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RWT

Redwood Trust
RWT

206 hedge funds and large institutions have $590M invested in Redwood Trust in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 87 increasing their positions, 62 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 62

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.15% less ownership

Funds ownership: 75.19% → 75.04% (-0.15%)

3% less capital invested

Capital invested by funds: $606M → $590M (-$15.9M)

6% less funds holding

Funds holding: 218 → 206 (-12)

38% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 29

84% less call options, than puts

Call options by funds: $2.11M | Put options by funds: $13.4M

Holders
206
Holders Change
-12
Holders Change %
-5.5%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
87
Reduced
62
Closed
29
Calls
$2.11M
Puts
$13.4M
Net Calls
-$11.3M
Net Calls Change
-$1.12M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$18.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.78M
3
Victory Capital Management
Victory Capital Management
Texas
+$1.69M
4
Goldman Sachs
Goldman Sachs
New York
+$1.67M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
CVA
Ceredex Value Advisors
Florida
-$8.98M
2
BlackRock
BlackRock
New York
-$5.52M
3
Citigroup
Citigroup
New York
-$3.59M
4
KCM
Kennedy Capital Management
Missouri
-$3.47M
5
Millennium Management
Millennium Management
New York
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
176
Golden State Wealth Management
California
$6.25K – – –
US Bancorp
177
US Bancorp
Minnesota
$5.51K -$2.88K -506 -35%
VCM
178
Versant Capital Management
Arizona
$4.89K -$886 -156 -16%
BIG
179
Brooklyn Investment Group
New York
$4.59K +$3.68K +648 +506%
PTC
180
Private Trust Company
Ohio
$4.44K – – –
FMP
181
Financial Management Professionals
Texas
$4.24K +$341 +60 +9%
WA
182
WPG Advisers
Maryland
$3.57K -$841 -148 -20%
AEPWM
183
Atlantic Edge Private Wealth Management
Florida
$3.55K – – –
Optiver Holding
184
Optiver Holding
Netherlands
$3.1K +$1.17K +206 +65%
C
185
Covestor
United Kingdom
$3K +$2.64K +464 +3,314%
UB
186
UMB Bank
Missouri
$2.2K +$114 +20 +6%
GWM
187
Geneos Wealth Management
Colorado
$2.09K +$966 +170 +93%
RIL
188
Rothschild Investment LLC
Illinois
$2.08K +$852 +150 +74%
GRP
189
Global Retirement Partners
California
$2.07K +$1.99K +351 New
FFA
190
Farther Finance Advisors
California
$1.71K +$1.43K +251 +661%
MA
191
Montag & Associates
Georgia
$1.47K -$279K -49,158 -99%
BIA
192
Bell Investment Advisors
California
$1.45K – – –
CIAM
193
Caitong International Asset Management
Hong Kong
$1.41K +$1.36K +239 New
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$1.38K +$159 +28 +14%
TWD
195
True Wealth Design
Ohio
$1.32K +$1.08K +191 +579%
AAP
196
Arax Advisory Partners
Colorado
$1.14K -$2.47K -434 -69%
MFT
197
Moisand Fitzgerald Tamayo
Florida
$1.08K – – –
Bessemer Group
198
Bessemer Group
New Jersey
$1K – – –
HCA
199
Harbor Capital Advisors
Illinois
$1K +$17 +3 +2%
ADL
200
Asset Dedication LLC
California
$591 – – –
6 7
8
9 10

RWT Hedge Fund Activity: Q2 2025 in Review

206 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Redwood Trust (RWT) for Q2 2025, worth a combined $590M — down 2.6% from $606M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of RWT and 18 opened new positions — a net loss of 11 holders — while 62 trimmed existing stakes and 87 added.

The largest buyer was Wellington Management Group, adding an estimated $18.5M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $8.98M sold.

  • 206 institutional investors held Redwood Trust (RWT) as of Q2 2025, down from 218 in Q1 2025.
  • Funds reported $590M of Redwood Trust stock for Q2 2025, down 2.6% quarter-over-quarter.
  • 18 funds opened new Redwood Trust positions in Q2 2025 and 29 closed out, a net change of -11 holders.
  • The largest Redwood Trust buyer in Q2 2025 was Wellington Management Group, an estimated $18.5M added.
  • The largest Redwood Trust seller in Q2 2025 was Ceredex Value Advisors, an estimated $8.98M sold.

Based on aggregated 13F filings for Q2 2025.