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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
IHWM
651
Iron Horse Wealth Management
Iowa
$2.47K
YAL
652
Your Advocates Ltd
Texas
$2.4K
GRP
653
Global Retirement Partners
California
$2.33K +$408 +6 +22%
DSC
654
Duncker Streett & Co
Missouri
$2.12K
SWA
655
SOA Wealth Advisors
New York
$1.98K
DPW
656
DiNuzzo Private Wealth
Pennsylvania
$1.55K
SIC
657
SJS Investment Consulting
Ohio
$1.48K -$204 -3 -13%
CSWM
658
Cassady Schiller Wealth Management
Ohio
$1.48K +$1.43K +21 New
AWM
659
Avior Wealth Management
Nebraska
$1.13K -$680 -10 -38%
CMBA
660
C.M. Bidwell & Associates
Hawaii
$1.06K
RCM
661
Raleigh Capital Management
North Carolina
$1.06K
HWA
662
HHM Wealth Advisors
Tennessee
$990 +$952 +14 New
CWP
663
Clark Wealth Partners
Illinois
$848 +$816 +12 New
PTC
664
Private Trust Company
Ohio
$777
CA
665
Clearstead Advisors
Ohio
$707
FIM
666
FWL Investment Management
Texas
$707
CSC
667
Caldwell Sutter Capital
California
$636
PWA
668
Principia Wealth Advisory
Texas
$636 +$612 +9 New
GFPC
669
Global Financial Private Client
Florida
$565 +$544 +8 New
CA
670
Continuum Advisory
Idaho
$495
WWM
671
Wolff Wiese Magana
California
$354
BFPW
672
BOK Financial Private Wealth
Colorado
$354 +$340 +5 New
PWM
673
Parkworth Wealth Management
California
$353 +$340 +5 New
WW
674
Winnow Wealth
Texas
$320 +$340 +5 New
AA
675
Ancora Advisors
Ohio
$283

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.