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Ispire Technology

43 hedge funds and large institutions have $26.3M invested in Ispire Technology in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 5

145% more call options, than puts

Call options by funds: $252K | Put options by funds: $103K

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 4243 (+1)

0.6% more ownership

Funds ownership: 8.64%9.24% (+0.6%)

13% less capital invested

Capital invested by funds: $30.4M → $26.3M (-$4.02M)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
20
Reduced
5
Closed
6
Calls
$252K
Puts
$103K
Net Calls
+$149K
Net Calls Change
-$47K
Name Holding Trade Value Shares
Change
Change in
Stake
YRHAM
1
Yong Rong (HK) Asset Management
Hong Kong
$7.64M
BlackRock
2
BlackRock
New York
$6.62M +$47.1K +7,681 +0.6%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$2.34M +$82.1K +13,397 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.2M +$13.4K +2,185 +0.5%
Mirae Asset Global ETFs Holdings
5
Mirae Asset Global ETFs Holdings
Hong Kong
$1.45M +$544K +88,842 +45%
State Street
6
State Street
Massachusetts
$1.36M +$391K +63,782 +31%
Northern Trust
7
Northern Trust
Illinois
$864K +$53.3K +8,704 +5%
UBS Group
8
UBS Group
Switzerland
$763K +$868K +141,642 +1,418%
AI
9
AdvisorShares Investments
Maryland
$523K -$355K -57,855 -36%
Morgan Stanley
10
Morgan Stanley
New York
$394K +$84.3K +13,750 +21%
JP Morgan Chase
11
JP Morgan Chase
New York
$354K +$290K +47,402 +206%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$282K +$46.5K +7,591 +16%
Goldman Sachs
13
Goldman Sachs
New York
$239K +$110K +17,913 +61%
Charles Schwab
14
Charles Schwab
California
$234K
Barclays
15
Barclays
United Kingdom
$153K +$18.3K +2,990 +11%
N
16
Nuveen
North Carolina
$123K
Bank of America
17
Bank of America
North Carolina
$96.4K +$30.6K +4,997 +35%
SPA
18
Sherbrooke Park Advisers
New York
$84.6K -$9.82K -1,603 -9%
Citigroup
19
Citigroup
New York
$77.3K +$9.3K +1,518 +11%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$69.6K +$1.72K +281 +2%
IIM
21
INTECH Investment Management
Florida
$60K +$73.1K +11,933 New
SG Americas Securities
22
SG Americas Securities
New York
$54K +$66.4K +10,833 New
AllianceBernstein
23
AllianceBernstein
Tennessee
$53.4K
CF
24
Corebridge Financial
Texas
$48K -$4.42K -721 -7%
Deutsche Bank
25
Deutsche Bank
Germany
$48K

ISPR Hedge Fund Activity: Q4 2024 in Review

43 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ispire Technology (ISPR) for Q4 2024, worth a combined $26.3M — down 13% from $30.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ISPR positions and 6 closed out — a net gain of 1 holder — while 20 added to existing stakes and 5 trimmed.

The largest buyer was UBS Group, adding an estimated $868K. The largest seller was AdvisorShares Investments, cutting an estimated $355K.

  • 43 institutional investors held Ispire Technology (ISPR) as of Q4 2024, up from 42 in Q3 2024.
  • Funds reported $26.3M of Ispire Technology stock for Q4 2024, down 13% quarter-over-quarter.
  • 7 funds opened new Ispire Technology positions in Q4 2024 and 6 closed out, a net change of +1 holder.
  • The largest Ispire Technology buyer in Q4 2024 was UBS Group, an estimated $868K added.
  • The largest Ispire Technology seller in Q4 2024 was AdvisorShares Investments, an estimated $355K sold.

Based on aggregated 13F filings for Q4 2024.