We are live on ! Find out more

237 hedge funds and large institutions have $1.07B invested in Hertz in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 67 increasing their positions, 79 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $922M → $1.07B (+$145M)

4.03% more ownership

Funds ownership: 91.03%95.06% (+4%)

5% less funds holding

Funds holding: 250237 (-13)

15% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 79

24% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 55

29% less call options, than puts

Call options by funds: $33.6M | Put options by funds: $47.6M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
237
Holders Change
-13
Holders Change %
-5.2%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
67
Reduced
79
Closed
55
Calls
$33.6M
Puts
$47.6M
Net Calls
-$14M
Net Calls Change
-$9.29M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Atticus Wealth Management
Florida
$3.66K
TIM
202
Tortoise Investment Management
New York
$3.66K
S
203
SignatureFD
Georgia
$3.47K +$629 +174 +23%
PWMG
204
Prestige Wealth Management Group
New Jersey
$3.42K +$1.57K +435 +87%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$3.02K +$1.96K +542 +191%
UB
206
UMB Bank
Missouri
$2.43K +$1.66K +459 +223%
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$2.31K
PWMG
208
Private Wealth Management Group
New Jersey
$1.83K +$1.81K +500 New
PA
209
Parallel Advisors
California
$1.81K -$383 -106 -18%
Jones Financial Companies
210
Jones Financial Companies
Missouri
$1.56K +$1.54K +425 New
HIW
211
Holos Integrated Wealth
Pennsylvania
$1.54K +$1.52K +421 New
SAM
212
Smartleaf Asset Management
Massachusetts
$1.48K -$5.13K -1,419 -77%
RIL
213
Rothschild Investment LLC
Illinois
$1.12K +$470 +130 +74%
CAL
214
Capital Advisors Ltd
Ohio
$1K
PLU
215
Performa Ltd (US)
South Carolina
$732 -$2.35K -650 -76%
PS
216
Principal Securities
Iowa
$732 -$361 -100 -33%
AF
217
Allworth Financial
California
$648 +$181 +50 +45%
BIG
218
Brooklyn Investment Group
New York
$509 +$502 +139 New
SSB
219
Sandy Spring Bank
Maryland
$403
BGAI
220
Bruce G. Allen Investments
Colorado
$348 -$531 -147 -61%
W
221
WealthCollab
Washington
$330
PFBT
222
Parkside Financial Bank & Trust
Missouri
$323 +$130 +36 +69%
LC
223
Lindbrook Capital
California
$322 +$318 +88 New
PA
224
PSI Advisors
Florida
$271
CFGS
225
Concourse Financial Group Securities
Alabama
$201

HTZ Hedge Fund Activity: Q4 2024 in Review

237 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hertz (HTZ) for Q4 2024, worth a combined $1.07B — up 16% from $922M a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of HTZ and 42 opened new positions — a net loss of 13 holders — while 79 trimmed existing stakes and 67 added.

The largest buyer was Pershing Square Capital Management, opening a new position worth an estimated $45.9M. The largest seller was Invesco, cutting an estimated $6.52M.

  • 237 institutional investors held Hertz (HTZ) as of Q4 2024, down from 250 in Q3 2024.
  • Funds reported $1.07B of Hertz stock for Q4 2024, up 16% quarter-over-quarter.
  • 42 funds opened new Hertz positions in Q4 2024 and 55 closed out, a net change of -13 holders.
  • The largest Hertz buyer in Q4 2024 was Pershing Square Capital Management, an estimated $45.9M added.
  • The largest Hertz seller in Q4 2024 was Invesco, an estimated $6.52M sold.

Based on aggregated 13F filings for Q4 2024.