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
HI
451
Harbour Investments
Wisconsin
$15.1K +$1.49K +13 +13%
LWCFA
452
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.7K – – –
CYG
453
Clean Yield Group
Vermont
$14.7K – – –
HIA
454
Harbor Investment Advisory
Maryland
$14.4K – – –
GWS
455
Glassman Wealth Services
Virginia
$13.6K +$11.7K +102 New
HPC
456
HM Payson & Co
Maine
$13.4K – – –
NFSG
457
Newbridge Financial Services Group
Florida
$13.4K – – –
QCG
458
Quadrant Capital Group
Ohio
$12.8K +$10.1K +88 +1,100%
CWC
459
Carolinas Wealth Consulting
North Carolina
$11.9K – – –
GEA
460
Glen Eagle Advisors
New Jersey
$11.2K – – –
LC
461
Lindbrook Capital
California
$11.1K -$1.37K -12 -13%
TWC
462
TD Waterhouse Canada
Ontario, Canada
$10.1K -$857K -7,484 -99%
TCA
463
Trifecta Capital Advisors
Illinois
$10K – – –
AssetMark Inc
464
AssetMark Inc
California
$9.62K – – –
BC
465
Barrett & Company
Rhode Island
$9.35K – – –
WB
466
Webster Bank
Connecticut
$9.35K – – –
EARNEST Partners
467
EARNEST Partners
Georgia
$9.09K – – –
Fifth Third Bancorp
468
Fifth Third Bancorp
Ohio
$8.15K +$687 +6 +11%
CTA
469
Colonial Trust Advisors
South Carolina
$7.88K – – –
WAM
470
WFA Asset Management
Wisconsin
$7.35K – – –
HCM
471
Highlander Capital Management
New Jersey
$7K – – –
AP
472
Atwood & Palmer
Missouri
$6.68K – – –
WIM
473
Westside Investment Management
California
$6.68K – – –
IWP
474
IAG Wealth Partners
Wisconsin
$6.68K +$5.72K +50 New
RA
475
Rise Advisors
New York
$6.41K – – –
17 18
19
20 21

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.