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RWT

Redwood Trust

213 hedge funds and large institutions have $537M invested in Redwood Trust in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

4% more funds holding

Funds holding: 204213 (+9)

1.65% more ownership

Funds ownership: 75.05%76.7% (+1.6%)

4% less capital invested

Capital invested by funds: $562M → $537M (-$24.2M)

7% less call options, than puts

Call options by funds: $519K | Put options by funds: $559K

31% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 87

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
213
Holders Change
+9
Holders Change %
+4.41%
% of All Funds
2.59%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
34
Increased
60
Reduced
87
Closed
24
Calls
$519K
Puts
$559K
Net Calls
-$40K
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$5.93K -$352 -64 -6%
GSWM
177
Golden State Wealth Management
California
$5.85K
US Bancorp
178
US Bancorp
Minnesota
$5K
AAP
179
Arax Advisory Partners
Colorado
$4.76K -$47K -8,558 -91%
SPIA
180
Steward Partners Investment Advisory
New York
$4.61K -$2.4K -436 -34%
WETS
181
Wealth Enhancement Trust Services
South Dakota
$4.42K +$4.4K +800 New
Los Angeles Capital Management
182
Los Angeles Capital Management
California
$3.69K +$3.8K +692 New
EWA
183
EverSource Wealth Advisors
Alabama
$3.69K -$2.46K -448 -40%
AEPWM
184
Atlantic Edge Private Wealth Management
Florida
$3.32K
UB
185
UMB Bank
Missouri
$2.82K -$5 -1 -0.2%
Optiver Holding
186
Optiver Holding
Netherlands
$2.79K -$583 -106 -17%
TCM
187
Triumph Capital Management
Colorado
$2.77K +$2.75K +500 New
SFG
188
Strive Financial Group
Indiana
$2.29K +$2.28K +415 New
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$2.09K +$198 +36 +11%
UBS AM
190
UBS AM
Illinois
$2.05K +$2.03K +370 New
HHCP
191
Hilton Head Capital Partners
South Carolina
$1.75K +$1.74K +316 New
WA
192
WPG Advisers
Maryland
$1.5K -$577 -105 -28%
BIA
193
Bell Investment Advisors
California
$1.35K
MCM
194
MAI Capital Management
Ohio
$1.27K -$21.4K -3,900 -94%
AF
195
Allworth Financial
California
$990 -$7.77K -1,414 -89%
SWM
196
Spire Wealth Management
Virginia
$924 +$918 +167 New
EP
197
Essential Partners
California
$868 +$264 +48 +44%
ADL
198
Asset Dedication LLC
California
$553
BGAI
199
Bruce G. Allen Investments
Colorado
$498 -$5 -1 -1%
BTI
200
Blue Trust Inc
Georgia
$498