Bridgewater Associates Portfolio holdings
Bridgewater Associates, founded in 1975 by Ray Dalio in New York and now headquartered in Westport, Connecticut, is the world’s largest hedge fund, managing over $125 billion in assets as of late 2024, serving institutional clients like pension funds, endowments, and sovereign wealth funds. Known for its pioneering "Pure Alpha" and "All Weather" strategies, the firm uses a systematic, macroeconomic approach to deliver uncorrelated returns and risk parity across global markets, including equities, bonds, currencies, and commodities, guided by rigorous data analysis and radical transparency. Dalio, who stepped down as co-CIO in 2022, built a unique culture of "radical truth" and "thoughtful disagreement," documented in his book *Principles*, though the firm transitioned leadership to co-CEOs Nir Bar Dea and Mark Bertolini in 2023 amid succession planning. With around 1,300 employees and a history of navigating crises like 2008 with gains, Bridgewater remains a titan in alternative investments, blending intellectual rigor with a distinctive, often polarizing management philosophy.
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$146M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$96.8M |
| 3 |
HP
HPQ
|
$17.5M |
| 4 |
IBM
IBM
|
$16.8M |
| 5 |
Micron Technology
MU
|
$13.6M |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$294M |
| 2 |
F5
FFIV
|
$22.6M |
| 3 |
ANDV
Andeavor
ANDV
|
$20.1M |
| 4 |
Franklin Resources
BEN
|
$18.3M |
| 5 |
Cognizant
CTSH
|
$17.9M |
Sector Composition
| 1 | Technology | 2.18% |
| 2 | Energy | 1.76% |
| 3 | Healthcare | 1.18% |
| 4 | Consumer Discretionary | 1.12% |
| 5 | Materials | 0.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Aflac
AFL
$57.2B
| $4.38M | 0.04% | 70,648 +8,500 | +14% | +$527K |
|
102
Wells Fargo
WFC
$263B
| $4.38M | 0.04% | 105,981 +20,100 | +23% | +$831K |
|
103
JPMorgan Chase
JPM
$829B
| $4.33M | 0.04% | 83,742 +18,400 | +28% | +$951K |
|
104
Wheaton Precious Metals
WPM
$45.6B
| $4.31M | 0.04% | 173,800 -24,500 | -12% | -$607K |
|
105
Cigna
CI
$80.3B
| $4.29M | 0.04% | 55,781 +24,700 | +79% | +$1.9M |
|
106
Ovintiv
OVV
$10.8B
| $4.28M | 0.04% | 247,100 -53,600 | -18% | -$928K |
|
107
Eastman Chemical
EMN
$8.08B
| $4.23M | 0.04% | +54,287 | New | +$4.23M |
|
|
TLM
108
DELISTED
TALISMAN ENERGY INC
TLM
| $4.19M | 0.04% | 364,600 -35,000 | -9% | -$403K |
|
|
GAP
109
The Gap, Inc.
GAP
$8.21B
| $4.14M | 0.03% | 102,778 +21,100 | +26% | +$850K |
|
110
Citigroup
C
$178B
| $4.14M | 0.03% | 85,322 +8,800 | +11% | +$427K |
|
111
Freeport-McMoran
FCX
$63.7B
| $4.1M | 0.03% | 123,900 -68,985 | -36% | -$2.28M |
|
112
APA Corp
APA
$8.31B
| $4.1M | 0.03% | 48,100 -2,600 | -5% | -$221K |
|
113
Devon Energy
DVN
$22.9B
| $4.09M | 0.03% | 70,838 +17,638 | +33% | +$1.02M |
|
|
LO
114
DELISTED
LORILLARD INC COM STK
LO
| $4.09M | 0.03% | 91,261 -50,859 | -36% | -$2.28M |
|
|
115
F5
FFIV
$18B
| $4.06M | 0.03% | 47,272 -262,822 | -85% | -$22.6M |
|
116
Coca-Cola
KO
$297B
| $4.03M | 0.03% | 106,474 -319,726 | -75% | -$12.1M |
|
117
Abbott
ABT
$231B
| $3.94M | 0.03% | +118,700 | New | +$3.94M |
|
118
Cardinal Health
CAH
$35.5B
| $3.93M | 0.03% | 75,346 +29,000 | +63% | +$1.51M |
|
|
DNR
119
DELISTED
Denbury Resources, Inc.
DNR
| $3.9M | 0.03% | 211,794 +162,200 | +327% | +$2.99M |
|
|
BRCM
120
DELISTED
BROADCOM CORP CL-A
BRCM
| $3.74M | 0.03% | 143,791 -122,600 | -46% | -$3.19M |
|
121
Bank of America
BAC
$376B
| $3.71M | 0.03% | 268,891 +59,800 | +29% | +$825K |
|
122
Kinross Gold
KGC
$25.5B
| $3.62M | 0.03% | 716,800 +14,200 | +2% | +$71.7K |
|
123
Labcorp
LH
$23.1B
| $3.55M | 0.03% | 35,817 +7,917 | +28% | +$785K |
|
124
Wolfspeed
WOLF
$194M
| $3.54M | 0.03% | +58,879 | New | +$3.54M |
|
125
Bread Financial
BFH
$3.09B
| $3.44M | 0.03% | +16,274 | New | +$3.44M |
|