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Waters Corp
WAT

759 hedge funds and large institutions have $21.2B invested in Waters Corp in 2024 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 268 increasing their positions, 232 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 53

128% more call options, than puts

Call options by funds: $31.8M | Put options by funds: $14M

16% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 232

10% more funds holding

Funds holding: 693 → 759 (+66)

4% more capital invested

Capital invested by funds: $20.3B → $21.2B (+$851M)

0.88% more ownership

Funds ownership: 95.2% → 96.08% (+0.88%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
759
Holders Change
+66
Holders Change %
+9.52%
% of All Funds
10%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
131
Increased
268
Reduced
232
Closed
53
Calls
$31.8M
Puts
$14M
Net Calls
+$17.8M
Net Calls Change
-$15.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$215M
2
Millennium Management
Millennium Management
New York
+$110M
3
Marshall Wace
Marshall Wace
United Kingdom
+$90.3M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$77.7M
5
Morgan Stanley
Morgan Stanley
New York
+$76.8M

Top Sellers

1
VanEck Associates
VanEck Associates
New York
-$229M
2
GIM
Generation Investment Management
United Kingdom
-$101M
3
CIP
Champlain Investment Partners
Vermont
-$97.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$71.6M
5
JP Morgan Chase
JP Morgan Chase
New York
-$50.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
726
Cassady Schiller Wealth Management
Ohio
$2.23K +$2.19K +6 New
MA
727
Montag & Associates
Georgia
$1.95K – – –
LIM
728
Longfellow Investment Management
Massachusetts
$1.85K – – –
CIAS
729
CBIZ Investment Advisory Services
Ohio
$1.85K +$1.83K +5 New
Kayne Anderson Rudnick Investment Management
730
Kayne Anderson Rudnick Investment Management
California
$1.8K – – –
CPG
731
Cornerstone Planning Group
New Jersey
$1.66K +$366 +1 +33%
NL
732
NVWM LLC
Pennsylvania
$1.48K +$732 +2 +100%
NC
733
NewSquare Capital
Pennsylvania
$1.48K +$1.46K +4 New
CWA
734
Carolina Wealth Advisors
South Carolina
$1.11K – – –
VWA
735
Valued Wealth Advisors
Utah
$1.11K – – –
HCP
736
Hexagon Capital Partners
Arkansas
$1.11K +$1.1K +3 New
HWA
737
HHM Wealth Advisors
Tennessee
$1.11K +$1.1K +3 New
NRG
738
Nemes Rush Group
Michigan
$1.11K +$1.1K +3 New
WCM
739
WealthTrak Capital Management
Virginia
$1.11K +$1.1K +3 New
BAM
740
Bellevue Asset Management
Washington
$1.11K +$1.1K +3 New
Lazard Asset Management
741
Lazard Asset Management
New York
$1K -$1.83K -5 -63%
1IA
742
1620 Investment Advisors
Massachusetts
$879 – – –
GWM
743
Geneos Wealth Management
Colorado
$742 – – –
RAM
744
Riggs Asset Management
Pennsylvania
$742 – – –
PWA
745
Physician Wealth Advisors
Utah
$742 +$732 +2 New
PWA
746
Principia Wealth Advisory
Texas
$742 +$732 +2 New
WA
747
Whipplewood Advisors
Colorado
$742 +$732 +2 New
CAM
748
Chesapeake Asset Management
New York
$741 +$732 +2 New
WW
749
Winnow Wealth
Texas
$402 +$732 +2 New
AF
750
Advisornet Financial
Minnesota
$371 -$5.12K -14 -93%
28 29
30
31 32

WAT Hedge Fund Activity: Q4 2024 in Review

759 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Waters Corp (WAT) for Q4 2024, worth a combined $21.2B — up 4.2% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new WAT positions and 53 closed out — a net gain of 78 holders — while 268 added to existing stakes and 232 trimmed.

The largest buyer was BlackRock, adding an estimated $215M. The largest seller was VanEck Associates, cutting an estimated $229M.

  • 759 institutional investors held Waters Corp (WAT) as of Q4 2024, up from 693 in Q3 2024.
  • Funds reported $21.2B of Waters Corp stock for Q4 2024, up 4.2% quarter-over-quarter.
  • 131 funds opened new Waters Corp positions in Q4 2024 and 53 closed out, a net change of +78 holders.
  • The largest Waters Corp buyer in Q4 2024 was BlackRock, an estimated $215M added.
  • The largest Waters Corp seller in Q4 2024 was VanEck Associates, an estimated $229M sold.

Based on aggregated 13F filings for Q4 2024.