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856 hedge funds and large institutions have $17.6B invested in SAP in 2024 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 296 increasing their positions, 279 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 68

12% more capital invested

Capital invested by funds: $15.8B → $17.6B (+$1.86B)

8% more funds holding

Funds holding: 789856 (+67)

6% more repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 279

0.12% more ownership

Funds ownership: 5.61%5.74% (+0.12%)

17% less call options, than puts

Call options by funds: $359M | Put options by funds: $432M

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
856
Holders Change
+67
Holders Change %
+8.49%
% of All Funds
11.28%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
149
Increased
296
Reduced
279
Closed
68
Calls
$359M
Puts
$432M
Net Calls
-$73.2M
Net Calls Change
+$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$2.52B -$56.4M -237,222 -2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.31B -$205M -863,102 -8%
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.26B +$96.1M +403,956 +9%
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$1.13B -$2.16M -9,092 -0.2%
Morgan Stanley
5
Morgan Stanley
New York
$699M -$14.5M -60,843 -2%
HL
6
Harding Loevner
New Jersey
$664M -$142M -595,393 -18%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$395M +$212M +890,157 +125%
Northern Trust
8
Northern Trust
Illinois
$362M +$167M +701,880 +91%
ClearBridge Investments
9
ClearBridge Investments
New York
$355M -$70.5M -296,288 -17%
JP Morgan Chase
10
JP Morgan Chase
New York
$332M +$190M +798,037 +146%
Bank of America
11
Bank of America
North Carolina
$324M +$16.8M +70,613 +6%
Macquarie Group
12
Macquarie Group
Australia
$321M +$10.8M +45,389 +4%
Goldman Sachs
13
Goldman Sachs
New York
$305M -$114M -477,248 -28%
WPL
14
WINDACRE PARTNERSHIP LLC
Texas
$296M -$46.6M -195,700 -14%
Ameriprise
15
Ameriprise
Minnesota
$294M -$37.3M -156,707 -12%
WCM Investment Management
16
WCM Investment Management
California
$290M +$277M +1,165,548 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$289M +$65.1M +273,417 +30%
BlackRock
18
BlackRock
New York
$277M +$5.24M +22,039 +2%
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$259M +$29K +122 +13%
Polen Capital Management
20
Polen Capital Management
Florida
$246M -$15.3M -64,471 -6%
Wells Fargo
21
Wells Fargo
California
$231M +$7.95M +33,400 +4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$187M +$8.5M +35,721 +5%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$164M +$158M +664,595 New
Raymond James Financial
24
Raymond James Financial
Florida
$151M +$146M +611,947 New
Principal Financial Group
25
Principal Financial Group
Iowa
$128M -$22M -92,471 -15%

SAP Hedge Fund Activity: Q4 2024 in Review

856 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SAP (SAP) for Q4 2024, worth a combined $17.6B — up 12% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new SAP positions and 68 closed out — a net gain of 81 holders — while 296 added to existing stakes and 279 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $277M. The largest seller was Fidelity Investments, cutting an estimated $205M.

  • 856 institutional investors held SAP (SAP) as of Q4 2024, up from 789 in Q3 2024.
  • Funds reported $17.6B of SAP stock for Q4 2024, up 12% quarter-over-quarter.
  • 149 funds opened new SAP positions in Q4 2024 and 68 closed out, a net change of +81 holders.
  • The largest SAP buyer in Q4 2024 was WCM Investment Management, an estimated $277M added.
  • The largest SAP seller in Q4 2024 was Fidelity Investments, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2024.