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353 hedge funds and large institutions have $4.26B invested in Maximus in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 135 increasing their positions, 116 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

27% more call options, than puts

Call options by funds: $732K | Put options by funds: $575K

16% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 116

2.57% less ownership

Funds ownership: 97.28%94.71% (-2.6%)

5% less funds holding

Funds holding: 371353 (-18)

17% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 78

22% less capital invested

Capital invested by funds: $5.45B → $4.26B (-$1.19B)

Holders
353
Holders Change
-18
Holders Change %
-4.85%
% of All Funds
4.65%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
65
Increased
135
Reduced
116
Closed
78
Calls
$732K
Puts
$575K
Net Calls
+$157K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
326
Annis Gardner Whiting Capital Advisors
Florida
$2.76K -$1.3K -16 -30%
FMII
327
Farmers & Merchants Investments Inc
Nebraska
$1.79K
DJSG
328
D.J. St. Germain
Massachusetts
$1.57K
HNW
329
High Note Wealth
Minnesota
$1.57K +$1.71K +21 New
BIG
330
Brooklyn Investment Group
New York
$1.34K
HWM
331
Hemington Wealth Management
Virginia
$1K
PMAM
332
Picton Mahoney Asset Management
Ontario, Canada
$1K
RCM
333
Raleigh Capital Management
North Carolina
$990 +$1.06K +13 New
HNB
334
Huntington National Bank
Ohio
$896 -$8.32K -102 -89%
SIC
335
SJS Investment Consulting
Ohio
$822 -$816 -10 -48%
DPW
336
DiNuzzo Private Wealth
Pennsylvania
$822 -$163 -2 -15%
GEA
337
Glen Eagle Advisors
New Jersey
$755
RTC
338
Riverview Trust Company
Washington
$747 +$816 +10 New
CAS
339
Coppell Advisory Solutions
Texas
$742 +$816 +10 New
AssetMark Inc
340
AssetMark Inc
California
$739 +$245 +3 +43%
PWA
341
Physician Wealth Advisors
Utah
$672 +$734 +9 New
LCM
342
Logan Capital Management
Pennsylvania
$597 +$653 +8 New
NA
343
NewEdge Advisors
Louisiana
$299
CIAM
344
Caitong International Asset Management
Hong Kong
$224 +$245 +3 New
CA
345
Clearstead Advisors
Ohio
$224 +$245 +3 New
GFPC
346
Global Financial Private Client
Florida
$224 +$245 +3 New
S
347
Sachetta
Massachusetts
$224 +$245 +3 New
VCM
348
Versant Capital Management
Arizona
$149
PWM
349
Parkworth Wealth Management
California
$149 +$163 +2 New
NS
350
NBC Securities
Alabama
$85 -$93.7K -1,149 -100%

MMS Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Maximus (MMS) for Q4 2024, worth a combined $4.26B — down 22% from $5.45B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of MMS and 65 opened new positions — a net loss of 13 holders — while 116 trimmed existing stakes and 135 added.

The largest buyer was SG Capital Management, opening a new position worth an estimated $33.1M. The largest seller was BlackRock, cutting an estimated $95.6M.

  • 353 institutional investors held Maximus (MMS) as of Q4 2024, down from 371 in Q3 2024.
  • Funds reported $4.26B of Maximus stock for Q4 2024, down 22% quarter-over-quarter.
  • 65 funds opened new Maximus positions in Q4 2024 and 78 closed out, a net change of -13 holders.
  • The largest Maximus buyer in Q4 2024 was SG Capital Management, an estimated $33.1M added.
  • The largest Maximus seller in Q4 2024 was BlackRock, an estimated $95.6M sold.

Based on aggregated 13F filings for Q4 2024.