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Tidewater

326 hedge funds and large institutions have $2.7B invested in Tidewater in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 118 increasing their positions, 96 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 44

23% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 96

16% more capital invested

Capital invested by funds: $2.34B → $2.7B (+$366M)

7% more funds holding

Funds holding: 306326 (+20)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.05% less ownership

Funds ownership: 102.42%102.38% (-0.05%)

35% less call options, than puts

Call options by funds: $51.7M | Put options by funds: $79.6M

Holders
326
Holders Change
+20
Holders Change %
+6.54%
% of All Funds
4.28%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
68
Increased
118
Reduced
96
Closed
44
Calls
$51.7M
Puts
$79.6M
Net Calls
-$27.9M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
276
Advisornet Financial
Minnesota
$15.3K +$5.15K +94 +49%
SL
277
Salomon & Ludwin
Virginia
$13.1K +$13.5K +246 New
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$12.5K +$1.15K +21 +10%
Optiver Holding
279
Optiver Holding
Netherlands
$10.7K +$2.3K +42 +26%
BWL
280
Bogart Wealth LLC
Virginia
$10.7K -$38.4K -700 -78%
OP
281
ORG Partners
Indiana
$10.7K
AF
282
Allworth Financial
California
$10.5K +$1.26K +23 +13%
UB
283
UMB Bank
Missouri
$9.55K +$2.69K +49 +38%
WANY
284
Wealthspire Advisors (New York)
New York
$8.53K +$8.77K +160 New
CIBC Private Wealth Group
285
CIBC Private Wealth Group
Georgia
$8.05K
LFG
286
Larson Financial Group
Missouri
$7.73K +$219 +4 +3%
MA
287
Montag & Associates
Georgia
$6.93K -$844K -15,398 -99%
RFP
288
Root Financial Partners
California
$6.45K +$6.63K +121 New
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$5.6K +$4.22K +77 +275%
BG
290
Bollard Group
Massachusetts
$5K -$5.48K -100 -50%
PWMG
291
Private Wealth Management Group
New Jersey
$4.91K
WSFS
292
Wilmington Savings Fund Society
Delaware
$4.85K +$4.99K +91 New
RIL
293
Rothschild Investment LLC
Illinois
$4.27K -$1.1K -20 -20%
CIAM
294
Caitong International Asset Management
Hong Kong
$3.31K -$13K -237 -79%
DWM
295
Dogwood Wealth Management
Kansas
$3.09K +$3.18K +58 New
CFD
296
Creative Financial Designs
Indiana
$2.67K
WTA
297
Washington Trust Advisors
Massachusetts
$2.51K
AssetMark Inc
298
AssetMark Inc
California
$2.03K -$274 -5 -12%
HWM
299
Hemington Wealth Management
Virginia
$2K +$2.41K +44 +1,467%
HWA
300
HHM Wealth Advisors
Tennessee
$1.92K +$1.97K +36 New