Giftify Inc
GIFT
11 hedge funds and large institutions have $3.33M invested in Giftify Inc in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
22% more funds holding
Funds holding: 9 → 11 (+2)
0.23% more ownership
Funds ownership: 11.66% → 11.9% (+0.23%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
37% less capital invested
Capital invested by funds: $5.26M → $3.33M (-$1.94M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$148K |
| 2 |
Millennium Management
New York
|
+$32.2K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.5K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$4.36K |
| 5 |
JP Morgan Chase
New York
|
+$41 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HNWA
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
-$76.3K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.58K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SBLIC
1
Security Benefit Life Insurance Company
Topeka,
Kansas
| $2.89M | – | – | – |
|
2
Geode Capital Management
Boston,
Massachusetts
| $151K | – | – | – |
|
|
MYIA
3
Mount Yale Investment Advisors
Denver,
Colorado
| $109K | +$148K | +100,000 | New |
|
|
4
Millennium Management
New York
| $69.8K | +$32.2K | +21,792 | +50% |
|
|
TA
5
TKG Advisors
Valparaiso,
Indiana
| $52.4K | – | – | – |
|
|
WWC
6
Waypoint Wealth Counsel
Atlanta,
Georgia
| $38.9K | – | – | – |
|
|
7
Vanguard Group
Malvern,
Pennsylvania
| $11.2K | +$15.5K | +10,458 | New |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $3.63K | +$4.36K | +2,951 | +770% |
|
|
9
Bank of America
Charlotte,
North Carolina
| $137 | -$6.58K | -4,452 | -97% |
|
|
10
JP Morgan Chase
New York
| $30 | +$41 | +28 | New |
|
11
Wells Fargo
San Francisco,
California
| $2 | – | – | – |
|
|
HNWA
12
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| – | -$76.3K | -41,688 | Closed |
|
GIFT Hedge Fund Activity: Q4 2024 in Review
11 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Giftify Inc (GIFT) for Q4 2024, worth a combined $3.33M — down 37% from $5.26M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new GIFT positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Mount Yale Investment Advisors, opening a new position worth an estimated $148K. The largest seller was Henrickson Nauta Wealth Advisors, exiting entirely with an estimated $76.3K sold.
- 11 institutional investors held Giftify Inc (GIFT) as of Q4 2024, up from 9 in Q3 2024.
- Funds reported $3.33M of Giftify Inc stock for Q4 2024, down 37% quarter-over-quarter.
- 3 funds opened new Giftify Inc positions in Q4 2024 and 1 closed out, a net change of +2 holders.
- The largest Giftify Inc buyer in Q4 2024 was Mount Yale Investment Advisors, an estimated $148K added.
- The largest Giftify Inc seller in Q4 2024 was Henrickson Nauta Wealth Advisors, an estimated $76.3K sold.
Based on aggregated 13F filings for Q4 2024.