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Palantir
PLTR

Overview Fund Activity

876 hedge funds and large institutions have $11.3B invested in Palantir in 2023 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 337 increasing their positions, 239 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
876
Holders Change
+70
Holders Change %
+8.68%
% of All Funds
13.82%
Holding in Top 10
27
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+107.69%
% of All Funds
0.43%
New
147
Increased
337
Reduced
239
Closed
72
Calls
$1.29B
Puts
$1.15B
Net Calls
+$133M
Net Calls Change
+$16.3M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$455M
2
SI
2
Scout Investments
Missouri
$199M
3
AIM
3
ARK Investment Management
Florida
$105M
4
Morgan Stanley
4
Morgan Stanley
New York
$275M
5
American Century Companies
5
American Century Companies
Missouri
$96.3M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$42.2M
2
CIP
2
Champlain Investment Partners
Vermont
$0
3
PCM
3
Primavera Capital Management
Cayman Islands
$68.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$174K
5
Wells Fargo
5
Wells Fargo
California
$38M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFP
651
Leeward Financial Partners
Washington
$159K +$4.6K +300 +3%
GWSG
652
GPS Wealth Strategies Group
Colorado
$159K -$1.76K -115 -1%
FFA
653
Fragasso Financial Advisors
Pennsylvania
$159K +$159K +10,370 New
GFA
654
Gallagher Fiduciary Advisors
Illinois
$158K +$158K +10,300 New
NW
655
NewEdge Wealth
Pennsylvania
$158K +$158K +10,300 New
MTWM
656
Masso Torrence Wealth Management
New Jersey
$157K +$157K +10,265 New
LNWWM
657
Laird Norton Wetherby Wealth Management
California
$157K +$157K +10,254 New
CG
658
Colony Group
Massachusetts
$157K – – –
Bessemer Group
659
Bessemer Group
New Jersey
$156K +$144K +9,333 +1,149%
VIA
660
Vident Investment Advisory
Georgia
$156K +$156K +10,164 New
BLAM
661
Bourne Lent Asset Management
New York
$155K +$155K +10,100 New
HFS
662
Howard Financial Services
Texas
$154K – – –
SSA
663
South Street Advisors
New York
$153K – – –
UW
664
Unique Wealth
Florida
$153K – – –
CI
665
CAZ Investments
Texas
$153K -$76.5K -5,000 -33%
HCP
666
Hexagon Capital Partners
Arkansas
$151K +$19.7K +1,285 +15%
LOIM
667
Liberty One Investment Management
Illinois
$148K -$62.2K -4,058 -30%
IIC
668
Integrated Investment Consultants
Michigan
$132K – – –
CA
669
Clearstead Advisors
Ohio
$122K -$61.8K -4,030 -34%
GRP
670
Global Retirement Partners
California
$113K -$9.96K -650 -8%
IWP
671
Icon Wealth Partners
Texas
$110K +$110K +7,163 New
AF
672
Allworth Financial
California
$101K -$19K -1,239 -16%
SAM
673
S.A. Mason
Michigan
$100K – – –
AF
674
Advisornet Financial
Minnesota
$91.2K +$1.47K +96 +2%
BCM
675
Blume Capital Management
California
$89K -$23K -1,500 -21%
25 26
27
28 29