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Tapestry

588 hedge funds and large institutions have $9.09B invested in Tapestry in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 188 increasing their positions, 244 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 65

1% more call options, than puts

Call options by funds: $123M | Put options by funds: $122M

0% more funds holding

Funds holding: 586588 (+2)

0.9% less ownership

Funds ownership: 92.47%91.57% (-0.9%)

3% less capital invested

Capital invested by funds: $9.38B → $9.09B (-$294M)

23% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 244

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
588
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
9.23%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
72
Increased
188
Reduced
244
Closed
65
Calls
$123M
Puts
$122M
Net Calls
+$647K
Net Calls Change
-$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
526
Concord Wealth Partners
Virginia
$12.4K +$83 +2 +0.7%
UFF
527
USA Financial Formulas
Michigan
$12.1K +$11.3K +272 +2,720%
FCMT
528
Founders Capital Management (Texas)
Texas
$11.2K
WTA
529
Washington Trust Advisors
Massachusetts
$11K -$7.95K -191 -43%
JWM
530
Janiczek Wealth Management
Colorado
$11K
CFD
531
Creative Financial Designs
Indiana
$10.8K +$83 +2 +0.8%
OC
532
Oakworth Capital
Alabama
$10K +$9.74K +234 New
FFA
533
Farther Finance Advisors
California
$9.12K -$708 -17 -7%
ME
534
McIlrath & Eck
Washington
$9.09K -$1.04K -25 -11%
PGAM
535
Princeton Global Asset Management
New Jersey
$9.07K
FGAM
536
Financial Gravity Asset Management
Texas
$9K
SWA
537
SOA Wealth Advisors
New York
$8.66K +$42 +1 +0.5%
BLC
538
Brown, Lisle/Cummings
Rhode Island
$8.56K
CBT
539
CoreFirst Bank & Trust
Kansas
$8.56K
EWA
540
EverSource Wealth Advisors
Alabama
$8.43K -$2.46K -59 -23%
JWA
541
JFS Wealth Advisors
Pennsylvania
$8.39K -$291 -7 -3%
LSA
542
Leonteq Securities AG
Switzerland
$7.92K +$2.46K +59 +47%
GWS
543
Glassman Wealth Services
Virginia
$7.45K +$1.17K +28 +19%
MAM
544
Marquette Asset Management
Minnesota
$7.23K +$7.04K +169 New
CWC
545
Carolinas Wealth Consulting
North Carolina
$7.02K
FMP
546
Financial Management Professionals
Texas
$7K
RFG
547
RFP Financial Group
Georgia
$6.51K
HBW
548
Hazlett, Burt & Watson
West Virginia
$6K
HCP
549
Hexagon Capital Partners
Arkansas
$5.61K +$541 +13 +11%
EARNEST Partners
550
EARNEST Partners
Georgia
$5.44K