Cloudflare
NET
771 hedge funds and large institutions have $28.4B invested in Cloudflare in 2024 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 254 increasing their positions, 241 reducing their positions, and 63 closing their positions.
163% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 63
90% more funds holding in top 10
Funds holding in top 10: 10 → 19 (+9)
37% more capital invested
Capital invested by funds: $20.7B → $28.4B (+$7.69B)
14% more funds holding
Funds holding: 679 → 771 (+92)
2.02% more ownership
Funds ownership: 84.26% → 86.28% (+2%)
5% more repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 241
22% less call options, than puts
Call options by funds: $878M | Put options by funds: $1.13B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$188M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$157M |
| 3 |
Sands Capital Management
Arlington,
Virginia
|
+$139M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$137M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$128M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$124M |
| 3 |
Two Sigma Advisers
New York
|
-$80.7M |
| 4 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
-$64.7M |
| 5 |
Two Sigma Investments
New York
|
-$63.6M |
NET Hedge Fund Activity: Q4 2024 in Review
771 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Cloudflare (NET) for Q4 2024, worth a combined $28.4B — up 37% from $20.7B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new NET positions and 63 closed out — a net gain of 103 holders — while 254 added to existing stakes and 241 trimmed.
The largest buyer was BlackRock, adding an estimated $188M. The largest seller was Morgan Stanley, cutting an estimated $128M.
- 771 institutional investors held Cloudflare (NET) as of Q4 2024, up from 679 in Q3 2024.
- Funds reported $28.4B of Cloudflare stock for Q4 2024, up 37% quarter-over-quarter.
- 166 funds opened new Cloudflare positions in Q4 2024 and 63 closed out, a net change of +103 holders.
- The largest Cloudflare buyer in Q4 2024 was BlackRock, an estimated $188M added.
- The largest Cloudflare seller in Q4 2024 was Morgan Stanley, an estimated $128M sold.
Based on aggregated 13F filings for Q4 2024.