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NetApp
NTAP

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: 2 → 4 (+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: 648 → 650 (+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

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$174M
2
Holocene Advisors
Holocene Advisors
New York
+$108M
3
Capital International Investors
Capital International Investors
California
+$105M
4
Citadel Advisors
Citadel Advisors
Florida
+$53.8M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$52.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$154M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$74.8M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$73.3M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$52.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$47.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
601
JFS Wealth Advisors
Pennsylvania
$6.19K -$540 -8 -9%
BWL
602
Bogart Wealth LLC
Virginia
$6.11K – – –
SWA
603
Sutton Wealth Advisors
Florida
$5.81K – – –
BIA
604
Bell Investment Advisors
California
$5.58K +$203 +3 +4%
PWMG
605
Prestige Wealth Management Group
New Jersey
$5.35K -$2.84K -42 -38%
CMBA
606
C.M. Bidwell & Associates
Hawaii
$5.35K – – –
LSA
607
Leonteq Securities AG
Switzerland
$5.27K -$473 -7 -9%
HIA
608
Harbor Investment Advisory
Maryland
$5.04K – – –
AWM
609
Abound Wealth Management
Tennessee
$4.36K +$2.7K +40 +235%
GI
610
Gradient Investments
Minnesota
$4.36K +$3.78K +56 +5,600%
WWP
611
WR Wealth Planners
Missouri
$4.28K – – –
Loomis, Sayles & Company
612
Loomis, Sayles & Company
Massachusetts
$4K -$9.59K -142 -75%
BAM
613
Bellevue Asset Management
Washington
$3.82K – – –
BWM
614
Baystate Wealth Management
Massachusetts
$3.54K +$68 +1 +2%
JWM
615
Janiczek Wealth Management
Colorado
$3.29K – – –
SN
616
Sittner & Nelson
Oregon
$3.21K – – –
VNA
617
Valley National Advisers
Pennsylvania
$3K +$1.35K +20 +125%
FCAG
618
First Capital Advisors Group
New Jersey
$2.98K +$2.63K +39 New
OSNBOA
619
Old Second National Bank of Aurora
Illinois
$2.67K – – –
CFO
620
CVA Family Office
Colorado
$2.67K +$338 +5 +17%
MA
621
MCF Advisors
Kentucky
$2.44K – – –
MCM
622
Manchester Capital Management
Vermont
$2.22K +$1.96K +29 New
AP
623
Arlington Partners
Alabama
$2.06K – – –
SIC
624
SJS Investment Consulting
Ohio
$2.06K +$68 +1 +4%
TAIM
625
TD Ameritrade Investment Management
Nebraska
$2K -$1.08K -16 -35%
23 24
25
26 27

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.