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Spotify

720 hedge funds and large institutions have $31.1B invested in Spotify in 2024 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 217 increasing their positions, 249 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 61

33% more capital invested

Capital invested by funds: $23.4B → $31.1B (+$7.71B)

23% more funds holding in top 10

Funds holding in top 10: 3037 (+7)

10% more funds holding

Funds holding: 655720 (+65)

4.93% less ownership

Funds ownership: 64.37%59.45% (-4.9%)

13% less repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 249

36% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $2.15B

Holders
720
Holders Change
+65
Holders Change %
+9.92%
% of All Funds
10.37%
Holding in Top 10
37
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+23.33%
% of All Funds
0.53%
New
133
Increased
217
Reduced
249
Closed
61
Calls
$1.38B
Puts
$2.15B
Net Calls
-$771M
Net Calls Change
-$427M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$5.66B -$516M -2,195,015 -9%
Morgan Stanley
2
Morgan Stanley
New York
$1.99B -$2.21B -9,423,844 -56%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.54B -$118M -503,801 -8%
BlackRock
4
BlackRock
New York
$1.46B +$126M +538,137 +11%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.28B +$587M +2,500,346 +106%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$1.19B +$1.34M +5,723 +0.1%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$892M -$73.5M -313,100 -8%
JP Morgan Chase
8
JP Morgan Chase
New York
$723M +$166M +707,129 +35%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$642M +$53.1M +226,144 +10%
GQG Partners
10
GQG Partners
Florida
$610M +$543M +2,311,633 New
TCMV
11
Technology Crossover Management VIII
California
$533M -$141M -600,000 -23%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$496M +$143M +608,486 +48%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$479M -$31.7M -135,079 -7%
ATO
14
Alecta Tjanstepension Omsesidigt
Sweden
$478M -$73.6M -313,500 -15%
State Street
15
State Street
Massachusetts
$468M +$20.7M +87,980 +5%
Marshall Wace
16
Marshall Wace
United Kingdom
$466M +$140M +596,538 +51%
AT
17
AMF Tjänstepension
Sweden
$449M -$58.7M -250,000 -13%
LPC
18
Lone Pine Capital
Connecticut
$445M +$396M +1,687,415 New
Artisan Partners
19
Artisan Partners
Wisconsin
$427M +$51.2M +217,838 +16%
TCMX
20
Technology Crossover Management XI
California
$342M
Fidelity Investments
21
Fidelity Investments
Massachusetts
$252M +$13.6M +57,934 +6%
Citadel Advisors
22
Citadel Advisors
Florida
$242M -$173M -738,083 -45%
BAMCO Inc
23
BAMCO Inc
New York
$228M +$44.8M +190,931 +28%
VH
24
ValueAct Holdings
California
$217M -$48.6M -207,000 -20%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$191M +$5.63M +23,988 +3%

SPOT Hedge Fund Activity: Q1 2024 in Review

720 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Spotify (SPOT) for Q1 2024, worth a combined $31.1B — up 33% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new SPOT positions and 61 closed out — a net gain of 72 holders — while 217 added to existing stakes and 249 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $587M. The largest seller was Morgan Stanley, cutting an estimated $2.21B.

  • 720 institutional investors held Spotify (SPOT) as of Q1 2024, up from 655 in Q4 2023.
  • Funds reported $31.1B of Spotify stock for Q1 2024, up 33% quarter-over-quarter.
  • 133 funds opened new Spotify positions in Q1 2024 and 61 closed out, a net change of +72 holders.
  • The largest Spotify buyer in Q1 2024 was Wellington Management Group, an estimated $587M added.
  • The largest Spotify seller in Q1 2024 was Morgan Stanley, an estimated $2.21B sold.

Based on aggregated 13F filings for Q1 2024.