Who Owns STONE RIDGE TR (LDDR)?Hedge Fund & Institutional Holders
$81.67-0.04 (-0.05%)BATS
Institutional Holders
10
as of Q4 2025
Total Institutional Value
$99900087111457120.0T
% of Float Held
—
QoQ Change in Holders
+7 / -0
Price History
LDDR — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| BARRETT & COMPANY, INC. | New Position | +12K | +$999.0M |
| Stone Ridge Holdings Group LP | New Position | +104K | +$8.7M |
| CWM, LLC | New Position | +17K | +$1.5M |
| JANE STREET GROUP, LLC | New Position | +20K | +$1.0M |
| WFA of San Diego, LLC | New Position | +600 | +$50K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +7K | +$0 |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +5K | +$0 |
LDDR — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | Decreased | -19K | -$2.2B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BARRETT & COMPANY, INC. | 11,895 | $999.0M | 0.33% | Share |
| 2 | Stone Ridge Holdings Group LP | 103,635 | $8.7M | 0.64% | Share |
| 3 | CWM, LLC | 17,328 | $1.5M | 0.00% | Share |
| 4 | JANE STREET GROUP, LLC | 20,339 | $1.0M | 0.00% | Share |
| 5 | WFA of San Diego, LLC | 338 | $28K | 0.02% | Share |
| 6 | WFA of San Diego, LLC | 262 | $22K | 0.02% | Share |
| 7 | CAPTRUST FINANCIAL ADVISORS | 6,722 | $0 | 0.00% | Share |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 4,593 | $0 | 0.00% | Share |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,671 | $0 | 0.00% | Share |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,857 | $0 | 0.00% | Share |
LDDR Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 8 | $1.0B | +7 |
| Q3 2025 | 1 | $2.2B | -6 |
| Q2 2025 | 7 | $489.8B | +3 |
| Q1 2025 | 4 | $745.9M | — |
As of Q4 2025, 10 institutional investors hold LDDR (STONE RIDGE TR). The largest holder is BARRETT & COMPANY, INC. with $999.0M in shares. This quarter, 7 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own LDDR?
As of Q4 2025, 10 institutional investors report holding LDDR (STONE RIDGE TR) in their 13F filings.
Who is the largest institutional holder of LDDR?
The largest institutional holder of LDDR is BARRETT & COMPANY, INC. with $999.0M in shares.
Is institutional ownership of LDDR increasing or decreasing?
This quarter, 7 institutions opened new positions in LDDR and 0 closed their positions.