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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 %
BFG
676
Beacon Financial Group
Texas
$217K +$217K +808 New
FCBT
677
First Citizens Bank & Trust
North Carolina
$215K +$215K +800 New
IAIM
678
International Assets Investment Management
Florida
$214K +$214K +798 New
CPA
679
Capital Performance Advisors
California
$211K +$211K +786 New
XF
680
XML Financial
Maryland
$211K +$211K +785 New
GBT
681
Grove Bank & Trust
Florida
$210K +$57.2K +213 +37%
CPWA
682
Cerro Pacific Wealth Advisors
California
$210K +$210K +852 New
EWM
683
Endowment Wealth Management
Wisconsin
$209K -$26.3K -98 -11%
MC
684
Moors & Cabot
Massachusetts
$208K -$66K -246 -24%
BA
685
Bluesphere Advisors
Pennsylvania
$207K +$207K +771 New
GKWIM
686
Gerber Kawasaki Wealth & Investment Management
California
$207K +$207K +770 New
CSP
687
Cary Street Partners
Virginia
$206K -$95.3K -355 -32%
ESB
688
Essex Savings Bank
Connecticut
$205K +$205K +762 New
G
689
GenTrust
Florida
$204K +$204K +761 New
AWA
690
Aletheian Wealth Advisors
Washington
$204K +$204K +761 New
WA
691
Whipplewood Advisors
Colorado
$203K -$18.9K -65 -8%
GSWA
692
Good Steward Wealth Advisors
Tennessee
$203K +$203K +757 New
BIM
693
Brentview Investment Management
Illinois
$203K -$56.4K -210 -22%
CCA
694
Cottonwood Capital Advisors
Utah
$202K +$202K +754 New
IA
695
Integrity Alliance
Iowa
$201K +$201K +750 New
CCM
696
CAAS Capital Management
New York
$198K +$198K +738 New
OWA
697
Opal Wealth Advisors
New York
$195K -$27.9K -104 -13%
ANBT
698
American National Bank & Trust
Texas
$186K +$805 +3 +0.4%
UB
699
UMB Bank
Missouri
$184K -$12.3K -46 -6%
AF
700
Advisornet Financial
Minnesota
$170K +$20.9K +78 +14%
26 27
28
29 30