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SAP
SAP

Overview Fund Activity

846 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, 277 reducing their positions, and 68 closing their positions.

Holders
846
Holders Change
+60
Holders Change %
+7.63%
% 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
277
Closed
68
Calls
$359M
Puts
$432M
Net Calls
-$73.2M
Net Calls Change
+$76.6M

Top Buyers

1
WCM Investment Management
1
WCM Investment Management
California
$290M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$395M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$332M
4
Northern Trust
4
Northern Trust
Illinois
$362M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$164M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.31B
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$1.63M
3
HL
3
Harding Loevner
New Jersey
$664M
4
Goldman Sachs
4
Goldman Sachs
New York
$305M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$355M
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
801
HighMark Wealth Management
Minnesota
$6.16K 25 – –
OA
802
Operose Advisors
Wisconsin
$5.91K 24 -142 -86%
FWM
803
FSA Wealth Management
Massachusetts
$5.91K 24 – –
KA
804
Kozak & Associates
Colorado
$5.79K 24 +24 New
JFA
805
JNBA Financial Advisors
Minnesota
$5.42K 22 – –
TAM
806
Tucker Asset Management
Colorado
$5.42K 22 – –
TWD
807
True Wealth Design
Ohio
$5.17K 21 +2 +11%
VHAM
808
Van Hulzen Asset Management
California
$5.17K 21 +21 New
OWP
809
ORG Wealth Partners
Texas
$5.17K 21 -1 -5%
CWP
810
Concord Wealth Partners
Virginia
$4.92K 20 – –
RFG
811
REAP Financial Group
Texas
$4.47K 18 -63 -78%
CPBTD
812
Central Pacific Bank - Trust Division
Hawaii
$4.43K 18 – –
FC
813
Family CFO
California
$4.43K 18 +18 New
PMFA
814
Plante Moran Financial Advisors
Michigan
$4.43K 18 +18 New
NC
815
NewSquare Capital
Pennsylvania
$4.43K 18 +18 New
AGWCA
816
Annis Gardner Whiting Capital Advisors
Florida
$4.19K 17 – –
LDB
817
Lee, Danner & Bass
Tennessee
$4.19K 17 +17 New
AT
818
Avalon Trust
New Mexico
$3.94K 16 +16 New
RFS
819
Richardson Financial Services
Massachusetts
$3.69K 15 -7 -32%
ME
820
McIlrath & Eck
Washington
$3.69K 15 – –
BCWM
821
Bartlett & Co Wealth Management
Ohio
$3.45K 14 – –
TC
822
Trust Company
Kansas
$3.45K 14 – –
MFG
823
Mendota Financial Group
Wisconsin
$3.2K 13 -7 -35%
PIS
824
POM Investment Strategies
North Carolina
$3.2K 13 – –
AWM
825
Abound Wealth Management
Tennessee
$2.96K 12 -1 -8%
31 32
33
34 35