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
Fifth Third Bancorp
351
Fifth Third Bancorp
Ohio
$138K -$12.3K -117 -7%
Lazard Asset Management
352
Lazard Asset Management
New York
$124K -$10.2K -97 -7%
ARMT
353
Amica Retiree Medical Trust
Rhode Island
$124K
Jones Financial Companies
354
Jones Financial Companies
Missouri
$122K +$94K +898 +234%
SWA
355
SOA Wealth Advisors
New York
$121K -$13.1K -125 -9%
VWM
356
Venturi Wealth Management
Texas
$119K +$26.1K +249 +25%
BCA
357
Bray Capital Advisors
Florida
$114K
WT
358
Washington Trust
Rhode Island
$95.1K
BF
359
BOK Financial
Oklahoma
$89.6K
CI Investments Inc
360
CI Investments Inc
Ontario, Canada
$86K +$26.2K +250 +38%
PS
361
Principal Securities
Iowa
$85.2K -$838 -8 -0.9%
RFA
362
Reyes Financial Architecture
California
$72.3K +$79.6K +760 New
Bessemer Group
363
Bessemer Group
New Jersey
$71K +$40.1K +383 +106%
AAP
364
Arax Advisory Partners
Colorado
$70.4K -$9.01K -86 -10%
HT
365
Headlands Technologies
Illinois
$61.4K -$56.2K -537 -45%
EP
366
Elkhorn Partners
Nebraska
$57K
GI
367
GAMMA Investing
California
$56.6K -$16.1K -154 -21%
Nomura Asset Management
368
Nomura Asset Management
Japan
$53.2K
FFA
369
Farther Finance Advisors
California
$47.6K +$34.5K +329 +191%
VCM
370
Versant Capital Management
Arizona
$47.2K +$524 +5 +1%
Kayne Anderson Rudnick Investment Management
371
Kayne Anderson Rudnick Investment Management
California
$45.1K
CIAM
372
Caitong International Asset Management
Hong Kong
$44.5K +$49K +468 New
CTC
373
Central Trust Company
Missouri
$44.4K +$838 +8 +2%
BOJHT
374
Bank of Jackson Hole Trust
Wyoming
$43.5K +$48K +458 New
GWM
375
Geneos Wealth Management
Colorado
$41.9K

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.