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Tidewater

363 hedge funds and large institutions have $4.38B invested in Tidewater in 2026 Q1 according to their latest regulatory filings, with 83 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)

77% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 47

76% more capital invested

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

36% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 100

8% more funds holding

Funds holding: 335363 (+28)

6.21% more ownership

Funds ownership: 99.49%105.7% (+6.2%)

Holders
363
Holders Change
+28
Holders Change %
+8.36%
% of All Funds
4.47%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.14%
New
83
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
SCM
301
Sterling Capital Management
North Carolina
$32.5K -$5.01K -72 -16%
AF
302
Advisornet Financial
Minnesota
$27.4K +$2.92K +42 +15%
BTI
303
Blue Trust Inc
Georgia
$25.8K +$21.5K +309 New
AF
304
Allworth Financial
California
$24.4K +$6.75K +97 +50%
UB
305
UMB Bank
Missouri
$24.3K +$487 +7 +2%
SSG
306
Summit Securities Group
New York
$24.2K +$20.2K +290 New
KAS
307
Kemnay Advisory Services
New York
$24.1K +$20.1K +289 New
LFG
308
Larson Financial Group
Missouri
$19.9K +$4.73K +68 +40%
IA
309
IFP Advisors
Florida
$17.1K -$19.1K -275 -57%
GSEP
310
Golden State Equity Partners
California
$16.7K +$13.9K +200 New
SAM
311
Smartleaf Asset Management
Massachusetts
$16.7K +$1.39K +20 +11%
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$16K -$1.53K -22 -10%
KFAS
313
Keating Financial Advisory Services
Kansas
$15.6K +$4.45K +64 +52%
TPWA
314
Twin Peaks Wealth Advisors
California
$15.2K +$12.7K +182 New
RFP
315
Root Financial Partners
California
$14.4K +$1.32K +19 +12%
ASN
316
Advisory Services Network
Georgia
$13.9K +$11.5K +166 New
SS
317
SBI Securities
Japan
$11.5K -$5.36K -77 -36%
MA
318
Montag & Associates
Georgia
$10.9K
RIL
319
Rothschild Investment LLC
Illinois
$8.48K +$765 +11 +12%
BG
320
Bollard Group
Massachusetts
$8K
VWA
321
Valued Wealth Advisors
Utah
$7.85K +$6.54K +94 New
PWMG
322
Private Wealth Management Group
New Jersey
$7.69K
DWM
323
Dogwood Wealth Management
Kansas
$6.68K +$1.53K +22 +38%
BFS
324
Bare Financial Services
Pennsylvania
$6.52K +$1.74K +25 +47%
LSA
325
Leonteq Securities AG
Switzerland
$6.35K -$122K -1,748 -96%