Equal-WT
WhaleScore 2.0
?
BRIDGEWATER ASSOCIATES, LP
WESTPORT CT
Investment Advisor
Hedge Fund
Bridgewater Associates is based out of Westport and is run by Raymond Dalio. Bridgewater Associates is a hedge fund with 91 clients and discretionary assets under management (AUM) of $171,751,270,410 (Form ADV from 2025-01-24). Their last reported 13F filing for Q1 2025 included $21,554,169,616 in managed 13F securities
and a top 10 holdings concentration of 31.79%. Bridgewater Associates's largest holding is SPDR S&P 500 ETF TRUST with shares held of 3,342,242. Whalewisdom has at least 93 13F filings
Business Description
Based on the provided documents, Bridgewater Associates, LP's advisory business involves generating research reports covering various topics, including the economy, industries, securities, companies, statistical information, accounting and tax law, political and legal developments, market action, pricing, credit and risk analysis, performance, and corporate responsibility. This research is delivered through written reports, phone discussions, chats, or computer-generated data.
Bridgewater also works with investment consultants who advise clients on selecting and reviewing investment managers. Some clients delegate the selection and engagement of Bridgewater's services to these consultants. Bridgewater provides consultants with information in their role as advisors and through independent business relationships.
Owners
- TRUSTCO LLC - LIMITED PARTNER
- PASCIUCCO, GERARD - HEAD OF FINANCE AND STRATEGY
- PRINCE, ROBERT, PAUL - CO-CHIEF INVESTMENT OFFICER
- JENSEN, GREGORY, SCOTT - CO-CHIEF INVESTMENT OFFICER
- KITSON, MICHAEL, ANTHONY - CHIEF COMPLIANCE OFFICER AND COUNSEL
- YURKO, TRACEY, BRADY - CHIEF LEGAL OFFICER & SECRETARY
- BAR DEA, NIR - CHIEF EXECUTIVE OFFICER
- KARNIOL-TAMBOUR, KAREN - CO-CHIEF INVESTMENT OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
(Subscription Required)
Other Contact Information
(Subscription Required)
2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| BABA Alibaba Group Holdin | 3.37% |
| GLD SPDR Gold Shares ETF | 1.48% |
| BIDU Baidu Inc | 0.81% |
| BKNG Booking Holdings Inc | 0.71% |
| PANW Palo Alto Networks I | 0.67% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| SPY SPDR S&P 500 ETF TRU | 13.45% |
| GOOGL Alphabet Inc. Class | 0.96% |
| NVDA NVIDIA Corp | 0.72% |
| APP Applovin Corp | 0.72% |
| META Meta Platforms Inc | 0.53% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| SPY SPDR S&P 500 ETF TRU | 8.67% |
| IVV iShares Core S&P 500 | 5.67% |
| IEMG iShares Core MSCI Em | 4.75% |
| BABA Alibaba Group Holdin | 3.47% |
| GOOGL Alphabet Inc. Class | 2.18% |
2025-03-31
13F Activity
| Market Value | $21.6b, Prior: $21.8b |
| Inflows (Outflows) as % of Total MV | +1.4724% |
| New Purchases | 123 stocks |
| Added To | 283 stocks |
| Sold out of | 150 stocks |
| Reduced holdings in | 252 stocks |
| Top 10 Holdings % | 31.8% |
| Turnover %[1] | 33.54% |
| Turnover Alt %[2] | 30% |
| Time Held Top 20 | 9.95 quarters |
| Time Held Top 10 | 3.8 quarters |
| Time Held All | 9.41 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31