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Doximity

434 hedge funds and large institutions have $6.18B invested in Doximity in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 156 increasing their positions, 114 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 34

37% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 114

23% more capital invested

Capital invested by funds: $5.02B → $6.18B (+$1.17B)

23% more funds holding

Funds holding: 354434 (+80)

20% more call options, than puts

Call options by funds: $125M | Put options by funds: $104M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.62% less ownership

Funds ownership: 91.99%90.37% (-1.6%)

Holders
434
Holders Change
+80
Holders Change %
+22.6%
% of All Funds
5.72%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
118
Increased
156
Reduced
114
Closed
34
Calls
$125M
Puts
$104M
Net Calls
+$20.4M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
376
EverSource Wealth Advisors
Alabama
$16.7K +$4.41K +90 +41%
AF
377
Allworth Financial
California
$15.5K +$5.39K +110 +66%
SAM
378
Smartleaf Asset Management
Massachusetts
$15.1K +$4.99K +102 +56%
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$14.8K +$10.4K +212 +321%
BTD
380
BankPlus Trust Department
Mississippi
$14.3K +$13.1K +268 New
AWM
381
Avior Wealth Management
Nebraska
$14.3K +$8.62K +176 +193%
MG
382
Mather Group
Illinois
$14.1K +$12.5K +256 +3,200%
GWM
383
Geneos Wealth Management
Colorado
$13.6K -$1.13K -23 -8%
QCG
384
Quadrant Capital Group
Ohio
$13.5K +$8.18K +167 +196%
SSB
385
Sandy Spring Bank
Maryland
$13.3K
HWM
386
Hemington Wealth Management
Virginia
$13K +$11.4K +232 +1,105%
PPC
387
Park Place Capital
Alabama
$12.3K +$11.3K +230 New
MWA
388
Medallion Wealth Advisors
Connecticut
$12K +$11K +225 New
GEA
389
Glen Eagle Advisors
New Jersey
$11.1K
NWWA
390
New Wave Wealth Advisors
Arkansas
$10.7K +$9.79K +200 New
BBHC
391
Brown Brothers Harriman & Co
New York
$10.6K +$2.45K +50 +34%
CA
392
Continuum Advisory
Idaho
$10.4K -$2.79K -57 -23%
FFO
393
Fortitude Family Office
Arizona
$10.2K
FFA
394
Farther Finance Advisors
California
$8.22K -$31.1K -635 -80%
IHWM
395
Iron Horse Wealth Management
Iowa
$7.58K
ETC
396
Exchange Traded Concepts
Oklahoma
$7.1K +$6.51K +133 New
CA
397
CoreCap Advisors
Michigan
$6.99K +$6.41K +131 New
PTC
398
Private Trust Company
Ohio
$5.77K
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
$5.55K +$392 +8 +8%
LFA
400
LGT Financial Advisors
Texas
$5.55K +$5.09K +104 New