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Trimble

680 hedge funds and large institutions have $16.4B invested in Trimble in 2024 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 239 increasing their positions, 225 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 44

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

15% more capital invested

Capital invested by funds: $14.2B → $16.4B (+$2.16B)

10% more funds holding

Funds holding: 618680 (+62)

1.07% more ownership

Funds ownership: 93.72%94.79% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 225

38% less call options, than puts

Call options by funds: $49.4M | Put options by funds: $79.9M

Holders
680
Holders Change
+62
Holders Change %
+10.03%
% of All Funds
8.96%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
115
Increased
239
Reduced
225
Closed
44
Calls
$49.4M
Puts
$79.9M
Net Calls
-$30.5M
Net Calls Change
-$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
401
Dynasty Wealth Management
Florida
$538K +$518K +7,617 New
FRA
402
Frank Rimerman Advisors
California
$530K +$1.63K +24 +0.3%
DC
403
Davenport & Co
Virginia
$530K
IEFM
404
IQ EQ Fund Management
Ireland
$525K +$506K +7,436 New
AAMU
405
APG Asset Management US
New York
$516K
SCA
406
Summit Creek Advisors
Minnesota
$515K
PCA
407
Pallas Capital Advisors
Massachusetts
$510K +$2.11K +31 +0.4%
MYIA
408
Mount Yale Investment Advisors
Colorado
$510K +$219K +3,223 +81%
LWM
409
Lyell Wealth Management
California
$509K
AC
410
Allstate Corporation
Illinois
$507K +$488K +7,176 New
YC
411
Yarbrough Capital
Tennessee
$503K
OWA
412
One Wealth Advisors
California
$498K +$108K +1,582 +29%
MA
413
Montag & Associates
Georgia
$497K +$479K +7,040 New
WT
414
Washington Trust
Rhode Island
$494K
PA
415
Procyon Advisors
Connecticut
$489K -$156K -2,289 -25%
NA
416
NewEdge Advisors
Louisiana
$488K +$133K +1,957 +40%
VSQM
417
V-Square Quantitative Management
Illinois
$485K -$27.6K -406 -6%
TBT
418
Texas Bank & Trust
Texas
$480K +$462K +6,800 New
EF
419
Empirical Finance
Pennsylvania
$478K -$1.22K -18 -0.3%
Balyasny Asset Management
420
Balyasny Asset Management
Illinois
$474K +$456K +6,703 New
RIM
421
Redwood Investment Management
Arizona
$467K +$449K +6,606 New
WSC
422
Wellington Shields & Co
New York
$459K
EF
423
Empowered Funds
Pennsylvania
$453K +$41.7K +614 +11%
PHIC
424
Pine Haven Investment Counsel
Massachusetts
$452K
CI
425
CX Institutional
Indiana
$450K +$17K +250 +4%

TRMB Hedge Fund Activity: Q4 2024 in Review

680 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Trimble (TRMB) for Q4 2024, worth a combined $16.4B — up 15% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new TRMB positions and 44 closed out — a net gain of 71 holders — while 239 added to existing stakes and 225 trimmed.

The largest buyer was Boston Partners, adding an estimated $157M. The largest seller was Generation Investment Management, cutting an estimated $172M.

  • 680 institutional investors held Trimble (TRMB) as of Q4 2024, up from 618 in Q3 2024.
  • Funds reported $16.4B of Trimble stock for Q4 2024, up 15% quarter-over-quarter.
  • 115 funds opened new Trimble positions in Q4 2024 and 44 closed out, a net change of +71 holders.
  • The largest Trimble buyer in Q4 2024 was Boston Partners, an estimated $157M added.
  • The largest Trimble seller in Q4 2024 was Generation Investment Management, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2024.