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Tidewater

362 hedge funds and large institutions have $4.38B invested in Tidewater in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 136 increasing their positions, 100 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $83.6M | Put options by funds: $42.7M

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

76% more capital invested

Capital invested by funds: $2.49B → $4.38B (+$1.88B)

74% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 47

36% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 100

8% more funds holding

Funds holding: 335362 (+27)

6.2% more ownership

Funds ownership: 99.49%105.69% (+6.2%)

Holders
362
Holders Change
+27
Holders Change %
+8.06%
% of All Funds
4.46%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.14%
New
82
Increased
136
Reduced
100
Closed
47
Calls
$83.6M
Puts
$42.7M
Net Calls
+$40.9M
Net Calls Change
+$57.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Advisornet Financial
Minnesota
$27.4K +$2.92K +42 +15%
BTI
302
Blue Trust Inc
Georgia
$25.8K +$21.5K +309 New
AF
303
Allworth Financial
California
$24.4K +$6.75K +97 +50%
UB
304
UMB Bank
Missouri
$24.3K +$487 +7 +2%
SSG
305
Summit Securities Group
New York
$24.2K +$20.2K +290 New
KAS
306
Kemnay Advisory Services
New York
$24.1K +$20.1K +289 New
LFG
307
Larson Financial Group
Missouri
$19.9K +$4.73K +68 +40%
IA
308
IFP Advisors
Florida
$17.1K -$19.1K -275 -57%
GSEP
309
Golden State Equity Partners
California
$16.7K +$13.9K +200 New
SAM
310
Smartleaf Asset Management
Massachusetts
$16.7K +$1.39K +20 +11%
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$16K -$1.53K -22 -10%
KFAS
312
Keating Financial Advisory Services
Kansas
$15.6K +$4.45K +64 +52%
TPWA
313
Twin Peaks Wealth Advisors
California
$15.2K +$12.7K +182 New
RFP
314
Root Financial Partners
California
$14.4K +$1.32K +19 +12%
ASN
315
Advisory Services Network
Georgia
$13.9K +$11.5K +166 New
SS
316
SBI Securities
Japan
$11.5K -$5.36K -77 -36%
MA
317
Montag & Associates
Georgia
$10.9K
RIL
318
Rothschild Investment LLC
Illinois
$8.48K +$765 +11 +12%
BG
319
Bollard Group
Massachusetts
$8K
VWA
320
Valued Wealth Advisors
Utah
$7.85K +$6.54K +94 New
PWMG
321
Private Wealth Management Group
New Jersey
$7.69K
DWM
322
Dogwood Wealth Management
Kansas
$6.68K +$1.53K +22 +38%
BFS
323
Bare Financial Services
Pennsylvania
$6.52K +$1.74K +25 +47%
LSA
324
Leonteq Securities AG
Switzerland
$6.35K -$122K -1,748 -96%
AssetMark Inc
325
AssetMark Inc
California
$6.02K +$1.25K +18 +33%