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MGRM

Monogram Orthopaedics

Delisted

MGRM was delisted on the 6th of October, 2025.

29 hedge funds and large institutions have $974K invested in Monogram Orthopaedics in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

94% more capital invested

Capital invested by funds: $502K → $974K (+$473K)

16% more funds holding

Funds holding: 2529 (+4)

0.81% more ownership

Funds ownership: 0.47%1.28% (+0.81%)

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
1
Focus Partners Advisor Solutions
Missouri
$491K +$594K +201,350 New
PWM
2
Prosperity Wealth Management
California
$83.9K +$101K +34,400 New
NHFG
3
New Harbor Financial Group
Massachusetts
$71.6K
Geode Capital Management
4
Geode Capital Management
Massachusetts
$37.5K
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$37K +$45.2K +15,318 New
Millennium Management
6
Millennium Management
New York
$35.8K +$4.04K +1,372 +10%
VF
7
Virtu Financial
New York
$32K +$38.5K +13,069 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$29.4K +$4.7K +1,594 +15%
OIA
9
OneDigital Investment Advisors
Kansas
$26K
Morgan Stanley
10
Morgan Stanley
New York
$21.7K +$377 +128 +1%
JP Morgan Chase
11
JP Morgan Chase
New York
$18.4K +$21.4K +7,262 +2,539%
UBS Group
12
UBS Group
Switzerland
$15.9K +$18.3K +6,207 +2,069%
Wells Fargo
13
Wells Fargo
California
$14.6K -$1.47K -500 -8%
BlackRock
14
BlackRock
New York
$11.6K -$2.15K -728 -13%
TRCT
15
Tower Research Capital (TRC)
New York
$11K +$13.3K +4,523 New
Osaic Holdings
16
Osaic Holdings
Arizona
$9.15K +$3.54K +1,200 +47%
NA
17
NewEdge Advisors
Louisiana
$5.13K +$2.08K +706 +51%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$4K
Bank of America
19
Bank of America
North Carolina
$3.85K +$478 +162 +11%
JPWM
20
Jamison Private Wealth Management
Georgia
$3.41K
SS
21
Sunbelt Securities
Texas
$3.41K
CSWM
22
Cassady Schiller Wealth Management
Ohio
$2.44K +$2.95K +1,000 New
MA
23
MCF Advisors
Kentucky
$1.59K
HI
24
Harbour Investments
Wisconsin
$1.22K
TFA
25
Toth Financial Advisory
Virginia
$1.22K