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947 hedge funds and large institutions have $16.2B invested in Snap-on in 2024 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 318 increasing their positions, 351 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 59

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

18% more capital invested

Capital invested by funds: $13.7B → $16.2B (+$2.52B)

7% more funds holding

Funds holding: 889947 (+58)

1.02% more ownership

Funds ownership: 90.07%91.09% (+1%)

9% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 351

22% less call options, than puts

Call options by funds: $29.9M | Put options by funds: $38.5M

Holders
947
Holders Change
+58
Holders Change %
+6.52%
% of All Funds
12.47%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.14%
New
132
Increased
318
Reduced
351
Closed
59
Calls
$29.9M
Puts
$38.5M
Net Calls
-$8.67M
Net Calls Change
+$44.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
651
HighPoint Advisor Group
Illinois
$307K +$43.2K +128 +16%
2L
652
25 LLC
Missouri
$305K +$2.7K +8 +0.9%
FC
653
Fulcrum Capital
Washington
$303K
SI
654
Sava Infond
Slovenia
$302K +$300K +890 New
IWA
655
IBEX Wealth Advisors
New Jersey
$300K +$299K +885 New
PWM
656
Perigon Wealth Management
California
$300K +$25.3K +75 +9%
CCAL
657
City Center Advisors LLC
Michigan
$298K -$17.6K -52 -6%
VI
658
Versor Investments
New York
$296K -$574K -1,700 -66%
DT
659
Diversified Trust
Tennessee
$294K +$293K +867 New
BAM
660
Belpointe Asset Management
Nevada
$294K -$157K -464 -31%
CPW
661
Crestmont Private Wealth
Texas
$293K -$66.5K -197 -19%
C
662
Covestor
United Kingdom
$293K -$7.09K -21 -2%
ETC
663
Exchange Traded Concepts
Oklahoma
$293K -$1.22M -3,615 -81%
PTC
664
Petrus Trust Company
Texas
$293K -$352K -1,044 -55%
AWA
665
Aaron Wealth Advisors
Illinois
$292K +$290K +860 New
HWM
666
HB Wealth Management
Georgia
$292K +$40.8K +121 +16%
EI
667
Ellevest Inc
New York
$290K -$2.7K -8 -0.9%
SFA
668
Sequoia Financial Advisors
Ohio
$284K +$22.3K +66 +9%
IA
669
IFP Advisors
Florida
$282K +$24K +71 +9%
VAS
670
Vestmark Advisory Solutions
Massachusetts
$279K -$1.69K -5 -0.6%
WWM
671
Waterway Wealth Management
Texas
$279K +$42.9K +127 +18%
T. Rowe Price Investment Management
672
T. Rowe Price Investment Management
Maryland
$273K +$3.38K +10 +1%
AIM
673
Advyzon Investment Management
Illinois
$272K +$270K +800 New
PNC
674
Park National Corp
Ohio
$272K -$8.44K -25 -3%
AAA
675
American Alpha Advisors
New York
$271K -$18.2K -54 -6%

SNA Hedge Fund Activity: Q4 2024 in Review

947 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Snap-on (SNA) for Q4 2024, worth a combined $16.2B — up 18% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new SNA positions and 59 closed out — a net gain of 73 holders — while 318 added to existing stakes and 351 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $139M. The largest seller was JP Morgan Chase, cutting an estimated $90M.

  • 947 institutional investors held Snap-on (SNA) as of Q4 2024, up from 889 in Q3 2024.
  • Funds reported $16.2B of Snap-on stock for Q4 2024, up 18% quarter-over-quarter.
  • 132 funds opened new Snap-on positions in Q4 2024 and 59 closed out, a net change of +73 holders.
  • The largest Snap-on buyer in Q4 2024 was First Trust Advisors, an estimated $139M added.
  • The largest Snap-on seller in Q4 2024 was JP Morgan Chase, an estimated $90M sold.

Based on aggregated 13F filings for Q4 2024.