We are live on ! Find out more
SPOT icon

Spotify
SPOT

546 hedge funds and large institutions have $14.4B invested in Spotify in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 144 increasing their positions, 165 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 50

88% more funds holding in top 10

Funds holding in top 10: 16 → 30 (+14)

72% more capital invested

Capital invested by funds: $8.35B → $14.4B (+$6B)

14% more funds holding

Funds holding: 479 → 546 (+67)

0.64% more ownership

Funds ownership: 54.89% → 55.53% (+0.64%)

8% less call options, than puts

Call options by funds: $618M | Put options by funds: $670M

13% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 165

Holders
546
Holders Change
+67
Holders Change %
+13.99%
% of All Funds
8.7%
Holding in Top 10
30
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+87.5%
% of All Funds
0.48%
New
124
Increased
144
Reduced
165
Closed
50
Calls
$618M
Puts
$670M
Net Calls
-$52M
Net Calls Change
-$117M

Top Buyers

1
VH
ValueAct Holdings
California
+$257M
2
SIM
SRS Investment Management
New York
+$252M
3
Citadel Advisors
Citadel Advisors
Florida
+$199M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$113M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$87.9M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$195M
2
Jennison Associates
Jennison Associates
New York
-$148M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$114M
4
Two Sigma Investments
Two Sigma Investments
New York
-$110M
5
Goldman Sachs
Goldman Sachs
New York
-$80.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
401
International Assets Investment Management
Florida
$117K +$100K +874 New
S
402
SignatureFD
Georgia
$115K +$12.4K +108 +14%
GCM
403
Gables Capital Management
Florida
$114K – – –
HFM
404
Harvest Fund Management
China
$113K +$97.1K +848 New
PA
405
Parallel Advisors
California
$105K -$7.79K -68 -8%
EWA
406
EverSource Wealth Advisors
Alabama
$103K +$23.1K +202 +35%
BTI
407
Blue Trust Inc
Georgia
$100K +$5.72K +50 +4%
ASN
408
Advisory Services Network
Georgia
$94.7K -$809K -7,063 -91%
AF
409
Advisornet Financial
Minnesota
$94.2K +$458 +4 +0.6%
CI
410
CAZ Investments
Texas
$94K – – –
TRCT
411
Tower Research Capital (TRC)
New York
$91K -$122K -1,065 -61%
CMF
412
Counterpoint Mutual Funds
California
$87.5K +$75K +655 New
WIM
413
WealthPlan Investment Management
Nebraska
$85.8K -$196K -1,716 -73%
AIM
414
Anchor Investment Management
South Carolina
$61.6K +$11.4K +100 +28%
BCV
415
Banque Cantonale Vaudoise
Switzerland
$61K -$99.6K -870 -65%
FFA
416
Farther Finance Advisors
California
$58.1K +$49.3K +431 +10,775%
DGAM
417
Desjardins Global Asset Management
Quebec, Canada
$53K +$801 +7 +2%
TLCM
418
Twin Lakes Capital Management
California
$52.8K – – –
PFBT
419
Parkside Financial Bank & Trust
Missouri
$51.2K +$12.7K +111 +41%
Nomura Asset Management
420
Nomura Asset Management
Japan
$47.6K – – –
SCA
421
Stonebridge Capital Advisors
Minnesota
$46.8K – – –
RTC
422
Riverview Trust Company
Washington
$46K – – –
BWP
423
Baldwin Wealth Partners
Massachusetts
$44.5K – – –
ECM
424
Estabrook Capital Management
New York
$43.4K – – –
NIC
425
Northwest Investment Counselors
Oregon
$40.2K – – –
15 16
17
18 19

SPOT Hedge Fund Activity: Q1 2023 in Review

546 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Spotify (SPOT) for Q1 2023, worth a combined $14.4B — up 72% from $8.35B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new SPOT positions and 50 closed out — a net gain of 74 holders — while 144 added to existing stakes and 165 trimmed.

The largest buyer was ValueAct Holdings, opening a new position worth an estimated $257M. The largest seller was UBS Group, cutting an estimated $195M.

  • 546 institutional investors held Spotify (SPOT) as of Q1 2023, up from 479 in Q4 2022.
  • Funds reported $14.4B of Spotify stock for Q1 2023, up 72% quarter-over-quarter.
  • 124 funds opened new Spotify positions in Q1 2023 and 50 closed out, a net change of +74 holders.
  • The largest Spotify buyer in Q1 2023 was ValueAct Holdings, an estimated $257M added.
  • The largest Spotify seller in Q1 2023 was UBS Group, an estimated $195M sold.

Based on aggregated 13F filings for Q1 2023.