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RWT

Redwood Trust

236 hedge funds and large institutions have $509M invested in Redwood Trust in 2026 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 79 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 19

14% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 69

11% more funds holding

Funds holding: 213236 (+23)

4.09% less ownership

Funds ownership: 76.7%72.61% (-4.1%)

5% less capital invested

Capital invested by funds: $537M → $509M (-$28.4M)

43% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $2.45M

Holders
236
Holders Change
+23
Holders Change %
+10.8%
% of All Funds
2.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
48
Increased
79
Reduced
69
Closed
19
Calls
$1.39M
Puts
$2.45M
Net Calls
-$1.06M
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$4.84K +$162 +28 +3%
WETS
202
Wealth Enhancement Trust Services
South Dakota
$4.49K
QL
203
Quarry LP
New York
$3.62K +$3.75K +646 New
AEPWM
204
Atlantic Edge Private Wealth Management
Florida
$3.37K
AF
205
Allworth Financial
California
$3.35K +$2.42K +418 +234%
UB
206
UMB Bank
Missouri
$2.96K +$104 +18 +4%
TCM
207
Triumph Capital Management
Colorado
$2.81K
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$2.72K +$620 +107 +28%
CFSG
209
Community Financial Services Group
Vermont
$2.62K +$2.7K +465 New
SAM
210
Smartleaf Asset Management
Massachusetts
$2.24K -$5.35K -923 -69%
TPWA
211
Twin Peaks Wealth Advisors
California
$2.21K +$2.28K +393 New
HHCP
212
Hilton Head Capital Partners
South Carolina
$1.77K -$6 -1 -0.3%
WA
213
WPG Advisers
Maryland
$1.53K
MCM
214
MAI Capital Management
Ohio
$1.41K +$122 +21 +9%
BIA
215
Bell Investment Advisors
California
$1.38K
KFAS
216
Keating Financial Advisory Services
Kansas
$1.03K +$835 +144 +360%
SWM
217
Spire Wealth Management
Virginia
$937
RIL
218
Rothschild Investment LLC
Illinois
$842 +$493 +85 +131%
EP
219
Essential Partners
California
$718 -$168 -29 -18%
CIAM
220
Caitong International Asset Management
Hong Kong
$651 +$673 +116 New
ZBNA
221
Zions Bancorporation, National Association
Utah
$640 +$661 +114 New
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$617 +$336 +58 +112%
ADL
223
Asset Dedication LLC
California
$561
BGAI
224
Bruce G. Allen Investments
Colorado
$511 +$6 +1 +1%
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$443