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RWT

Redwood Trust
RWT

218 hedge funds and large institutions have $606M invested in Redwood Trust in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

4% more funds holding

Funds holding: 210 → 218 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.14% less ownership

Funds ownership: 76.32% → 75.19% (-1.1%)

8% less capital invested

Capital invested by funds: $659M → $606M (-$52.9M)

13% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 79

82% less call options, than puts

Call options by funds: $2.27M | Put options by funds: $12.5M

Holders
218
Holders Change
+8
Holders Change %
+3.81%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
69
Reduced
79
Closed
15
Calls
$2.27M
Puts
$12.5M
Net Calls
-$10.2M
Net Calls Change
+$809K

Top Buyers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
+$4.21M
2
Jane Street
Jane Street
New York
+$2.13M
3
CVA
Ceredex Value Advisors
Florida
+$1.86M
4
Millennium Management
Millennium Management
New York
+$1.58M
5
Bank of America
Bank of America
North Carolina
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$6.38M
2
BlackRock
BlackRock
New York
-$3.23M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$3.08M
4
KCM
Kennedy Capital Management
Missouri
-$2.11M
5
ClearBridge Investments
ClearBridge Investments
New York
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
176
Wealth Preservation Advisors
Tennessee
$19.1K +$20.2K +3,150 New
QCG
177
Quadrant Capital Group
Ohio
$15.9K -$2.33K -364 -12%
SAM
178
Smartleaf Asset Management
Massachusetts
$15.6K -$83 -13 -0.5%
SCM
179
Sterling Capital Management
North Carolina
$13.8K -$394K -61,536 -96%
PMG
180
Private Management Group
California
$12K +$481 +75 +4%
NA
181
NewEdge Advisors
Louisiana
$11.3K – – –
PA
182
Parallel Advisors
California
$11.3K -$2.6K -405 -18%
Russell Investments Group
183
Russell Investments Group
United Kingdom
$11.1K +$5.08K +793 +76%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$10K -$1.17K -183 -10%
US Bancorp
185
US Bancorp
Minnesota
$8.73K – – –
Barrow, Hanley, Mewhinney & Strauss
186
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.68K – – –
LC
187
Lindbrook Capital
California
$8.64K -$2.99K -466 -25%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$7.84K -$3.52K -550 -30%
AF
189
Allworth Financial
California
$7.54K +$224 +35 +3%
S
190
SignatureFD
Georgia
$7.09K -$4.78K -745 -39%
GSWM
191
Golden State Wealth Management
California
$6.42K – – –
VCM
192
Versant Capital Management
Arizona
$5.97K +$500 +78 +9%
ACM
193
Aster Capital Management
United Arab Emirates
$4.86K +$4.67K +728 New
WA
194
WPG Advisers
Maryland
$4.57K +$1.66K +259 +53%
PTC
195
Private Trust Company
Ohio
$4.56K – – –
FMP
196
Financial Management Professionals
Texas
$3.99K +$641 +100 +18%
AAP
197
Arax Advisory Partners
Colorado
$3.8K +$4.01K +626 New
AEPWM
198
Atlantic Edge Private Wealth Management
Florida
$3.64K +$1.28K +200 +50%
GWM
199
Geneos Wealth Management
Colorado
$3.33K -$90 -14 -7%
UB
200
UMB Bank
Missouri
$2.14K -$372 -58 -14%
6 7
8
9 10

RWT Hedge Fund Activity: Q1 2025 in Review

218 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Redwood Trust (RWT) for Q1 2025, worth a combined $606M — down 8% from $659M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new RWT positions and 15 closed out — a net gain of 9 holders — while 69 added to existing stakes and 79 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $4.21M. The largest seller was Wellington Management Group, cutting an estimated $6.38M.

  • 218 institutional investors held Redwood Trust (RWT) as of Q1 2025, up from 210 in Q4 2024.
  • Funds reported $606M of Redwood Trust stock for Q1 2025, down 8% quarter-over-quarter.
  • 24 funds opened new Redwood Trust positions in Q1 2025 and 15 closed out, a net change of +9 holders.
  • The largest Redwood Trust buyer in Q1 2025 was LSV Asset Management, an estimated $4.21M added.
  • The largest Redwood Trust seller in Q1 2025 was Wellington Management Group, an estimated $6.38M sold.

Based on aggregated 13F filings for Q1 2025.