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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
$3.49B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.75B
3
Bank of America
Bank of America
North Carolina
$450M
4
Morgan Stanley
Morgan Stanley
New York
$854M
5
Marshall Wace
Marshall Wace
United Kingdom
$91M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$1.96B
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$886M
3
ClearBridge Investments
ClearBridge Investments
New York
$168M
4
Polen Capital Management
Polen Capital Management
Florida
$146M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
801
Hemington Wealth Management
Virginia
$18K +$10.2K +39 +130%
AFS
802
Anderson Financial Strategies
Ohio
$17.8K +$17.8K +66 New
RFG
803
REAP Financial Group
Texas
$17.4K +$12.6K +47 +261%
SIS
804
Sound Income Strategies
Florida
$16.9K +$2.68K +10 +19%
SFCL
805
Strengthening Families & Communities LLC
Massachusetts
$16.7K +$16.7K +83 New
DWM
806
Dogwood Wealth Management
Kansas
$16.1K – – –
WTA
807
Washington Trust Advisors
Massachusetts
$15.5K -$9.1K -34 -37%
DF
808
Dunhill Financial
United Kingdom
$15.3K -$77.3K -288 -83%
TCA
809
Trifecta Capital Advisors
Illinois
$14.2K – – –
ETS
810
ESL Trust Services
New York
$14.2K – – –
AF
811
Atala Financial
California
$14K – – –
HIMS
812
Hager Investment Management Services
New Hampshire
$13.4K -$805 -3 -6%
AWM
813
Accredited Wealth Management
Kentucky
$13.4K +$13.4K +50 New
GTAM
814
Global Trust Asset Management
Florida
$12.9K – – –
AIC
815
Archer Investment Corporation
Indiana
$12.3K – – –
T
816
Transce3nd
Texas
$11K – – –
SL
817
Salomon & Ludwin
Virginia
$10.7K – – –
CAM
818
Creekmur Asset Management
Illinois
$10.2K – – –
TCOV
819
Trust Company of Vermont
Vermont
$8.86K – – –
FIM
820
FWL Investment Management
Texas
$8.86K – – –
OC
821
Oakworth Capital
Alabama
$8.86K +$8.86K +33 New
MWM
822
MorganRosel Wealth Management
Colorado
$8.86K +$8.86K +33 New
CWC
823
Carolinas Wealth Consulting
North Carolina
$8.79K -$2.66K -10 -23%
PCM
824
Perritt Capital Management
Illinois
$8.32K +$8.32K +31 New
RWS
825
Retirement Wealth Solutions
Wisconsin
$8.05K – – –
31 32
33
34 35