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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
APW
1351
Aventura Private Wealth
Florida
$4.05K +$4.71K +101 New
PCWA
1352
Pacific Capital Wealth Advisors
California
$4.01K
WTFG
1353
Wood Tarver Financial Group
Idaho
$4K +$5.41K +116 New
AP
1354
Aspect Partners
Virginia
$3.89K -$3.73K -80 -45%
MLA
1355
MB, Levis & Associates
Pennsylvania
$3.61K +$4.2K +90 New
LWA
1356
Lowe Wealth Advisors
Maryland
$3.41K +$3.31K +71 +507%
SFA
1357
Semmax Financial Advisors
North Carolina
$3.33K +$93 +2 +2%
SIM
1358
Synergy Investment Management
Florida
$3.17K +$3.69K +79 New
SO
1359
Sierra Ocean
California
$3.02K +$3.5K +75 New
PC
1360
Promus Capital
Illinois
$2.97K +$3.45K +74 New
VWA
1361
Valued Wealth Advisors
Utah
$2.86K -$4.43K -95 -57%
HWP
1362
Highline Wealth Partners
California
$2.86K +$1.96K +42 +145%
PCFFS
1363
Pacific Center for Financial Services
California
$2.73K
IRAG
1364
Investment Research & Advisory Group
Georgia
$2.65K
FFA
1365
Fairfield Financial Advisors
Massachusetts
$2.61K
KBFS
1366
Kohmann Bosshard Financial Services
Ohio
$2.57K +$2.99K +64 New
NC
1367
NewSquare Capital
Pennsylvania
$2.57K +$2.99K +64 New
AWM
1368
Accredited Wealth Management
Kentucky
$2.24K +$2.61K +56 New
BFS
1369
Burkett Financial Services
South Carolina
$2.22K +$47 +1 +2%
EAM
1370
Eukles Asset Management
Ohio
$2.21K
T
1371
Tidemark
California
$2.13K
CWP
1372
Clark Wealth Partners
Illinois
$2.09K +$2.43K +52 New
CMA
1373
Cedar Mountain Advisors
Oregon
$2.07K -$20.1K -430 -89%
PA
1374
Pineridge Advisors
Missouri
$2.05K
WCM
1375
Winthrop Capital Management
Indiana
$2K +$2.33K +50 New

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.