Atria Investments, Inc

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 1,890
Total Value: 7801542594
Accession Number: 0001535865-25-000009
Form Type: 13F-HR
CIK: 0001535865
Manager Name: Atria Investments, Inc

Data Enrichment

70% identified

1,322 identified568 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,890 positions • $7,801,542.594K total value

1,890 positions

Manager:

SEC FilingSEC DataHachi Filing

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381430529

179711(+28.4%)

Value:

$18.0B(+28.8%)

69374H881

325640(-9.5%)

Value:

$17.8B(-12.2%)

464285204

300806(+137.8%)

Value:

$17.7B(+183.2%)

464287721

125630(+12.3%)

Value:

$17.6B(-1.1%)

ServiceNow, Inc.

NOW|81762P102

21863(-12.6%)

Value:

$17.4B(-34.4%)

464287663

IUSV|464287663

184185(+3.5%)

Value:

$17.0B(+3.2%)

SHOPIFY INC.

SHOP|82509L107

177520(+5.2%)

Value:

$16.9B(-5.6%)

TJX COMPANIES INC /DE/

TJX|872540109

139040(-9.5%)

Value:

$16.9B(-8.8%)

464288588

179105(+2.5%)

Value:

$16.8B(+4.8%)

92189F486

656105(+7267.0%)

Value:

$16.8B(+7295.9%)

464288653

160630(+196.1%)

Value:

$16.7B(+208.6%)

Merck & Co., Inc.

MRK|58933Y105

185461(-21.0%)

Value:

$16.6B(-28.7%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

366926(+1.2%)

Value:

$16.6B(+14.8%)

Walt Disney Co

DIS|254687106

168620(+5.6%)

Value:

$16.6B(-6.4%)

WELLS FARGO & COMPANY/MN

WFC|949746101

229099(+3.5%)

Value:

$16.4B(+5.8%)

78464A474

546217(+46.5%)

Value:

$16.4B(+47.7%)

81369Y803

XLK|81369Y803

79329(-23.6%)

Value:

$16.4B(-32.2%)

INTUITIVE SURGICAL INC

ISRG|46120E602

33008(-6.4%)

Value:

$16.3B(-11.2%)

CITIGROUP INC

C|172967424

228731(-4.3%)

Value:

$16.2B(-3.5%)

46434G764

EMXC|46434G764

293887(-20.3%)

Value:

$16.2B(-20.8%)

Instrument	Shares		Other Manager	Value
(cusip381430529)✕	179.7K	QoQ +28.44% (+39.8K) YoY +10.76% (+17.5K)	All Managers (Combined)	$18.0M	QoQ +28.77% (+$4.0M) YoY +9.98% (+$1.6M)
(cusip69374H881)✕	325.6K	QoQ -9.49% (-34.1K) YoY +124.66% (+180.7K)	All Managers (Combined)	$17.8M	QoQ -12.24% (-$2.5M) YoY +111.71% (+$9.4M)
(cusip464285204)✕	300.8K	QoQ +137.84% (+174.3K) YoY +282.10% (+222.1K)	All Managers (Combined)	$17.7M	QoQ +183.24% (+$11.5M) YoY +436.28% (+$14.4M)
(cusip464287721)✕	125.6K	QoQ +12.35% (-13.8K) YoY -9.07% (-12.5K)	All Managers (Combined)	$17.6M	QoQ -1.08% (-$193.0K) YoY -5.45% (-$1.0M)
Servicenow, Inc.(NOWcusip81762P102)	21.9K	QoQ -12.63% (-3.2K) YoY -12.99% (-3.3K)	All Managers (Combined)	$17.4M	QoQ -34.39% (-$9.1M) YoY -9.14% (-$1.8M)
(IUSVcusip464287663)	184.2K	QoQ +3.51% (+6.3K) YoY -58.53% (-260.0K)	All Managers (Combined)	$17.0M	QoQ +3.18% (+$524.6K) YoY -57.68% (-$23.2M)
Shopify Inc.(SHOPcusip82509L107)	177.5K	QoQ +5.15% (-8.7K) YoY +134.66% (+101.9K)	All Managers (Combined)	$16.9M	QoQ -5.57% (-$1.0M) YoY +190.34% (+$11.1M)
Tjx Companies Inc /De/(TJXcusip872540109)	139.0K	QoQ -9.50% (-14.6K) YoY +5.15% (+6.8K)	All Managers (Combined)	$16.9M	QoQ -8.76% (-$1.6M) YoY +26.35% (+$3.5M)
(cusip464288588)✕	179.1K	QoQ +2.48% (+4.3K) YoY -7.43% (-14.4K)	All Managers (Combined)	$16.8M	QoQ +4.82% (+$773.6K) YoY -6.07% (-$1.1M)
(cusip92189F486)✕	656.1K	QoQ +7266.99% (+647.2K) YoY NEW(+656.1K)	All Managers (Combined)	$16.8M	QoQ +7295.93% (+$16.5M) YoY NEW(+$16.8M)
(cusip464288653)✕	160.6K	QoQ +196.08% (+106.4K) YoY +166.14% (+100.3K)	All Managers (Combined)	$16.7M	QoQ +208.60% (+$11.3M) YoY +162.90% (+$10.3M)
Merck & Co., Inc.(MRKcusip58933Y105)	185.5K	QoQ -21.00% (-49.3K) YoY -31.77% (-86.4K)	All Managers (Combined)	$16.6M	QoQ -28.72% (-$6.7M) YoY -53.58% (-$19.2M)
Verizon Communications Inc(VZcusip92343V104)	366.9K	QoQ +1.22% (+4.4K) YoY -5.43% (-21.1K)	All Managers (Combined)	$16.6M	QoQ +14.81% (+$2.1M) YoY +2.22% (-$362.4K)
Walt Disney Co(DIScusip254687106)	168.6K	QoQ +5.62% (-9.0K) YoY +9.11% (-14.1K)	All Managers (Combined)	$16.6M	QoQ -6.37% (-$1.1M) YoY -12.01% (-$2.3M)
Wells Fargo & Company/Mn(WFCcusip949746101)	229.1K	QoQ +3.50% (+7.8K) YoY -11.48% (-29.7K)	All Managers (Combined)	$16.4M	QoQ +5.78% (+$899.5K) YoY +9.64% (-$1.4M)
(cusip78464A474)✕	546.2K	QoQ +46.52% (+173.4K) YoY +106.04% (+281.1K)	All Managers (Combined)	$16.4M	QoQ +47.70% (+$5.3M) YoY +108.32% (+$8.5M)
(XLKcusip81369Y803)	79.3K	QoQ -23.60% (-24.5K) YoY -6.39% (-5.4K)	All Managers (Combined)	$16.4M	QoQ -32.16% (-$7.8M) YoY -7.20% (-$1.3M)
Intuitive Surgical Inc(ISRGcusip46120E602)	33.0K	QoQ -6.43% (-2.3K) YoY -14.65% (-5.7K)	All Managers (Combined)	$16.3M	QoQ -11.21% (-$2.1M) YoY +5.91% (-$912.6K)
Citigroup Inc(Ccusip172967424)	228.7K	QoQ -4.30% (-10.3K) YoY -9.01% (-22.7K)	All Managers (Combined)	$16.2M	QoQ -3.49% (-$587.8K) YoY +2.13% (-$339.9K)
(EMXCcusip46434G764)	293.9K	QoQ -20.27% (-74.7K) YoY +12.81% (+33.4K)	All Managers (Combined)	$16.2M	QoQ -20.79% (-$4.3M) YoY +7.95% (+$1.2M)