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650 hedge funds and large institutions have $14.9B invested in NetApp in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 215 increasing their positions, 256 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

20% more capital invested

Capital invested by funds: $12.4B → $14.9B (+$2.45B)

9% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 67

0.68% more ownership

Funds ownership: 91.3%91.98% (+0.68%)

0% more funds holding

Funds holding: 648650 (+2)

10% less call options, than puts

Call options by funds: $196M | Put options by funds: $218M

16% less repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 256

Holders
650
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
10.21%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
73
Increased
215
Reduced
256
Closed
67
Calls
$196M
Puts
$218M
Net Calls
-$22.5M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RG
551
Retirement Group
California
$29.6K -$18.4K -273 -41%
EWM
552
Endurance Wealth Management
Rhode Island
$29K +$13.5K +200 +100%
BWA
553
BDO Wealth Advisors
Florida
$28.5K +$878 +13 +4%
DCP
554
Distillate Capital Partners
Illinois
$27.9K +$14.1K +209 +112%
HNB
555
Huntington National Bank
Ohio
$26.7K -$34.5K -511 -59%
GWS
556
Glassman Wealth Services
Virginia
$26K +$1.55K +23 +7%
ANBT
557
American National Bank & Trust
Texas
$25.9K -$270 -4 -1%
PFBT
558
Parkside Financial Bank & Trust
Missouri
$25.1K +$405 +6 +2%
RFA
559
Resurgent Financial Advisors
Georgia
$24.8K -$4.32K -64 -16%
VWM
560
Venturi Wealth Management
Texas
$23.8K
GWM
561
Geneos Wealth Management
Colorado
$22.9K
LWCFA
562
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22.9K
OP
563
ORG Partners
Indiana
$22.6K +$20.1K +297 New
SSG
564
Summit Securities Group
New York
$21K -$9.59K -142 -34%
CAL
565
Capital Advisors Ltd
Ohio
$20K +$16.7K +247 +2,058%
HCP
566
Hexagon Capital Partners
Arkansas
$19.5K +$2.84K +42 +20%
NFSG
567
Newbridge Financial Services Group
Florida
$19.2K +$135 +2 +0.8%
SS
568
Sunbelt Securities
Texas
$19K -$13.2K -196 -44%
CFD
569
Creative Financial Designs
Indiana
$18.7K
HI
570
Harbour Investments
Wisconsin
$16.2K
ST
571
Smithfield Trust
Pennsylvania
$16K
AF
572
Advisornet Financial
Minnesota
$15.8K -$810 -12 -5%
CTA
573
Colonial Trust Advisors
South Carolina
$15.3K
FA
574
Fiduciary Alliance
South Carolina
$15.3K +$13.5K +200 New
WTC
575
WhitTier Trust Company
Nevada
$15.1K

NTAP Hedge Fund Activity: Q2 2023 in Review

650 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NetApp (NTAP) for Q2 2023, worth a combined $14.9B — up 20% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new NTAP positions and 67 closed out — a net gain of 6 holders — while 215 added to existing stakes and 256 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $174M. The largest seller was Wellington Management Group, cutting an estimated $154M.

  • 650 institutional investors held NetApp (NTAP) as of Q2 2023, up from 648 in Q1 2023.
  • Funds reported $14.9B of NetApp stock for Q2 2023, up 20% quarter-over-quarter.
  • 73 funds opened new NetApp positions in Q2 2023 and 67 closed out, a net change of +6 holders.
  • The largest NetApp buyer in Q2 2023 was First Trust Advisors, an estimated $174M added.
  • The largest NetApp seller in Q2 2023 was Wellington Management Group, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2023.