We are live on ! Find out more
SPOT icon

Spotify

553 hedge funds and large institutions have $17.8B invested in Spotify in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 190 increasing their positions, 168 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 168

11% more funds holding in top 10

Funds holding in top 10: 2730 (+3)

2.09% more ownership

Funds ownership: 57.1%59.19% (+2.1%)

0% more capital invested

Capital invested by funds: $17.7B → $17.8B (+$59.5M)

3% less funds holding

Funds holding: 570553 (-17)

13% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 82

24% less call options, than puts

Call options by funds: $818M | Put options by funds: $1.07B

Holders
553
Holders Change
-17
Holders Change %
-2.98%
% of All Funds
8.78%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.48%
New
71
Increased
190
Reduced
168
Closed
82
Calls
$818M
Puts
$1.07B
Net Calls
-$255M
Net Calls Change
+$48.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
451
CarsonAllaria Wealth Management
Illinois
$20.3K -$3.5K -23 -15%
BLC
452
Brown, Lisle/Cummings
Rhode Island
$19.3K
SWA
453
SOA Wealth Advisors
New York
$19.2K
HI
454
Harbour Investments
Wisconsin
$19K +$762 +5 +4%
C
455
Covestor
United Kingdom
$19K -$20.6K -135 -53%
VNA
456
Valley National Advisers
Pennsylvania
$19K +$18.7K +123 New
HPC
457
HM Payson & Co
Maine
$18.9K +$3.35K +22 +22%
LWCFA
458
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18.4K
FFL
459
Financial Freedom LLC
Ohio
$18.4K
GIA
460
GHP Investment Advisors
Colorado
$17.7K
CYG
461
Clean Yield Group
Vermont
$17.2K
HIA
462
Harbor Investment Advisory
Maryland
$16.7K
AWM
463
Activest Wealth Management
Florida
$16.4K
NFSG
464
Newbridge Financial Services Group
Florida
$15.5K
OA
465
Operose Advisors
Wisconsin
$14.8K +$14.6K +96 New
QCG
466
Quadrant Capital Group
Ohio
$14.4K -$2.89K -19 -17%
TWC
467
TD Waterhouse Canada
Ontario, Canada
$13.5K +$1.52K +10 +18%
CAL
468
Capital Advisors Ltd
Ohio
$13K
GEA
469
Glen Eagle Advisors
New Jersey
$13K
TSWM
470
Tyler-Stone Wealth Management
Ohio
$12K
GWM
471
Geneos Wealth Management
Colorado
$11.8K +$8.38K +55 +262%
PPC
472
Park Place Capital
Alabama
$11.8K +$11.6K +76 New
TCA
473
Trifecta Capital Advisors
Illinois
$11.6K
SFG
474
Steward Financial Group
Texas
$11K +$11.7K +77 New
BC
475
Barrett & Company
Rhode Island
$10.8K

SPOT Hedge Fund Activity: Q3 2023 in Review

553 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Spotify (SPOT) for Q3 2023, worth a combined $17.8B — up 0.34% from $17.7B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of SPOT and 71 opened new positions — a net loss of 11 holders — while 168 trimmed existing stakes and 190 added.

The largest buyer was JP Morgan Chase, adding an estimated $282M. The largest seller was Citadel Advisors, cutting an estimated $270M.

  • 553 institutional investors held Spotify (SPOT) as of Q3 2023, down from 570 in Q2 2023.
  • Funds reported $17.8B of Spotify stock for Q3 2023, up 0.34% quarter-over-quarter.
  • 71 funds opened new Spotify positions in Q3 2023 and 82 closed out, a net change of -11 holders.
  • The largest Spotify buyer in Q3 2023 was JP Morgan Chase, an estimated $282M added.
  • The largest Spotify seller in Q3 2023 was Citadel Advisors, an estimated $270M sold.

Based on aggregated 13F filings for Q3 2023.