We are live on ! Find out more
SLQT icon

SelectQuote

148 hedge funds and large institutions have $241M invested in SelectQuote in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,475% more call options, than puts

Call options by funds: $5.92M | Put options by funds: $376K

72% more capital invested

Capital invested by funds: $140M → $241M (+$100M)

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

9% more funds holding

Funds holding: 136148 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 37.72%37.71% (-0.01%)

23% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 44

Holders
148
Holders Change
+12
Holders Change %
+8.82%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
34
Reduced
44
Closed
21
Calls
$5.92M
Puts
$376K
Net Calls
+$5.55M
Net Calls Change
+$3.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$408K +$24.7K +9,673 +10%
Citigroup
52
Citigroup
New York
$389K +$18.2K +7,138 +7%
PC
53
Panoramic Capital
California
$372K +$255K +100,000 New
FWP
54
FAS Wealth Partners
Kansas
$363K
Two Sigma Advisers
55
Two Sigma Advisers
New York
$357K +$245K +96,000 New
Squarepoint
56
Squarepoint
New York
$356K +$244K +95,714 New
GC
57
GatePass Capital
Ohio
$355K +$243K +95,300 New
Osaic Holdings
58
Osaic Holdings
Arizona
$353K +$3.83K +1,500 +2%
SG Americas Securities
59
SG Americas Securities
New York
$340K +$22.1K +8,660 +10%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$338K -$69K -27,057 -23%
UBS Group
61
UBS Group
Switzerland
$338K -$37.2K -14,576 -14%
Ameriprise
62
Ameriprise
Minnesota
$312K +$80K +31,365 +60%
MIM
63
MetLife Investment Management
New Jersey
$299K +$93.9K +36,815 +85%
IWM
64
IHT Wealth Management
Illinois
$287K -$44.6K -17,500 -18%
Mirae Asset Global ETFs Holdings
65
Mirae Asset Global ETFs Holdings
Hong Kong
$286K +$8.55K +3,352 +5%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$286K -$799K -313,290 -80%
CW
67
CreativeOne Wealth
Kansas
$274K -$69.8K -27,355 -27%
MGIA
68
Moneta Group Investment Advisors
Missouri
$261K -$10.2K -4,000 -5%
Verition Fund Management
69
Verition Fund Management
Connecticut
$261K +$179K +70,163 New
CF
70
Corebridge Financial
Texas
$251K -$10.3K -4,051 -6%
PCM
71
Prelude Capital Management
New York
$244K +$167K +65,574 New
OWM
72
Opes Wealth Management
California
$221K
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$218K -$54.2K -21,257 -27%
William Blair & Company
74
William Blair & Company
Illinois
$205K
PCIA
75
Prime Capital Investment Advisors
Kansas
$194K +$133K +52,248 New

SLQT Hedge Fund Activity: Q4 2024 in Review

148 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SelectQuote (SLQT) for Q4 2024, worth a combined $241M — up 72% from $140M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SLQT positions and 21 closed out — a net gain of 13 holders — while 34 added to existing stakes and 44 trimmed.

The largest buyer was SONA Asset Management (US), opening a new position worth an estimated $1.95M. The largest seller was Morgan Stanley, cutting an estimated $2.18M.

  • 148 institutional investors held SelectQuote (SLQT) as of Q4 2024, up from 136 in Q3 2024.
  • Funds reported $241M of SelectQuote stock for Q4 2024, up 72% quarter-over-quarter.
  • 34 funds opened new SelectQuote positions in Q4 2024 and 21 closed out, a net change of +13 holders.
  • The largest SelectQuote buyer in Q4 2024 was SONA Asset Management (US), an estimated $1.95M added.
  • The largest SelectQuote seller in Q4 2024 was Morgan Stanley, an estimated $2.18M sold.

Based on aggregated 13F filings for Q4 2024.