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IRBT

iRobot

Delisted

IRBT was delisted on the 19th of December, 2025.

219 hedge funds and large institutions have $864M invested in iRobot in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 61 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

2% more funds holding

Funds holding: 215219 (+4)

1% less capital invested

Capital invested by funds: $871M → $864M (-$6.72M)

9% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 67

2.86% less ownership

Funds ownership: 83.03%80.17% (-2.9%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

55% less call options, than puts

Call options by funds: $107M | Put options by funds: $236M

Holders
219
Holders Change
+4
Holders Change %
+1.86%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
61
Reduced
67
Closed
29
Calls
$107M
Puts
$236M
Net Calls
-$129M
Net Calls Change
-$93M
Name Holding Trade Value Shares
Change
Change in
Stake
FBC
151
Fairfield, Bush & Co
Connecticut
$31.7K +$29.1K +819 New
BAM
152
Byrne Asset Management
New Jersey
$31.4K +$28.8K +810 New
KBC Group
153
KBC Group
Belgium
$31K -$7.15K -201 -20%
US Bancorp
154
US Bancorp
Minnesota
$29.1K -$5.73K -161 -18%
CFGS
155
Concourse Financial Group Securities
Alabama
$29K
BHWM
156
Beaird Harris Wealth Management
Texas
$29K +$17.8K +500 +200%
DJSG
157
D.J. St. Germain
Massachusetts
$27.1K
AF
158
Allworth Financial
California
$26.2K +$20.2K +569 +522%
CAS
159
Coppell Advisory Solutions
Texas
$22.3K
LF
160
Lee Financial
Texas
$20.3K
CT
161
Cambridge Trust
Massachusetts
$19.4K -$17.8K -500 -50%
GWSG
162
GPS Wealth Strategies Group
Colorado
$18K
LIM
163
Longfellow Investment Management
Massachusetts
$17.6K
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5K
MCA
165
Maryland Capital Advisors
Maryland
$15.5K
TC
166
Truvestments Capital
Florida
$15.5K
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$14.7K +$178 +5 +1%
BAM
168
Bellevue Asset Management
Washington
$12.6K
FFA
169
Frazier Financial Advisors
Ohio
$11.8K +$10.9K +306 New
KFS
170
Kelly Financial Services
Massachusetts
$9.68K
SC
171
Stephens Consulting
Michigan
$9.68K
LWCFA
172
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.52K
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$9K -$4.84K -136 -38%
BCV
174
Banque Cantonale Vaudoise
Switzerland
$8K
JEST
175
JTC Employer Solutions Trustee
Jersey
$8K

IRBT Hedge Fund Activity: Q4 2023 in Review

219 of the 6,862 institutional investors tracked by Wall St. Rank reported a position in iRobot (IRBT) for Q4 2023, worth a combined $864M — down 0.77% from $871M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IRBT positions and 29 closed out — a net gain of 4 holders — while 61 added to existing stakes and 67 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.5M. The largest seller was One Fin Capital Management, exiting entirely with an estimated $13.7M sold.

  • 219 institutional investors held iRobot (IRBT) as of Q4 2023, up from 215 in Q3 2023.
  • Funds reported $864M of iRobot stock for Q4 2023, down 0.77% quarter-over-quarter.
  • 33 funds opened new iRobot positions in Q4 2023 and 29 closed out, a net change of +4 holders.
  • The largest iRobot buyer in Q4 2023 was Morgan Stanley, an estimated $18.5M added.
  • The largest iRobot seller in Q4 2023 was One Fin Capital Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2023.