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SAP
SAP

Overview Fund Activity

847 hedge funds and large institutions have $17.6B invested in SAP in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 295 increasing their positions, 278 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
+61
Holders Change %
+7.76%
% of All Funds
11.27%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
144
Increased
295
Reduced
278
Closed
68
Calls
$359M
Puts
$432M
Net Calls
-$73.2M
Net Calls Change
+$76.6M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
+$290M
2
TD Asset Management
TD Asset Management
Ontario, Canada
+$219M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$196M
4
Northern Trust
Northern Trust
Illinois
+$173M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$164M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$213M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$159M
3
HL
Harding Loevner
New Jersey
-$147M
4
Goldman Sachs
Goldman Sachs
New York
-$118M
5
ClearBridge Investments
ClearBridge Investments
New York
-$72.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
401
EP Wealth Advisors
California
$674K +$145K +590 +27%
PWM
402
Perigon Wealth Management
California
$672K +$26.7K +102 +4%
VFA
403
Valeo Financial Advisors
Indiana
$671K +$44.3K +180 +7%
TAM
404
Tocqueville Asset Management
New York
$671K -$2.96K -12 -0.4%
GFP
405
Gryphon Financial Partners
Ohio
$661K – – –
SPIA
406
Steward Partners Investment Advisory
New York
$660K +$410K +1,667 +164%
DI
407
Diligent Investors
California
$657K +$657K +2,668 New
TW
408
Traveka Wealth
California
$656K +$24.4K +99 +4%
EWA
409
EverSource Wealth Advisors
Alabama
$656K +$310K +1,261 +90%
MFG
410
Merit Financial Group
Georgia
$654K +$654K +2,658 New
CWM
411
Circle Wealth Management
New Jersey
$653K +$28.3K +115 +5%
FTA
412
Financial & Tax Architects
Missouri
$648K -$6.65K -27 -1%
BJL
413
Brighton Jones LLC
Washington
$648K +$309K +1,255 +91%
RBFC
414
Roman Butler Fullerton & Co
Missouri
$646K +$51K +185 +9%
CB
415
Commerce Bank
Missouri
$642K -$2.22K -9 -0.3%
CTC
416
Cetera Trust Company
Minnesota
$639K -$24.6K -100 -4%
DADC
417
D.A. Davidson & Co
Montana
$633K +$315K +1,279 +99%
HCP
418
Hexagon Capital Partners
Arkansas
$630K +$31K +126 +5%
RCAG
419
Rehmann Capital Advisory Group
Michigan
$620K +$89.6K +364 +17%
LCWP
420
Legacy Capital Wealth Partners
Arkansas
$617K +$43.3K +176 +8%
WI
421
WrapManager Inc
California
$608K -$61.8K -251 -9%
EARNEST Partners
422
EARNEST Partners
Georgia
$604K -$68.2K -277 -10%
CFG
423
Certior Financial Group
Pennsylvania
$599K +$599K +2,431 New
PI
424
PFG Investments
New York
$590K -$1.23K -5 -0.2%
CIBC Private Wealth Group
425
CIBC Private Wealth Group
Georgia
$590K -$13.7K -54 -2%
15 16
17
18 19