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TriplePoint Venture Growth BDC

75 hedge funds and large institutions have $29.2M invested in TriplePoint Venture Growth BDC in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $24.2M → $29.2M (+$5M)

1% more funds holding

Funds holding: 7475 (+1)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

0.68% more ownership

Funds ownership: 10.4%11.08% (+0.68%)

2% less call options, than puts

Call options by funds: $663K | Put options by funds: $674K

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
23
Reduced
24
Closed
14
Calls
$663K
Puts
$674K
Net Calls
-$11K
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$29K
Group One Trading
52
Group One Trading
Illinois
$26.6K -$16.6K -2,768 -41%
SWA
53
SOA Wealth Advisors
New York
$19.6K
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$19.6K +$18K +3,000 New
ME
55
McIlrath & Eck
Washington
$19.1K -$26.1K -4,357 -60%
SIS
56
Sound Income Strategies
Florida
$16.8K +$7.68K +1,282 +100%
APW
57
Aventura Private Wealth
Florida
$16.3K
AUB
58
Atlantic Union Bankshares
Virginia
$15.7K
FHA
59
Flagship Harbor Advisors
Massachusetts
$11.7K +$10.7K +1,788 New
SSG
60
Summit Securities Group
New York
$9.16K -$30.6K -5,100 -78%
AAG
61
Accordant Advisory Group
Maryland
$9.16K
FFA
62
Farther Finance Advisors
California
$6.22K +$5.7K +951 New
FNWA
63
Financial Network Wealth Advisors
Utah
$5.54K
CA
64
Clearstead Advisors
Ohio
$4.12K +$3.77K +630 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.48K +247 +65%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$3.26K +$2.98K +497 +49,700%
NFSG
67
Newbridge Financial Services Group
Florida
$2.62K -$3.6K -600 -60%
MCM
68
MAI Capital Management
Ohio
$2.27K
TCM
69
Triumph Capital Management
Colorado
$1.96K +$1.8K +300 New
Nomura Asset Management
70
Nomura Asset Management
Japan
$1.82K -$35.3K -5,890 -95%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$824 -$1.04K -174 -58%
DAM
72
Delta Asset Management
Tennessee
$85
RFP
73
Root Financial Partners
California
$61 -$5.99K -1,000 -99%
HI
74
Harbour Investments
Wisconsin
$55 +$36 +6 +300%
Citigroup
75
Citigroup
New York
$46 +$42 +7 New