
Marion Wealth Management
Pennsylvania
$366K
RCM
1150
Raleigh Capital Management
North Carolina
$365K -$21.4K -625 -5%

CSX Hedge Fund Activity: Q4 2024 in Review

1,723 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in CSX Corp (CSX) for Q4 2024, worth a combined $47.8B — down 2.5% from $49B a quarter earlier.

Buyers outnumbered sellers: 211 funds opened new CSX positions and 124 closed out — a net gain of 87 holders — while 588 added to existing stakes and 604 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $523M. The largest seller was T. Rowe Price Associates, cutting an estimated $273M.

  • 1,723 institutional investors held CSX Corp (CSX) as of Q4 2024, up from 1,666 in Q3 2024.
  • Funds reported $47.8B of CSX Corp stock for Q4 2024, down 2.5% quarter-over-quarter.
  • 211 funds opened new CSX Corp positions in Q4 2024 and 124 closed out, a net change of +87 holders.
  • The largest CSX Corp buyer in Q4 2024 was JP Morgan Chase, an estimated $523M added.
  • The largest CSX Corp seller in Q4 2024 was T. Rowe Price Associates, an estimated $273M sold.

Based on aggregated 13F filings for Q4 2024.