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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
TSWM
1601
Tyler-Stone Wealth Management
Ohio
-$39.8K -750 Closed
IWA
1602
IBEX Wealth Advisors
New Jersey
-$36.8K -693 Closed
GLR
1603
Great Lakes Retirement
Ohio
-$34.3K -647 Closed
CC
1604
Cultivar Capital
Texas
-$31.5K -594 Closed
SP
1605
SWS Partners
Ohio
-$31.4K -592 Closed
NFSG
1606
Newbridge Financial Services Group
Florida
-$18.2K -343 Closed
OWA
1607
Opal Wealth Advisors
New York
-$15.7K -295 Closed
CF
1608
Concorde Financial
Texas
-$15.5K -292 Closed
TCCM
1609
Timber Creek Capital Management
Massachusetts
-$15.3K -288 Closed
LIA
1610
Lynx Investment Advisory
District of Columbia
-$14.9K -282 Closed
GTAM
1611
Global Trust Asset Management
Florida
-$12.6K -238 Closed
KFS
1612
Kelly Financial Services
Massachusetts
-$12.1K -227 Closed
PP
1613
PFS Partners
New Jersey
-$10.6K -200 Closed
NOI
1614
Newton One Investments
Delaware
-$9.68K -182 Closed
BIM
1615
Breakwater Investment Management
Washington
-$8.6K -162 Closed
MFA
1616
McClarren Financial Advisors
Pennsylvania
-$5K -106 Closed
NC
1617
NewSquare Capital
Pennsylvania
-$5.04K -95 Closed
RCM
1618
Richardson Capital Management
Wisconsin
-$2.98K -56 Closed
RWA
1619
Redmont Wealth Advisors
Illinois
-$2.39K -45 Closed
UWS
1620
Unique Wealth Strategies
Illinois
-$2.14K -37 Closed
DWA
1621
Delos Wealth Advisors
Texas
-$1.86K -35 Closed
IWP
1622
IAG Wealth Partners
Wisconsin
-$1.8K -34 Closed
VAG
1623
VisionPoint Advisory Group
Texas
-$1.43K -27 Closed
UFF
1624
USA Financial Formulas
Michigan
-$1.33K -25 Closed
CWM
1625
CarsonAllaria Wealth Management
Illinois
-$1.17K -22 Closed

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.