We are live on ! Find out more

1,419 hedge funds and large institutions have $19.1B invested in Dow Inc in 2024 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 416 increasing their positions, 642 reducing their positions, and 233 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less call options, than puts

Call options by funds: $564M | Put options by funds: $611M

1.73% less ownership

Funds ownership: 69.08%67.34% (-1.7%)

5% less funds holding

Funds holding: 1,4911,419 (-72)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

18% less first-time investments, than exits

New positions opened: 192 | Existing positions closed: 233

27% less capital invested

Capital invested by funds: $26.3B → $19.1B (-$7.13B)

35% less repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 642

Holders
1,419
Holders Change
-72
Holders Change %
-4.83%
% of All Funds
18.69%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
192
Increased
416
Reduced
642
Closed
233
Calls
$564M
Puts
$611M
Net Calls
-$47M
Net Calls Change
-$98.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
926
Exencial Wealth Advisors
Oklahoma
$276K -$8.77K -188 -3%
TA
927
TrueWealth Advisors
Alabama
$275K +$55.1K +1,182 +21%
GIA
928
Gladstone Institutional Advisory
Florida
$275K -$12.3K -263 -4%
WAP
929
Wealthcare Advisory Partners
Pennsylvania
$275K -$1.68K -36 -0.5%
MMG
930
Monetary Management Group
Missouri
$275K +$23.3K +500 +8%
HT
931
Heritage Trust
Oklahoma
$274K +$319K +6,836 New
AC
932
Avestar Capital
New York
$274K +$37.8K +811 +13%
MWM
933
Mission Wealth Management
California
$268K -$98.8K -2,117 -24%
BCP
934
Blue Chip Partners
Michigan
$268K -$10.8K -231 -3%
CC
935
Centiva Capital
New York
$267K -$948K -20,322 -75%
RMDI
936
R.M. Davis Inc
Maine
$265K -$39.8K -852 -11%
RA
937
RFG Advisory
Alabama
$264K +$39.9K +855 +15%
SRC
938
Shufro Rose & Co
New York
$262K +$44.4K +952 +17%
PL
939
Parthenon LLC
Kentucky
$261K
LS
940
Livforsakringsbolaget Skandia
Sweden
$260K
CAG
941
Crestwood Advisors Group
Massachusetts
$259K +$105K +2,243 +53%
CCM
942
Chickasaw Capital Management
Tennessee
$258K -$15.5K -333 -5%
SQA
943
Simon Quick Advisors
New Jersey
$258K +$300K +6,423 New
LOPW
944
Live Oak Private Wealth
North Carolina
$256K +$19.1K +409 +7%
CCG
945
Coastwise Capital Group
California
$255K +$84K +1,800 +39%
CC
946
Courier Capital
New York
$255K -$45.3K -970 -13%
PFSC
947
Peoples Financial Services Corp
Pennsylvania
$255K -$8.49K -182 -3%
FUBT
948
First United Bank & Trust
Maryland
$255K -$165K -3,527 -36%
GSIAS
949
Garden State Investment Advisory Services
New Jersey
$255K +$14.4K +309 +5%
CC
950
Cadinha & Co
Hawaii
$255K -$103K -2,200 -26%

DOW Hedge Fund Activity: Q4 2024 in Review

1,419 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q4 2024, worth a combined $19.1B — down 27% from $26.3B a quarter earlier.

Sellers outnumbered buyers: 233 funds closed out of DOW and 192 opened new positions — a net loss of 41 holders — while 642 trimmed existing stakes and 416 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $291M. The largest seller was JP Morgan Chase, cutting an estimated $491M.

  • 1,419 institutional investors held Dow Inc (DOW) as of Q4 2024, down from 1,491 in Q3 2024.
  • Funds reported $19.1B of Dow Inc stock for Q4 2024, down 27% quarter-over-quarter.
  • 192 funds opened new Dow Inc positions in Q4 2024 and 233 closed out, a net change of -41 holders.
  • The largest Dow Inc buyer in Q4 2024 was Capital Research Global Investors, an estimated $291M added.
  • The largest Dow Inc seller in Q4 2024 was JP Morgan Chase, an estimated $491M sold.

Based on aggregated 13F filings for Q4 2024.