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TriplePoint Venture Growth BDC

84 hedge funds and large institutions have $37.9M invested in TriplePoint Venture Growth BDC in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1% more funds holding

Funds holding: 8384 (+1)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

1.69% less ownership

Funds ownership: 14.53%12.83% (-1.7%)

6% less capital invested

Capital invested by funds: $40.2M → $37.9M (-$2.29M)

82% less call options, than puts

Call options by funds: $297K | Put options by funds: $1.64M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
84
Holders Change
+1
Holders Change %
+1.2%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
26
Reduced
25
Closed
18
Calls
$297K
Puts
$1.64M
Net Calls
-$1.34M
Net Calls Change
-$558K
Name Holding Trade Value Shares
Change
Change in
Stake
XT
51
XTX Topco
Cayman Islands
$75.9K -$46.8K -6,366 -38%
Group One Trading
52
Group One Trading
Illinois
$73.9K +$54.4K +7,400 +282%
EWA
53
EverSource Wealth Advisors
Alabama
$73.8K +$14.7K +2,000 +25%
AC
54
Avenir Corporation
Virginia
$73.8K +$73.6K +10,000 New
Comerica Bank
55
Comerica Bank
Texas
$68.9K -$64.6K -8,785 -48%
FMII
56
Farmers & Merchants Investments Inc
Nebraska
$61K
ME
57
McIlrath & Eck
Washington
$53.7K
SSG
58
Summit Securities Group
New York
$41.3K +$41.2K +5,600 New
US Bancorp
59
US Bancorp
Minnesota
$40K -$8.7K -1,183 -18%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$33.3K +$7.36K +1,000 +29%
QL
61
Quarry LP
New York
$22.4K -$7.92K -1,076 -26%
SWA
62
SOA Wealth Advisors
New York
$22.1K
APW
63
Aventura Private Wealth
Florida
$18.4K +$18.4K +2,496 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$17.7K
GWSG
65
GPS Wealth Strategies Group
Colorado
$17.2K
BF
66
BOK Financial
Oklahoma
$15.1K
SIS
67
Sound Income Strategies
Florida
$13.8K -$2.07K -281 -13%
AAG
68
Accordant Advisory Group
Maryland
$10.3K
MCM
69
MAI Capital Management
Ohio
$9.23K +$9.2K +1,250 New
Jones Financial Companies
70
Jones Financial Companies
Missouri
$9.19K +$9.16K +1,245 New
FNWA
71
Financial Network Wealth Advisors
Utah
$6.25K -$1.79K -244 -22%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$6K +$96 +13 +2%
SWM
73
Spire Wealth Management
Virginia
$3.69K
DJSG
74
D.J. St. Germain
Massachusetts
$3.69K +$3.68K +500 New
AEPWM
75
Atlantic Edge Private Wealth Management
Florida
$2.95K

TPVG Hedge Fund Activity: Q4 2024 in Review

84 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in TriplePoint Venture Growth BDC (TPVG) for Q4 2024, worth a combined $37.9M — down 5.7% from $40.2M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TPVG positions and 18 closed out — a net gain of 3 holders — while 26 added to existing stakes and 25 trimmed.

The largest buyer was Alpine Global Management, opening a new position worth an estimated $951K. The largest seller was Invesco, exiting entirely with an estimated $7.9M sold.

  • 84 institutional investors held TriplePoint Venture Growth BDC (TPVG) as of Q4 2024, up from 83 in Q3 2024.
  • Funds reported $37.9M of TriplePoint Venture Growth BDC stock for Q4 2024, down 5.7% quarter-over-quarter.
  • 21 funds opened new TriplePoint Venture Growth BDC positions in Q4 2024 and 18 closed out, a net change of +3 holders.
  • The largest TriplePoint Venture Growth BDC buyer in Q4 2024 was Alpine Global Management, an estimated $951K added.
  • The largest TriplePoint Venture Growth BDC seller in Q4 2024 was Invesco, an estimated $7.9M sold.

Based on aggregated 13F filings for Q4 2024.