Cloudflare
NET
679 hedge funds and large institutions have $20.7B invested in Cloudflare in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 248 increasing their positions, 227 reducing their positions, and 51 closing their positions.
67% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 51
4% more funds holding
Funds holding: 652 → 679 (+27)
9% more repeat investments, than reductions
Existing positions increased: 248 | Existing positions reduced: 227
0.41% less ownership
Funds ownership: 84.68% → 84.26% (-0.41%)
2% less capital invested
Capital invested by funds: $21.1B → $20.7B (-$388M)
20% less call options, than puts
Call options by funds: $628M | Put options by funds: $784M
29% less funds holding in top 10
Funds holding in top 10: 14 → 10 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$145M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$109M |
| 3 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
+$53.8M |
| 4 |
Legal & General Group
London,
United Kingdom
|
+$43.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$43.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$185M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$94.7M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$76M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$75M |
| 5 |
VSAM
Value Star Asset Management
Hong Kong
|
-$26.2M |
NET Hedge Fund Activity: Q3 2024 in Review
679 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Cloudflare (NET) for Q3 2024, worth a combined $20.7B — down 1.8% from $21.1B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new NET positions and 51 closed out — a net gain of 34 holders — while 248 added to existing stakes and 227 trimmed.
The largest buyer was Capital World Investors, adding an estimated $145M. The largest seller was Morgan Stanley, cutting an estimated $185M.
- 679 institutional investors held Cloudflare (NET) as of Q3 2024, up from 652 in Q2 2024.
- Funds reported $20.7B of Cloudflare stock for Q3 2024, down 1.8% quarter-over-quarter.
- 85 funds opened new Cloudflare positions in Q3 2024 and 51 closed out, a net change of +34 holders.
- The largest Cloudflare buyer in Q3 2024 was Capital World Investors, an estimated $145M added.
- The largest Cloudflare seller in Q3 2024 was Morgan Stanley, an estimated $185M sold.
Based on aggregated 13F filings for Q3 2024.