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1,491 hedge funds and large institutions have $26.3B invested in Dow Inc in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 515 increasing their positions, 644 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $658M | Put options by funds: $607M

3% more capital invested

Capital invested by funds: $25.4B → $26.3B (+$838M)

0.88% more ownership

Funds ownership: 68.2%69.08% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3% less funds holding

Funds holding: 1,5451,491 (-54)

20% less repeat investments, than reductions

Existing positions increased: 515 | Existing positions reduced: 644

29% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 133

Holders
1,491
Holders Change
-54
Holders Change %
-3.5%
% of All Funds
21.41%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
94
Increased
515
Reduced
644
Closed
133
Calls
$658M
Puts
$607M
Net Calls
+$51.2M
Net Calls Change
-$38M
Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
1326
Householder Group Estate & Retirement Specialist
Arizona
$32K +$158 +3 +0.5%
NMM
1327
Naples Money Management
Florida
$32K -$7.92K -150 -20%
AW
1328
Avion Wealth
Texas
$31K -$2.32K -44 -7%
IWMWV
1329
Ironwood Wealth Management (West Virginia)
West Virginia
$30.5K
FFO
1330
Fortitude Family Office
Arizona
$30.4K +$14.5K +275 +98%
LWANC
1331
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.2K -$52.6K -996 -64%
CH
1332
Canton Hathaway
Rhode Island
$30K
TC
1333
Trust Company
Kansas
$29.8K
OLVIG
1334
Oliver Lagore Vanvalin Investment Group
Michigan
$29.2K -$26.4K -500 -48%
BGAI
1335
Bruce G. Allen Investments
Colorado
$27.7K -$7.13K -135 -21%
BAM
1336
Bellevue Asset Management
Washington
$27.4K
SWM
1337
Sanctuary Wealth Management
Idaho
$27.4K
MSFP
1338
Mark Sheptoff Financial Planning
Connecticut
$27.3K
RFG
1339
REAP Financial Group
Texas
$27K +$3.38K +64 +15%
CMA
1340
Cedar Mountain Advisors
Oregon
$26.3K +$370 +7 +1%
AssetMark Inc
1341
AssetMark Inc
California
$26.1K +$10.8K +204 +74%
HWA
1342
Heritage Wealth Advisors
Virginia
$24.6K -$10.2K -193 -30%
MA
1343
Montag & Associates
Georgia
$23.9K -$19K -360 -45%
MCM
1344
MV Capital Management
Maryland
$23.9K -$1.53K -29 -6%
TCA
1345
Trifecta Capital Advisors
Illinois
$23.8K -$1.32K -25 -5%
CAL
1346
Capital Analysts LLC
Pennsylvania
$23K +$106 +2 +0.5%
FWA
1347
FSC Wealth Advisors
New York
$22.8K +$106 +2 +0.5%
NRG
1348
Nemes Rush Group
Michigan
$22.8K -$53 -1 -0.3%
MAM
1349
Meeder Asset Management
Ohio
$22.7K -$317 -6 -1%
FP
1350
Financial Perspectives
Minnesota
$22.4K

DOW Hedge Fund Activity: Q3 2024 in Review

1,491 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dow Inc (DOW) for Q3 2024, worth a combined $26.3B — up 3.3% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of DOW and 94 opened new positions — a net loss of 39 holders — while 644 trimmed existing stakes and 515 added.

The largest buyer was Invesco, adding an estimated $126M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $112M sold.

  • 1,491 institutional investors held Dow Inc (DOW) as of Q3 2024, down from 1,545 in Q2 2024.
  • Funds reported $26.3B of Dow Inc stock for Q3 2024, up 3.3% quarter-over-quarter.
  • 94 funds opened new Dow Inc positions in Q3 2024 and 133 closed out, a net change of -39 holders.
  • The largest Dow Inc buyer in Q3 2024 was Invesco, an estimated $126M added.
  • The largest Dow Inc seller in Q3 2024 was Qube Research & Technologies (QRT), an estimated $112M sold.

Based on aggregated 13F filings for Q3 2024.