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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 %
GWM
576
Gitterman Wealth Management
New Jersey
$345K +$269 +1 +0.1%
TI
577
TrueMark Investments
Illinois
$344K +$344K +1,280 New
BWP
578
BSW Wealth Partners
Colorado
$343K +$4.3K +16 +1%
CAMG
579
CWA Asset Management Group
Florida
$342K -$72.2K -269 -17%
CFG
580
Certior Financial Group
Pennsylvania
$340K -$313K -1,165 -48%
TPI
581
Trust Point Inc
Wisconsin
$336K +$1.61K +6 +0.5%
CI Investments Inc
582
CI Investments Inc
Ontario, Canada
$336K -$13.4K -50 -4%
HPC
583
HM Payson & Co
Maine
$335K – – –
ISL
584
Ingalls & Snyder LLC
New York
$335K – – –
CHAM
585
Clear Harbor Asset Management
Connecticut
$335K – – –
PW
586
PUREfi Wealth
Massachusetts
$333K -$183K -682 -35%
DE
587
Diversified Enterprises
Delaware
$328K +$328K +1,221 New
IWM
588
IHT Wealth Management
Illinois
$327K -$35.4K -132 -10%
WA
589
Waverly Advisors
Alabama
$327K +$49.9K +186 +18%
OHWP
590
Oak Harbor Wealth Partners
North Carolina
$327K +$327K +1,217 New
NS
591
NBC Securities
Alabama
$326K +$325K +1,216 +60,800%
BBA
592
Braun-Bostich & Associates
Pennsylvania
$325K -$1.07K -4 -0.3%
BCA
593
Bay Colony Advisors
Massachusetts
$325K -$36.5K -136 -10%
TIAA Trust, National Association
594
TIAA Trust, National Association
North Carolina
$322K -$46.2K -172 -13%
BDFN
595
Bond & Devick Financial Network
Minnesota
$322K -$80.5K -300 -20%
HPM
596
Hoxton Planning & Management
West Virginia
$319K +$537 +2 +0.2%
JSW
597
Journey Strategic Wealth
New Jersey
$318K -$12.6K -47 -4%
CAL
598
Capital Analysts LLC
Pennsylvania
$318K -$8.33K -31 -3%
WAP
599
Wealthcare Advisory Partners
Pennsylvania
$317K -$35.4K -132 -10%
CFSG
600
Community Financial Services Group
Vermont
$316K -$142K -529 -31%
22 23
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