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SiriusXM

554 hedge funds and large institutions have $5.8B invested in SiriusXM in 2024 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 141 increasing their positions, 180 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $596M | Put options by funds: $362M

55% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 94

9% more funds holding

Funds holding: 508554 (+46)

2.17% more ownership

Funds ownership: 72.87%75.04% (+2.2%)

1% less capital invested

Capital invested by funds: $5.85B → $5.8B (-$46.7M)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

22% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 180

Holders
554
Holders Change
+46
Holders Change %
+9.06%
% of All Funds
7.3%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
146
Increased
141
Reduced
180
Closed
94
Calls
$596M
Puts
$362M
Net Calls
+$234M
Net Calls Change
+$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
526
Richard W. Paul & Associates
Michigan
$593 +$408 +16 +160%
CTA
527
Colonial Trust Advisors
South Carolina
$524 -$2.02K -79 -77%
RTC
528
Riverview Trust Company
Washington
$502 +$561 +22 New
CWM
529
Cranbrook Wealth Management
Michigan
$479 +$536 +21 New
CFP
530
Comprehensive Financial Planning
Pennsylvania
$456 +$510 +20 New
WA
531
Whipplewood Advisors
Colorado
$456 +$510 +20 New
PFA
532
Pathway Financial Advisers
Indiana
$454
CAWM
533
Capital A Wealth Management
Pennsylvania
$365 +$408 +16 New
CSWM
534
Cassady Schiller Wealth Management
Ohio
$342
AF
535
Atala Financial
California
$319 +$357 +14 New
Federated Hermes
536
Federated Hermes
Pennsylvania
$296 +$332 +13 New
AWM
537
Accredited Wealth Management
Kentucky
$274 +$306 +12 New
JFGIW
538
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$241
MHR
539
Matthew Hamilton Rosenberg
$228 -$306 -12 -55%
PIS
540
POM Investment Strategies
North Carolina
$228
RAM
541
Riggs Asset Management
Pennsylvania
$228
SMAM
542
Sugar Maple Asset Management
Wisconsin
$228 +$255 +10 New
WCM
543
WealthTrak Capital Management
Virginia
$228 +$255 +10 New
PBK
544
Peoples Bank (Kansas)
Kansas
$227
HWM
545
Horizons Wealth Management
North Carolina
$205
OLVIG
546
Oliver Lagore Vanvalin Investment Group
Michigan
$160
AF
547
Advisornet Financial
Minnesota
$114 -$128 -5 -50%
OP
548
ORG Partners
Indiana
$114 +$128 +5 New
AG
549
AmeriFlex Group
Nevada
$96 +$102 +4 New
PWM
550
Parkworth Wealth Management
California
$68 +$77 +3 New

SIRI Hedge Fund Activity: Q4 2024 in Review

554 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SiriusXM (SIRI) for Q4 2024, worth a combined $5.8B — down 0.8% from $5.85B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new SIRI positions and 94 closed out — a net gain of 52 holders — while 141 added to existing stakes and 180 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $314M. The largest seller was Sessa Capital, exiting entirely with an estimated $78M sold.

  • 554 institutional investors held SiriusXM (SIRI) as of Q4 2024, up from 508 in Q3 2024.
  • Funds reported $5.8B of SiriusXM stock for Q4 2024, down 0.8% quarter-over-quarter.
  • 146 funds opened new SiriusXM positions in Q4 2024 and 94 closed out, a net change of +52 holders.
  • The largest SiriusXM buyer in Q4 2024 was Berkshire Hathaway, an estimated $314M added.
  • The largest SiriusXM seller in Q4 2024 was Sessa Capital, an estimated $78M sold.

Based on aggregated 13F filings for Q4 2024.