We are live on ! Find out more
IR icon

Ingersoll Rand

928 hedge funds and large institutions have $35.9B invested in Ingersoll Rand in 2024 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 330 increasing their positions, 275 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $19.6M

116% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 69

20% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 275

7% more funds holding

Funds holding: 866928 (+62)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.64% less ownership

Funds ownership: 99.08%98.44% (-0.64%)

9% less capital invested

Capital invested by funds: $39.3B → $35.9B (-$3.38B)

Holders
928
Holders Change
+62
Holders Change %
+7.16%
% of All Funds
12.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
149
Increased
330
Reduced
275
Closed
69
Calls
$54.5M
Puts
$19.6M
Net Calls
+$34.9M
Net Calls Change
-$42.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
901
Prestige Wealth Management Group
New Jersey
$1.9K
NC
902
NewSquare Capital
Pennsylvania
$1.81K +$1.99K +20 New
HCM
903
Hollencrest Capital Management
California
$1.72K
TWD
904
True Wealth Design
Ohio
$1.54K +$100 +1 +6%
LAM
905
Lummis Asset Management
Texas
$1.36K
WCM
906
WealthTrak Capital Management
Virginia
$1.36K +$1.49K +15 New
CWC
907
Carolinas Wealth Consulting
North Carolina
$1.18K +$498 +5 +63%
PWA
908
Principia Wealth Advisory
Texas
$995 +$1.09K +11 New
LWCFA
909
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$919
CPG
910
Cornerstone Planning Group
New Jersey
$919 +$199 +2 +25%
AP
911
Atwood & Palmer
Missouri
$905
CAWM
912
Capital A Wealth Management
Pennsylvania
$905 +$996 +10 New
CT
913
Coastline Trust
Rhode Island
$905 +$996 +10 New
OSNBOA
914
Old Second National Bank of Aurora
Illinois
$814 +$896 +9 New
BFPW
915
BOK Financial Private Wealth
Colorado
$724 +$796 +8 New
PWA
916
Physician Wealth Advisors
Utah
$634 +$697 +7 New
TIM
917
Tortoise Investment Management
New York
$633 +$697 +7 New
WW
918
Winnow Wealth
Texas
$560 +$697 +7 New
PWM
919
Parkworth Wealth Management
California
$543 +$597 +6 New
RPA
920
Redwood Park Advisors
California
$543 +$597 +6 New
PCTC
921
Perkins Coie Trust Company
Washington
$542
HIA
922
Harbor Investment Advisory
Maryland
$452
SMAM
923
Sugar Maple Asset Management
Wisconsin
$452 +$498 +5 New
SWA
924
SOA Wealth Advisors
New York
$363
CSWM
925
Cassady Schiller Wealth Management
Ohio
$271 +$299 +3 New

IR Hedge Fund Activity: Q4 2024 in Review

928 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ingersoll Rand (IR) for Q4 2024, worth a combined $35.9B — down 8.6% from $39.3B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new IR positions and 69 closed out — a net gain of 80 holders — while 330 added to existing stakes and 275 trimmed.

The largest buyer was UBS Group, adding an estimated $202M. The largest seller was Artisan Partners, cutting an estimated $476M.

  • 928 institutional investors held Ingersoll Rand (IR) as of Q4 2024, up from 866 in Q3 2024.
  • Funds reported $35.9B of Ingersoll Rand stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 149 funds opened new Ingersoll Rand positions in Q4 2024 and 69 closed out, a net change of +80 holders.
  • The largest Ingersoll Rand buyer in Q4 2024 was UBS Group, an estimated $202M added.
  • The largest Ingersoll Rand seller in Q4 2024 was Artisan Partners, an estimated $476M sold.

Based on aggregated 13F filings for Q4 2024.