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Parker-Hannifin

1,634 hedge funds and large institutions have $72.1B invested in Parker-Hannifin in 2024 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 612 increasing their positions, 537 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 83

127% more call options, than puts

Call options by funds: $392M | Put options by funds: $173M

14% more repeat investments, than reductions

Existing positions increased: 612 | Existing positions reduced: 537

8% more capital invested

Capital invested by funds: $66.8B → $72.1B (+$5.29B)

7% more funds holding

Funds holding: 1,5221,634 (+112)

4.43% more ownership

Funds ownership: 82.56%86.99% (+4.4%)

3% more funds holding in top 10

Funds holding in top 10: 3334 (+1)

Holders
1,634
Holders Change
+112
Holders Change %
+7.36%
% of All Funds
21.52%
Holding in Top 10
34
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.03%
% of All Funds
0.45%
New
219
Increased
612
Reduced
537
Closed
83
Calls
$392M
Puts
$173M
Net Calls
+$219M
Net Calls Change
+$246M
Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
1326
Fayez Sarofim & Co
Texas
$232K +$242K +365 New
WF
1327
Wayfinding Financial
Washington
$232K +$242K +366 New
TWM
1328
Trinity Wealth Management
Pennsylvania
$232K -$1.32K -2 -0.5%
OAM
1329
Ostrum Asset Management
France
$230K -$8.61K -13 -3%
ICP
1330
Impact Capital Partners
Colorado
$228K +$237K +358 New
CMBA
1331
C.M. Bidwell & Associates
Hawaii
$227K
OF
1332
Optimize Financial
California
$227K +$236K +357 New
PSFG
1333
Park Square Financial Group
Georgia
$227K +$236K +357 New
AA
1334
Aire Advisors
California
$227K -$23.8K -36 -9%
HWA
1335
Heritage Wealth Advisors
Virginia
$226K +$1.99K +3 +0.9%
CSWG
1336
Cardinal Strategic Wealth Guidance
Kentucky
$226K +$235K +355 New
CP
1337
Canopy Partners
Ohio
$225K -$17.9K -27 -7%
BGC
1338
Beutel, Goodman & Co
Ontario, Canada
$225K
TWP
1339
Tyche Wealth Partners
Texas
$224K -$14.6K -22 -6%
EI
1340
Ellevest Inc
New York
$223K +$12.6K +19 +6%
BMC
1341
Beaton Management Company
Massachusetts
$223K
BMA
1342
Brooks Moore & Associates
Tennessee
$223K
LCM
1343
LVM Capital Management
Michigan
$222K +$231K +349 New
AWA
1344
AGH Wealth Advisors
Kansas
$221K +$230K +348 New
AWG
1345
Altus Wealth Group
Colorado
$220K
LWA
1346
Lineweaver Wealth Advisors
Ohio
$219K +$228K +344 New
FWTB
1347
First Western Trust Bank
Colorado
$219K -$53.6K -81 -19%
IF
1348
IRON Financial
Illinois
$218K +$7.95K +12 +4%
SA
1349
Stewardship Advisors
Pennsylvania
$217K +$226K +341 New
JSL
1350
JT Stratford LLC
Georgia
$216K -$4.63K -7 -2%

PH Hedge Fund Activity: Q4 2024 in Review

1,634 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2024, worth a combined $72.1B — up 7.9% from $66.8B a quarter earlier.

Buyers outnumbered sellers: 219 funds opened new PH positions and 83 closed out — a net gain of 136 holders — while 612 added to existing stakes and 537 trimmed.

The largest buyer was State Street, adding an estimated $2.39B. The largest seller was Fidelity Investments, cutting an estimated $391M.

  • 1,634 institutional investors held Parker-Hannifin (PH) as of Q4 2024, up from 1,522 in Q3 2024.
  • Funds reported $72.1B of Parker-Hannifin stock for Q4 2024, up 7.9% quarter-over-quarter.
  • 219 funds opened new Parker-Hannifin positions in Q4 2024 and 83 closed out, a net change of +136 holders.
  • The largest Parker-Hannifin buyer in Q4 2024 was State Street, an estimated $2.39B added.
  • The largest Parker-Hannifin seller in Q4 2024 was Fidelity Investments, an estimated $391M sold.

Based on aggregated 13F filings for Q4 2024.