D. E. SHAW & COMPANY ., INC.
NEW YORK NY
Investment Advisor
Hedge Fund
D. E. Shaw & Company . is based out of New York and is run by David Shaw. D. E. Shaw & Company . is a hedge fund with 34 clients and discretionary assets under management (AUM) of $154,586,941,935 (Form ADV from 2025-06-05). Their last reported 13F filing for Q1 2025 included $112,346,596,622 in managed 13F securities
and a top 10 holdings concentration of 10.96%. D. E. Shaw & Company .'s largest holding is SPDR S&P 500 ETF TRUST with shares held of 5,764,625. Whalewisdom has at least 138 13F filings, and 1 13G filings
Business Description
The Adviser and its related persons devote a portion of their time to clients, while also dedicating a substantial amount of time to Other Activities, including the business and affairs of DESCO Favorable Entities. Information and expertise gained from client work may be used for Other Activities, potentially decreasing its utility to the client, especially if those activities compete with the client. Other Activities also expose the Adviser and its related persons to risks independent of those associated with any particular client.
Certain clients may acquire control positions in companies and become involved in managing them. The Adviser may retain existing management, even with a negative track record, or install new management without relevant experience. For each of the Adviser’s investment strategies, a strategy head and/or one or more other supervisors are responsible for reviewing trading data and other reports on a regular basis and overseeing the associated trading activity. The Adviser also uses one or more independent third parties to conduct financial audits of the accounts of the Funds.
Investment Strategy
The Adviser's investment activities are divided into three categories: systematic, discretionary, and hybrid strategies. Systematic strategies use quantitative models embodied in computer software to identify underpriced and overpriced securities, manage portfolio risk, and reduce transaction costs. Discretionary strategies are based on the analysis of companies, resources, industries, economies, and entrepreneurial opportunities by professionals with asset- and market-specific knowledge. Hybrid strategies combine systematic and discretionary approaches.
The investment strategies may be distinguished by asset class, instrument type, industry sector, geography, data inputs, time horizon, and investment approach. Each strategy may comprise multiple elements, reflecting distinct investment theses based on quantitative and/or qualitative factors. The Adviser may alter its investment approach and/or risk tolerances to deploy capital, which could have a material adverse effect on the Adviser’s investment strategies.
Other Contact Information
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2025-03-31
Top Buys (13F)
Name | % Change |
---|---|
GEV GE Vernova Inc | 0.54% |
PLTR Palantir Technologie | 0.49% |
DIS Walt Disney Co. (The | 0.46% |
XLF The Financial Select | 0.46% |
SCHW Charles Schwab Corp | 0.39% |

2025-03-31
Top Sells (13F)
Name | % Change |
---|---|
BA Boeing Co. | 0.74% |
IVV iShares Core S&P 500 | 0.7% |
TSLA Tesla Inc | 0.52% |
AJG Arthur J. Gallagher | 0.37% |
NVDA NVIDIA Corp (CALL) | 0.32% |

2025-03-31
13F Holdings Summary
Name | $ Change |
---|---|
SPY SPDR S&P 500 ETF TRU | 2.87% |
MSFT Microsoft Corporatio | 1.61% |
NVDA NVIDIA Corp | 1.18% |
AAPL Apple Inc | 1.12% |
INTU Intuit, Inc | 0.83% |
Daniel R. Marcus signs this Report as Attorney-in-Fact for David E. Shaw, President of D. E. Shaw Co., Inc. D. E. Shaw Co., Inc. may be deemed an institutional investment manager in its capacity as the general partner of D. E. Shaw Co., L.P., which in turn is the managing member of certain other affiliated institutional investment managers. D. E. Shaw Co., Inc. does not exercise investment or voting discretion, and therefore disclaims such discretion, with respect to Section 13(f) securities. D. E. Shaw Co., L.P. may be deemed to exercise investment or voting discretion for affiliated institutional investment managers. D. E. Shaw Co., L.P. does not exercise investment or voting discretion, and therefore disclaims such discretion, with respect to Section 13(f) securities over which such affiliated institutional investment managers exercise investment or voting discretion.

2025-03-31
13F Activity
Market Value | $112b, Prior: $136b |
Inflows (Outflows) as % of Total MV | (-13.8786)% |
New Purchases | 588 stocks |
Added To | 1496 stocks |
Sold out of | 738 stocks |
Reduced holdings in | 1766 stocks |
Top 10 Holdings % | 10.96% |
Turnover %[1] | 26.86% |
Turnover Alt %[2] | 23.57% |
Time Held Top 20 | 5.15 quarters |
Time Held Top 10 | 7.1 quarters |
Time Held All | 17.58 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