We are live on ! Find out more

477 hedge funds and large institutions have $5.69B invested in Oshkosh in 2024 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 154 increasing their positions, 179 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

0.14% less ownership

Funds ownership: 92.15%92.01% (-0.14%)

10% less call options, than puts

Call options by funds: $12.4M | Put options by funds: $13.8M

3% less funds holding

Funds holding: 494477 (-17)

5% less capital invested

Capital invested by funds: $6.01B → $5.69B (-$319M)

12% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 81

14% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 179

Holders
477
Holders Change
-17
Holders Change %
-3.44%
% of All Funds
6.28%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
71
Increased
154
Reduced
179
Closed
81
Calls
$12.4M
Puts
$13.8M
Net Calls
-$1.35M
Net Calls Change
+$3.15M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
326
Shelton Capital Management
Colorado
$244K
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$244K +$38.9K +371 +17%
Kovitz Investment Group Partners
328
Kovitz Investment Group Partners
Illinois
$242K -$51.5K -492 -16%
NP
329
NorthRock Partners
Minnesota
$242K -$23.7K -226 -8%
FFM
330
Forum Financial Management
Illinois
$237K +$261K +2,488 New
VAM
331
Verity Asset Management
North Carolina
$234K +$258K +2,463 New
AAS
332
Avantax Advisory Services
Texas
$233K -$238K -2,272 -48%
RIL
333
Rothschild Investment LLC
Illinois
$225K +$38.1K +364 +18%
CWS
334
Confluence Wealth Services
Pennsylvania
$223K
ABC
335
Associated Banc-Corp
Wisconsin
$220K
ECM
336
EMC Capital Management
Texas
$218K -$392K -3,739 -62%
MML Investors Services
337
MML Investors Services
Massachusetts
$216K -$5.97K -57 -2%
QC
338
Quadrature Capital
United Kingdom
$215K -$1.25M -11,890 -84%
FFG
339
Fortress Financial Group
Minnesota
$206K +$226K +2,162 New
MCM
340
Manchester Capital Management
Vermont
$204K +$22.4K +214 +11%
IC
341
Innealta Capital
Texas
$204K -$314 -3 -0.1%
EA
342
Everpar Advisors
Oklahoma
$202K -$14.1K -135 -6%
NWWA
343
New Wave Wealth Advisors
Arkansas
$179K +$197K +1,884 New
PWS
344
Peterson Wealth Services
Utah
$171K +$1.89K +18 +1%
LI
345
LRI Investments
Florida
$166K +$52.5K +501 +40%
SAM
346
Smartleaf Asset Management
Massachusetts
$146K +$145K +1,380 +817%
RS
347
R Squared
Hong Kong
$142K +$156K +1,490 New
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$140K +$4.4K +42 +3%
OC
349
Oarsman Capital
Wisconsin
$139K -$7.33K -70 -5%
QCG
350
Quadrant Capital Group
Ohio
$138K +$1.57K +15 +1%

OSK Hedge Fund Activity: Q4 2024 in Review

477 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2024, worth a combined $5.69B — down 5.3% from $6.01B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of OSK and 71 opened new positions — a net loss of 10 holders — while 179 trimmed existing stakes and 154 added.

The largest buyer was American Century Companies, adding an estimated $40.2M. The largest seller was BlackRock, cutting an estimated $107M.

  • 477 institutional investors held Oshkosh (OSK) as of Q4 2024, down from 494 in Q3 2024.
  • Funds reported $5.69B of Oshkosh stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 71 funds opened new Oshkosh positions in Q4 2024 and 81 closed out, a net change of -10 holders.
  • The largest Oshkosh buyer in Q4 2024 was American Century Companies, an estimated $40.2M added.
  • The largest Oshkosh seller in Q4 2024 was BlackRock, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2024.