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Overview Fund Activity

2,595 hedge funds and large institutions have $168B invested in PayPal in 2021 Q4 according to their latest regulatory filings, with 394 funds opening new positions, 1,189 increasing their positions, 810 reducing their positions, and 279 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,595
Holders Change
+79
Holders Change %
+3.14%
% of All Funds
40.08%
Holding in Top 10
120
Holding in Top 10 Change
-138
Holding in Top 10 Change %
-53.49%
% of All Funds
1.85%
New
394
Increased
1,189
Reduced
810
Closed
279
Calls
$7.96B
Puts
$10.3B
Net Calls
-$2.36B
Net Calls Change
+$289M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.19B
2
Edgewood Management
Edgewood Management
Connecticut
+$856M
3
BI
BlueSpruce Investments
Illinois
+$552M
4
Morgan Stanley
Morgan Stanley
New York
+$531M
5
ClearBridge Investments
ClearBridge Investments
New York
+$499M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$2.57B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.5B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.74B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.01B
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$964M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAAG
2001
Wealth Alliance Advisory Group
Kansas
$429K +$160K +848 +59%
LCS
2002
Levin Capital Strategies
New York
$429K +$188K +1,000 +78%
FL
2003
Fort LP
Maryland
$428K -$440K -2,334 -51%
BC
2004
Burney Company
Virginia
$428K -$9.61K -51 -2%
CI
2005
Chartist Inc
California
$426K +$81.7K +433 +24%
PW
2006
Peninsula Wealth
California
$425K +$425K +2,255 New
FAG
2007
Fortitude Advisory Group
Washington
$422K +$422K +2,239 New
PBO
2008
Peoples Bank (Ohio)
Ohio
$419K +$51.8K +275 +14%
IAP
2009
Indie Asset Partners
Indiana
$417K -$17K -90 -4%
BMC
2010
Beaton Management Company
Massachusetts
$415K – – –
SWA
2011
Sutton Wealth Advisors
Florida
$415K -$6.22K -33 -1%
VIM
2012
VELA Investment Management
Ohio
$412K +$412K +2,186 New
MWA
2013
Moser Wealth Advisors
Washington
$411K +$14.2K +75 +4%
WA
2014
Wealth Architects
California
$411K +$48.6K +258 +13%
WFA
2015
Wellspring Financial Advisors
Ohio
$409K +$11.9K +63 +3%
CWP
2016
Concord Wealth Partners
Virginia
$407K +$279K +1,476 +217%
PFBT
2017
Parkside Financial Bank & Trust
Missouri
$406K -$4.15K -22 -1%
OA
2018
Operose Advisors
Wisconsin
$406K +$406K +2,154 New
NB
2019
Northwest Bancshares
Pennsylvania
$405K -$62.2K -330 -13%
VC
2020
Veracity Capital
Georgia
$404K -$82.1K -435 -17%
SIC
2021
Samalin Investment Counsel
New York
$403K +$121K +644 +43%
AIM
2022
Axiom Investment Management
New York
$403K +$258K +1,385 +177%
RT
2023
Rockland Trust
Massachusetts
$402K +$10.4K +55 +3%
GWANC
2024
Guardian Wealth Advisors (North Carolina)
North Carolina
$399K +$399K +2,118 New
OWA
2025
Opal Wealth Advisors
New York
$398K +$200K +1,061 +101%
79 80
81
82 83