We are live on ! Find out more
GWRE icon

Guidewire Software

500 hedge funds and large institutions have $15.1B invested in Guidewire Software in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 159 increasing their positions, 177 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $123M | Put options by funds: $56.3M

109% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 47

32% more capital invested

Capital invested by funds: $11.4B → $15.1B (+$3.7B)

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

10% more funds holding

Funds holding: 454500 (+46)

0.32% less ownership

Funds ownership: 100.21%99.89% (-0.32%)

10% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 177

Holders
500
Holders Change
+46
Holders Change %
+10.13%
% of All Funds
7.18%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
98
Increased
159
Reduced
177
Closed
47
Calls
$123M
Puts
$56.3M
Net Calls
+$66.6M
Net Calls Change
+$36.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
351
Benjamin Edwards Inc
Missouri
$380K +$227K +1,495 +256%
BWG
352
Beta Wealth Group
California
$366K
Chevy Chase Trust
353
Chevy Chase Trust
Maryland
$343K +$284K +1,873 New
CCM
354
Coldstream Capital Management
Washington
$335K +$27.6K +182 +11%
IFWM
355
Institute for Wealth Management
Colorado
$334K +$1.22K +8 +0.4%
CA
356
Claro Advisors
Massachusetts
$329K +$273K +1,798 New
BWM
357
Baron Wealth Management
Michigan
$326K -$304 -2 -0.1%
Nisa Investment Advisors
358
Nisa Investment Advisors
Missouri
$320K
CC
359
Centiva Capital
New York
$317K -$51.6K -340 -16%
AAS
360
Avantax Advisory Services
Texas
$311K +$1.37K +9 +0.5%
PWPS
361
Pinnacle Wealth Planning Services
Ohio
$306K +$4.25K +28 +2%
BC
362
Bridgefront Capital
Texas
$301K -$90.2K -594 -27%
MCM
363
Moore Capital Management
New York
$301K +$250K +1,644 New
RA
364
RiverPark Advisors
New York
$291K +$7.75K +51 +3%
BAM
365
Blueshift Asset Management
New Jersey
$288K +$239K +1,573 New
SFA
366
Sequoia Financial Advisors
Ohio
$280K -$9.42K -62 -4%
PCIG
367
Partners Capital Investment Group
Massachusetts
$280K
EH
368
Equitable Holdings
New York
$275K +$229K +1,505 New
MA
369
Mutual Advisors
Nebraska
$274K
ABC
370
Associated Banc-Corp
Wisconsin
$273K -$66.7K -439 -23%
Cambridge Investment Research Advisors
371
Cambridge Investment Research Advisors
Iowa
$269K +$224K +1,473 New
IB
372
Intrust Bank
Kansas
$263K -$7.29K -48 -3%
IFG
373
Independent Financial Group
California
$262K -$26.9K -177 -11%
Wealthfront Advisers
374
Wealthfront Advisers
California
$254K +$211K +1,388 New
AWM
375
Ariadne Wealth Management
California
$252K +$196K +1,293 New