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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
CAM
401
Cresset Asset Management
Illinois
-$217K -2,334 Closed
DWM
402
Dakota Wealth Management
Florida
-$208K -2,237 Closed
GRP
403
Global Retirement Partners
California
-$111K -1,188 Closed
CFM
404
Catalyst Funds Management
Australia
-$55.9K -600 Closed
PTC
405
Private Trust Company
Ohio
-$23.8K -256 Closed
WT
406
Whittier Trust
California
-$20.3K -218 Closed
CIBC Private Wealth Group
407
CIBC Private Wealth Group
Georgia
-$18.6K -200 Closed
FLPIM
408
F.L. Putnam Investment Management
Massachusetts
-$75.3K -175 Closed
AAP
409
Arax Advisory Partners
Colorado
-$15.2K -163 Closed
CP
410
Castleview Partners
Texas
-$15K -161 Closed
AA
411
Ancora Advisors
Ohio
-$9.32K -100 Closed
PGAM
412
Princeton Global Asset Management
New Jersey
-$8.66K -93 Closed
JIP
413
Jaffetilchin Investment Partners
Florida
-$7.32K -79 Closed
QC
414
Quent Capital
New York
-$5.31K -57 Closed
TWD
415
True Wealth Design
Ohio
-$4.84K -52 Closed
GJWM
416
Gilliland Jeter Wealth Management
Arkansas
-$3.17K -34 Closed
PG
417
Proffitt & Goodson
Tennessee
-$2.79K -30 Closed
PWMG
418
Private Wealth Management Group
New Jersey
-$2.33K -25 Closed
TFGT
419
TS Financial Group (TSFG)
Illinois
-$2K -25 Closed
CPA
420
Capital Performance Advisors
California
-$2.05K -22 Closed
SS
421
Sunbelt Securities
Texas
-$1.86K -20 Closed
ATS
422
Ashton Thomas Securities
New York
-$1.77K -19 Closed
HBW
423
Hazlett, Burt & Watson
West Virginia
-$2K -19 Closed
CAL
424
Capital Analysts LLC
Pennsylvania
-$1K -10 Closed
MA
425
Montag & Associates
Georgia
-$932 -10 Closed

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.