SAP icon

SAP
SAP

Overview Fund Activity

875 hedge funds and large institutions have $19.7B invested in SAP in 2025 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 287 increasing their positions, 337 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
+28
Holders Change %
+3.31%
% of All Funds
11.89%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
125
Increased
287
Reduced
337
Closed
75
Calls
$242M
Puts
$349M
Net Calls
-$107M
Net Calls Change
-$34.3M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$2.11B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$232M
3
Bank of America
Bank of America
North Carolina
+$97.1M
4
Morgan Stanley
Morgan Stanley
New York
+$92.8M
5
Marshall Wace
Marshall Wace
United Kingdom
+$91M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$785M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$345M
3
ClearBridge Investments
ClearBridge Investments
New York
-$219M
4
Polen Capital Management
Polen Capital Management
Florida
-$123M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBFC
451
Roman Butler Fullerton & Co
Missouri
$630K +$15.7K +60 +3%
LC
452
Lindbrook Capital
California
$617K +$30.6K +114 +5%
WIA
453
World Investment Advisors
California
$617K +$144K +537 +30%
PHIC
454
Pine Haven Investment Counsel
Massachusetts
$613K – – –
SW
455
Simplicity Wealth
New Jersey
$612K -$141K -524 -19%
SAM
456
S.A. Mason
Michigan
$610K – – –
WWM
457
Wolff Wiese Magana
California
$605K +$605K +2,254 New
DAS
458
Dynamic Advisor Solutions
Arizona
$603K +$603K +2,246 New
SI
459
Seeds Investor
New York
$597K -$28.5K -106 -5%
Jones Financial Companies
460
Jones Financial Companies
Missouri
$592K +$172K +641 +41%
SMA
461
Seven Mile Advisory
New Jersey
$592K +$14.5K +54 +3%
AC
462
Avestar Capital
New York
$592K +$9.66K +36 +2%
EWA
463
EverSource Wealth Advisors
Alabama
$590K -$125K -465 -17%
S
464
Sunpointe
Missouri
$588K -$52.1K -194 -8%
PA
465
Prossimo Advisors
California
$586K – – –
BAM
466
Blueshift Asset Management
New Jersey
$583K +$583K +2,173 New
MHC
467
May Hill Capital
Massachusetts
$580K +$170K +632 +41%
DWM
468
Drive Wealth Management
Utah
$569K -$13.2K -49 -2%
BBVA
469
Banco Bilbao Vizcaya Argentaria
Spain
$565K +$565K +2,108 New
WWM
470
Western Wealth Management
Colorado
$557K -$35.2K -131 -6%
LCM
471
LCM Capital Management
Illinois
$557K +$10.5K +39 +2%
NFG
472
Nations Financial Group
Iowa
$551K -$13.2K -49 -2%
SMA
473
Sage Mountain Advisors
Georgia
$549K -$47K -175 -8%
MG
474
Mather Group
Illinois
$548K +$24.2K +90 +5%
WFI
475
West Family Investments
California
$546K -$1.1M -4,110 -67%
17 18
19
20 21