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Monolithic Power Systems

862 hedge funds and large institutions have $27.6B invested in Monolithic Power Systems in 2024 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 321 increasing their positions, 291 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 291

0.16% more ownership

Funds ownership: 95.25%95.41% (+0.16%)

4% less first-time investments, than exits

New positions opened: 152 | Existing positions closed: 158

2% less funds holding

Funds holding: 881862 (-19)

36% less capital invested

Capital invested by funds: $42.8B → $27.6B (-$15.2B)

46% less call options, than puts

Call options by funds: $330M | Put options by funds: $615M

53% less funds holding in top 10

Funds holding in top 10: 157 (-8)

Holders
862
Holders Change
-19
Holders Change %
-2.16%
% of All Funds
11.35%
Holding in Top 10
7
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-53.33%
% of All Funds
0.09%
New
152
Increased
321
Reduced
291
Closed
158
Calls
$330M
Puts
$615M
Net Calls
-$285M
Net Calls Change
-$204M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
826
Kozak & Associates
Colorado
$2.49K
NC
827
NewSquare Capital
Pennsylvania
$2.37K +$2.9K +4 New
WCM
828
WealthTrak Capital Management
Virginia
$2.37K +$2.9K +4 New
AW
829
Avion Wealth
Texas
$2K -$5.07K -7 -58%
CPG
830
Cornerstone Planning Group
New Jersey
$1.8K +$2.17K +3 New
MA
831
MCF Advisors
Kentucky
$1.78K -$724 -1 -25%
AFG
832
Albion Financial Group
Utah
$1.78K
AT
833
Avalon Trust
New Mexico
$1.78K +$2.17K +3 New
W
834
WealthCollab
Washington
$1.78K +$2.17K +3 New
CFD
835
Creative Financial Designs
Indiana
$1.77K -$10.1K -14 -82%
FNWA
836
Financial Network Wealth Advisors
Utah
$1.77K -$8.69K -12 -80%
LIM
837
Longfellow Investment Management
Massachusetts
$1.77K
CSWM
838
Cassady Schiller Wealth Management
Ohio
$1.77K +$2.17K +3 New
CBT
839
Crews Bank & Trust
Florida
$1.77K +$2.17K +3 New
CWM
840
Cranbrook Wealth Management
Michigan
$1.3K +$1.45K +2 New
DPW
841
DiNuzzo Private Wealth
Pennsylvania
$1.18K -$2.17K -3 -60%
TFM
842
TFC Financial Management
Massachusetts
$1.18K
TCA
843
Trifecta Capital Advisors
Illinois
$1.18K
DJSG
844
D.J. St. Germain
Massachusetts
$1.18K
HWP
845
Highline Wealth Partners
California
$1.18K
HFS
846
Horizon Financial Services
North Carolina
$1.18K
AA
847
Ancora Advisors
Ohio
$1.18K +$1.45K +2 New
HNW
848
High Note Wealth
Minnesota
$1.18K +$1.45K +2 New
CAL
849
Capital Advisors Ltd
Ohio
$1K -$1.45K -2 -50%
CWC
850
Carolinas Wealth Consulting
North Carolina
$593 -$1.45K -2 -67%