Stitch Fix
SFIX
172 hedge funds and large institutions have $424M invested in Stitch Fix in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 64 increasing their positions, 29 reducing their positions, and 27 closing their positions.
121% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 29
70% more capital invested
Capital invested by funds: $249M → $424M (+$175M)
70% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 27
35% more call options, than puts
Call options by funds: $6.43M | Put options by funds: $4.76M
10% more funds holding
Funds holding: 156 → 172 (+16)
9.69% more ownership
Funds ownership: 84.4% → 94.08% (+9.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCPM
Cooper Creek Partners Management
New York
|
+$14.7M |
| 2 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$10.2M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$5.34M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.96M |
| 5 |
Morgan Stanley
New York
|
+$4.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Divisar Capital Management
San Francisco,
California
|
-$14.1M |
| 2 |
PCR
Potrero Capital Research
San Francisco,
California
|
-$8.4M |
| 3 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$4.71M |
| 4 |
Millennium Management
New York
|
-$3.32M |
| 5 |
Coatue Management
New York
|
-$2.23M |
SFIX Hedge Fund Activity: Q4 2024 in Review
172 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Stitch Fix (SFIX) for Q4 2024, worth a combined $424M — up 70% from $249M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SFIX positions and 27 closed out — a net gain of 19 holders — while 64 added to existing stakes and 29 trimmed.
The largest buyer was Cooper Creek Partners Management, adding an estimated $14.7M. The largest seller was Divisar Capital Management, cutting an estimated $14.1M.
- 172 institutional investors held Stitch Fix (SFIX) as of Q4 2024, up from 156 in Q3 2024.
- Funds reported $424M of Stitch Fix stock for Q4 2024, up 70% quarter-over-quarter.
- 46 funds opened new Stitch Fix positions in Q4 2024 and 27 closed out, a net change of +19 holders.
- The largest Stitch Fix buyer in Q4 2024 was Cooper Creek Partners Management, an estimated $14.7M added.
- The largest Stitch Fix seller in Q4 2024 was Divisar Capital Management, an estimated $14.1M sold.
Based on aggregated 13F filings for Q4 2024.