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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
EDRH
501
Edmond de Rothschild Holding
Switzerland
$4.64K
CWP
502
Concord Wealth Partners
Virginia
$4.49K
SWA
503
Sutton Wealth Advisors
Florida
$4.49K
AA
504
Ancora Advisors
Ohio
$4.33K
CCA
505
Column Capital Advisors
Indiana
$4.33K
IA
506
IFP Advisors
Florida
$4.33K
JWA
507
JFS Wealth Advisors
Pennsylvania
$4.02K +$457 +3 +13%
AFG
508
Albion Financial Group
Utah
$3.87K
FCA
509
FinTrust Capital Advisors
South Carolina
$3.87K
MSFP
510
Mark Sheptoff Financial Planning
Connecticut
$3.87K
BFA
511
BBJS Financial Advisors
Washington
$3.56K
AT
512
Avalon Trust
New Mexico
$3.25K +$3.2K +21 New
NSG
513
Nalls Sherbakoff Group
Tennessee
$3.09K
CCM
514
Chilton Capital Management
Texas
$2.78K
WT
515
Whittier Trust
California
$2.78K +$2.74K +18 New
VWM
516
Venturi Wealth Management
Texas
$2.63K +$2.59K +17 New
SIS
517
Sound Income Strategies
Florida
$2.47K
TFA
518
Toth Financial Advisory
Virginia
$2.32K
CSC
519
Caldwell Sutter Capital
California
$2.32K +$2.29K +15 New
BG
520
Bollard Group
Massachusetts
$2K
CAL
521
Capital Analysts LLC
Pennsylvania
$2K
KSWA
522
Kathleen S. Wright Associates
Pennsylvania
$1.7K
GBT
523
Grove Bank & Trust
Florida
$1.7K +$1.68K +11 New
BCH
524
Berkshire Capital Holdings
California
$1.55K -$6.79M -44,610 -100%
GI
525
Gradient Investments
Minnesota
$1.24K

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.