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RWT

Redwood Trust

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: 210218 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$136M -$3.23M -504,074 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$86.8M -$3.08M -479,825 -3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$63M -$6.38M -994,780 -9%
State Street
4
State Street
Massachusetts
$32M -$1.15M -179,055 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$18.8M +$449K +70,018 +2%
Boston Partners
6
Boston Partners
Massachusetts
$16.2M -$66.3K -10,346 -0.4%
Capital World Investors
7
Capital World Investors
California
$15.6M
Balyasny Asset Management
8
Balyasny Asset Management
Illinois
$12.5M +$379K +59,187 +3%
Mirae Asset Global ETFs Holdings
9
Mirae Asset Global ETFs Holdings
Hong Kong
$11.1M +$697K +108,750 +6%
Invesco
10
Invesco
Georgia
$11M -$1.23M -191,404 -10%
LSV Asset Management
11
LSV Asset Management
Illinois
$10.8M +$4.21M +657,141 +59%
Raymond James Financial
12
Raymond James Financial
Florida
$10.1M +$891K +139,022 +9%
Northern Trust
13
Northern Trust
Illinois
$9.3M -$238K -37,059 -2%
Goldman Sachs
14
Goldman Sachs
New York
$9.1M -$1.58M -246,270 -14%
ClearBridge Investments
15
ClearBridge Investments
New York
$9.05M -$2M -312,478 -17%
CVA
16
Ceredex Value Advisors
Florida
$8.98M +$1.86M +289,900 +24%
Charles Schwab
17
Charles Schwab
California
$8.79M +$234K +36,547 +3%
Morgan Stanley
18
Morgan Stanley
New York
$7.47M +$62.9K +9,810 +0.8%
ECM
19
Evergreen Capital Management
Washington
$7.04M -$484K -75,432 -6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$6.53M +$466K +72,765 +7%
VanEck Associates
21
VanEck Associates
New York
$5.95M -$672K -104,810 -10%
PCM
22
Peregrine Capital Management
Minnesota
$5.53M +$490K +76,508 +9%
Citigroup
23
Citigroup
New York
$4.55M +$400K +62,362 +9%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$4.24M -$423K -65,968 -9%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.01M +$119K +18,499 +3%

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.