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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
PWMG
926
Private Wealth Management Group
New Jersey
$2.04K
AW
927
Avion Wealth
Texas
$2K +$338 +1 +17%
TWD
928
True Wealth Design
Ohio
$1.7K -$4.05K -12 -71%
CWC
929
Carolinas Wealth Consulting
North Carolina
$1.36K
HI
930
Human Investing
Oregon
$1.36K +$1.35K +4 New
CCM
931
Copeland Capital Management
Pennsylvania
$1.36K -$1.01K -3 -43%
LIM
932
Longfellow Investment Management
Massachusetts
$1.02K -$250K -740 -100%
HFS
933
Horizon Financial Services
North Carolina
$1.02K
VNA
934
Valley National Advisers
Pennsylvania
$1K +$1.69K +5 New
ATC
935
Advantage Trust Company
Kansas
$717 +$2.02K +6 New
CA
936
Crewe Advisors
Utah
$679 -$5.4K -16 -89%
MRP
937
Measured Risk Portfolios
California
$679 +$675 +2 New
PWM
938
Parkworth Wealth Management
California
$679 +$675 +2 New
LIS
939
Legacy Investment Solutions
Idaho
$678
LWMI
940
Legacy Wealth Management (Idaho)
Idaho
$678
TFM
941
TFC Financial Management
Massachusetts
$340
MSWM
942
Mowery & Schoenfeld Wealth Management
Illinois
$340 +$338 +1 New
WCM
943
WealthTrak Capital Management
Virginia
$340 +$338 +1 New
PWA
944
Principia Wealth Advisory
Texas
$339 +$338 +1 New
RS
945
Rakuten Securities
Japan
$339 +$338 +1 New
SIS
946
Sound Income Strategies
Florida
$339 +$338 +1 New
Fuller & Thaler Asset Management
947
Fuller & Thaler Asset Management
California
$2
IAIM
948
International Assets Investment Management
Florida
-$450 -130,338 Closed
Arrowstreet Capital
949
Arrowstreet Capital
Massachusetts
-$9.91M -34,194 Closed
EGM
950
Engineers Gate Manager
New York
-$8.76M -30,245 Closed