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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
MAM
301
Meeder Asset Management
Ohio
$1.71K +$1.75K +32 New
SAM
302
Smartleaf Asset Management
Massachusetts
$1.67K +$1.1K +20 +182%
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$1.6K
CT
304
Clearstead Trust
Maine
$1.33K
CAL
305
Capital Advisors Ltd
Ohio
$1K
PS
306
Principal Securities
Iowa
$960
Jones Financial Companies
307
Jones Financial Companies
Missouri
$806
CFO
308
CVA Family Office
Colorado
$800
HNB
309
Huntington National Bank
Ohio
$640
JWA
310
JFS Wealth Advisors
Pennsylvania
$640 +$548 +10 +500%
AA
311
Ancora Advisors
Ohio
$587
BGAI
312
Bruce G. Allen Investments
Colorado
$587 +$110 +2 +22%
FFO
313
Fortitude Family Office
Arizona
$587 +$329 +6 +120%
ASN
314
Advisory Services Network
Georgia
$480 +$493 +9 New
EP
315
Essential Partners
California
$373
VCM
316
Versant Capital Management
Arizona
$320
BHWM
317
Bay Harbor Wealth Management
Maryland
$266 +$219 +4 +400%
SIC
318
SJS Investment Consulting
Ohio
$214 +$164 +3 +300%
HIA
319
HFM Investment Advisors
New Jersey
$213 +$164 +3 +300%
AWM
320
Abound Wealth Management
Tennessee
$160
RWM
321
Rialto Wealth Management
New York
$160 +$110 +2 +200%
GRP
322
Global Retirement Partners
California
$107 +$110 +2 New
DPW
323
DiNuzzo Private Wealth
Pennsylvania
$61
TWD
324
True Wealth Design
Ohio
$54 +$55 +1 New
CMA
325
Cedar Mountain Advisors
Oregon
$53 +$55 +1 New