Stitch Fix
SFIX
154 hedge funds and large institutions have $354M invested in Stitch Fix in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 38 closing their positions.
68% more call options, than puts
Call options by funds: $2.27M | Put options by funds: $1.35M
63% more capital invested
Capital invested by funds: $217M → $354M (+$137M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
32% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 38
0.85% less ownership
Funds ownership: 86.56% → 85.71% (-0.85%)
8% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 38
3% less funds holding
Funds holding: 159 → 154 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$6.49M |
| 2 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$5.04M |
| 3 |
F1I
Fund 1 Investments
Rincon,
Puerto Rico
|
+$4.84M |
| 4 |
D.E. Shaw & Co
New York
|
+$2.53M |
| 5 |
Renaissance Technologies
New York
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Divisar Capital Management
San Francisco,
California
|
-$4.29M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.27M |
| 3 |
PCR
Potrero Capital Research
San Francisco,
California
|
-$1.63M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.63M |
| 5 |
Morgan Stanley
New York
|
-$1.27M |
SFIX Hedge Fund Activity: Q2 2024 in Review
154 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Stitch Fix (SFIX) for Q2 2024, worth a combined $354M — up 63% from $217M a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of SFIX and 35 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 50 added.
The largest buyer was Disciplined Growth Investors, adding an estimated $6.49M. The largest seller was Divisar Capital Management, cutting an estimated $4.29M.
- 154 institutional investors held Stitch Fix (SFIX) as of Q2 2024, down from 159 in Q1 2024.
- Funds reported $354M of Stitch Fix stock for Q2 2024, up 63% quarter-over-quarter.
- 35 funds opened new Stitch Fix positions in Q2 2024 and 38 closed out, a net change of -3 holders.
- The largest Stitch Fix buyer in Q2 2024 was Disciplined Growth Investors, an estimated $6.49M added.
- The largest Stitch Fix seller in Q2 2024 was Divisar Capital Management, an estimated $4.29M sold.
Based on aggregated 13F filings for Q2 2024.