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
6.82%
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 %
AGWCA
451
Annis Gardner Whiting Capital Advisors
Florida
$12.9K +$5.22K +61 +68%
SO
452
Sierra Ocean
California
$11.7K +$11.7K +138 New
JFG
453
JDM Financial Group
Texas
$11.6K +$11.6K +136 New
OA
454
Operose Advisors
Wisconsin
$10.6K -$15.8K -185 -60%
TIM
455
Tortoise Investment Management
New York
$10.3K
TPCW
456
TD Private Client Wealth
New York
$10K -$9.96K -117 -50%
AP
457
Atwood & Palmer
Missouri
$9.03K
ETC
458
Exchange Traded Concepts
Oklahoma
$8.86K -$2.04K -24 -19%
PMFA
459
Plante Moran Financial Advisors
Michigan
$8.68K +$8.68K +102 New
AssetMark Inc
460
AssetMark Inc
California
$8.09K +$4.68K +55 +138%
CFO
461
CVA Family Office
Colorado
$7.49K +$2.21K +26 +42%
WA
462
Whipplewood Advisors
Colorado
$7.49K +$7.49K +88 New
BBHC
463
Brown Brothers Harriman & Co
New York
$7.07K -$4K -47 -36%
PFBT
464
Parkside Financial Bank & Trust
Missouri
$6.98K
JWA
465
JFS Wealth Advisors
Pennsylvania
$6.9K
CA
466
Clearstead Advisors
Ohio
$6.73K
BIA
467
Bell Investment Advisors
California
$6.73K +$852 +10 +14%
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
$6.47K +$596 +7 +10%
UB
469
UMB Bank
Missouri
$6.39K
AF
470
Advisornet Financial
Minnesota
$5.96K +$5.96K +70 New
Simplex Trading
471
Simplex Trading
Illinois
$5K -$41.2K -536 -89%
CCM
472
Copeland Capital Management
Pennsylvania
$4.43K
WAS
473
Winch Advisory Services
Wisconsin
$4.26K +$4.26K +50 New
FWM
474
FSA Wealth Management
Massachusetts
$4.09K
AAP
475
Arax Advisory Partners
Colorado
$3.83K