512 hedge funds and large institutions have $9.2B invested in Amdocs in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 168 increasing their positions, 208 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
+14
Holders Change %
+2.81%
% of All Funds
6.81%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
75
Increased
168
Reduced
208
Closed
49
Calls
$1.54M
Puts
$21.2M
Net Calls
-$19.6M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
376
Cresset Asset Management
Illinois
$213K -$372K -4,359 -64%
KWM
377
KFG Wealth Management
Indiana
$213K +$16.1K +189 +8%
TW
378
Trajan Wealth
Arizona
$210K +$210K +2,462 New
UCFA
379
United Capital Financial Advisors
Texas
$209K +$209K +2,459 New
VT
380
Vise Technologies
New York
$207K +$207K +2,434 New
AWM
381
Axxcess Wealth Management
California
$207K +$10.6K +124 +5%
LNWWM
382
Laird Norton Wetherby Wealth Management
California
$206K -$9.62K -113 -4%
USCWA
383
U.S. Capital Wealth Advisors
Texas
$206K +$206K +2,415 New
ACA
384
Atlas Capital Advisors
Wyoming
$205K -$3.58K -42 -2%
PTC
385
Petrus Trust Company
Texas
$204K +$204K +2,400 New
Prudential Financial
386
Prudential Financial
New Jersey
$202K -$38.5K -459 -16%
HCG
387
Haven Capital Group
California
$200K +$200K +2,352 New
IA
388
IFP Advisors
Florida
$181K -$101K -1,151 -36%
UFF
389
USA Financial Formulas
Michigan
$177K -$7.66K -90 -4%
Asset Management One
390
Asset Management One
Japan
$174K -$12.4K -145 -7%
CSP
391
Cary Street Partners
Virginia
$173K +$173K +2,037 New
MIM
392
MetLife Investment Management
New Jersey
$168K -$2.9K -34 -2%
FDCDDQ
393
Federation des caisses Desjardins du Quebec
Quebec, Canada
$167K +$37.7K +443 +29%
TAM
394
Tucker Asset Management
Colorado
$152K -$47.8K -561 -24%
AF
395
Allworth Financial
California
$138K +$25.9K +304 +23%
WA
396
WPG Advisers
Maryland
$129K +$129K +1,511 New
MCM
397
MAI Capital Management
Ohio
$126K +$126K +1,481 New
WWP
398
WR Wealth Planners
Missouri
$125K +$5.88K +69 +5%
QCG
399
Quadrant Capital Group
Ohio
$123K -$3.75K -44 -3%
Bank Julius Baer & Co
400
Bank Julius Baer & Co
Switzerland
$115K +$115K +1,225 New