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TriplePoint Venture Growth BDC

76 hedge funds and large institutions have $66.4M invested in TriplePoint Venture Growth BDC in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-17
Holders Change %
-18.28%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
30
Reduced
19
Closed
22
Calls
$3.31M
Puts
$1.07M
Net Calls
+$2.24M
Net Calls Change
+$2.12M
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
51
Tradition Wealth Management
Minnesota
$96K +$14.6K +1,208 +18%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$70K +$66.4K +5,500 +1,833%
Bank of America
53
Bank of America
North Carolina
$51.6K +$27.3K +2,261 +112%
SWA
54
SOA Wealth Advisors
New York
$36.2K
US Bancorp
55
US Bancorp
Minnesota
$36.2K
BAM
56
Belpointe Asset Management
Nevada
$29.8K
Group One Trading
57
Group One Trading
Illinois
$28.8K -$4.64K -384 -14%
FMII
58
Farmers & Merchants Investments Inc
Nebraska
$28.2K
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$28K -$12 -1 -0%
GWSG
60
GPS Wealth Strategies Group
Colorado
$20.3K +$20.3K +1,683 New
TF
61
Tompkins Financial
New York
$17.5K
S
62
SignatureFD
Georgia
$16.3K +$1.21K +100 +8%
GWM
63
Geneos Wealth Management
Colorado
$15.9K
AIP
64
Ahrens Investment Partners
Louisiana
$12.1K +$12.1K +1,000 New
CWM
65
Cedar Wealth Management
California
$7.85K
FFA
66
Farther Finance Advisors
California
$6.04K
PA
67
PSI Advisors
Florida
$5.74K
TRCT
68
Tower Research Capital (TRC)
New York
$5K -$25.6K -2,328 -84%
SPIA
69
Steward Partners Investment Advisory
New York
$4.81K
HI
70
Harbour Investments
Wisconsin
$3.54K
TWA
71
TCI Wealth Advisors
Arizona
$2.5K
EIM
72
Essex Investment Management
Massachusetts
$2.31K +$2.31K +191 New
WP
73
WealthPLAN Partners
Nebraska
$2.28K +$2.28K +189 New
DAM
74
Delta Asset Management
Tennessee
$1.37K
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$330 +$87 +7,226 +36%